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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1901
MPS Loria Financial Planners
Illinois
$280K – – –
CAL
1902
Capital Advisors Ltd
Ohio
$280K +$11.8K +101 +4%
WAAG
1903
Wealth Alliance Advisory Group
Kansas
$280K +$8.77K +75 +3%
CI
1904
Cordant Inc
Oregon
$278K -$6.9K -59 -2%
WA
1905
Wealthstream Advisors
New York
$277K +$293K +2,509 New
SAM
1906
Summit Asset Management
Tennessee
$275K -$1.87K -16 -0.6%
MFG
1907
MidWestOne Financial Group
Iowa
$275K +$33.7K +288 +13%
SFG
1908
SNS Financial Group
Minnesota
$274K +$585 +5 +0.2%
ISL
1909
Ingalls & Snyder LLC
New York
$274K -$351 -3 -0.1%
SOS
1910
Silver Oak Securities
Tennessee
$274K +$90.6K +775 +45%
SAM
1911
Satovsky Asset Management
New York
$274K +$819 +7 +0.3%
ORAM
1912
One River Asset Management
Connecticut
$273K +$107K +919 +62%
TA
1913
Tiedemann Advisors
New York
$273K -$6.9K -59 -2%
UAM
1914
Unison Asset Management
Florida
$273K – – –
SIC
1915
SJS Investment Consulting
Ohio
$272K +$1.17K +10 +0.4%
SDWIA
1916
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$272K +$37.5K +321 +15%
OCPWS
1917
One Charles Private Wealth Services
Massachusetts
$271K +$702 +6 +0.2%
3F
1918
360 Financial
Minnesota
$271K – – –
PHAM
1919
Palisades Hudson Asset Management
Florida
$269K -$9.59K -82 -3%
EWM
1920
Evermay Wealth Management
Virginia
$269K – – –
SCI
1921
S&CO Inc
Massachusetts
$267K – – –
GSEP
1922
Golden State Equity Partners
California
$266K +$42K +359 +17%
BAM
1923
BOS Asset Management
Illinois
$266K +$9.01K +77 +3%
TWM
1924
Tradition Wealth Management
Minnesota
$266K +$55.4K +474 +24%
CIG
1925
Cascade Investment Group
Colorado
$265K – – –