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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1951
DFPG Investments
Utah
$249K +$30.5K +187 +13%
ACM
1952
Allred Capital Management
Texas
$247K -$30.5K -187 -10%
CWM
1953
Cornerstone Wealth Management
Missouri
$247K +$7.66K +47 +3%
AWA
1954
Aaron Wealth Advisors
Illinois
$247K +$8.97K +55 +3%
FWM
1955
Focused Wealth Management
New York
$246K +$163 +1 +0.1%
CAC
1956
Certified Advisory Corp
Florida
$245K -$77.6K -476 -22%
VWA
1957
Visionary Wealth Advisors
Illinois
$245K -$163 -1 -0.1%
OWA
1958
Octavia Wealth Advisors
Ohio
$245K – – –
RWB
1959
RMR Wealth Builders
New Jersey
$244K -$36.2K -222 -12%
CWM
1960
Cabot Wealth Management
Massachusetts
$244K – – –
JIC
1961
Joel Isaacson & Co
New York
$244K +$5.05K +31 +2%
EBA
1962
Eagle Bay Advisors
New York
$244K +$135K +826 +98%
RZH
1963
Relyea Zuckerberg Hanson
Connecticut
$244K +$274K +1,682 New
55I LLC
1964
55I LLC
Massachusetts
$243K -$11.9K -73 -4%
IIC
1965
Integrated Investment Consultants
Michigan
$243K +$7.5K +46 +3%
IF
1966
IRON Financial
Illinois
$243K +$10.4K +64 +4%
PFA
1967
Plotkin Financial Advisors
Maryland
$243K -$4.57K -28 -2%
EWM
1968
EPG Wealth Management
Georgia
$242K +$9.95K +61 +4%
Benjamin Edwards Inc
1969
Benjamin Edwards Inc
Missouri
$242K +$74K +454 +37%
JWBC
1970
J.W. Burns & Co
New York
$241K – – –
CSM
1971
CAMG Solamere Management
North Carolina
$241K +$20.4K +125 +8%
AL
1972
ADE LLC
Maryland
$240K – – –
TWM
1973
Tradition Wealth Management
Minnesota
$240K +$139K +850 +106%
COF
1974
Capital One Financial
Virginia
$239K -$172K -1,054 -39%
BFS
1975
Bard Financial Services
Connecticut
$239K – – –