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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
801
Whitener Capital Management
North Carolina
$326K
PS
802
Planned Solutions
California
$322K +$53.1K +353 +20%
HWA
803
Heritage Wealth Advisors
Virginia
$321K +$4.51K +30 +1%
TAM
804
Tocqueville Asset Management
New York
$319K -$8.27K -55 -3%
DWA
805
Douglass Winthrop Advisors
New York
$318K -$106K -706 -25%
TWP
806
Tyche Wealth Partners
Texas
$317K -$11.3K -75 -3%
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$314K -$12.2K -81 -4%
APP
808
Avantax Planning Partners
Iowa
$312K -$5.12K -34 -2%
MFA
809
Mayflower Financial Advisors
Massachusetts
$311K -$3.31K -22 -1%
TWA
810
TCI Wealth Advisors
Arizona
$311K -$10.8K -72 -3%
NP
811
NorthRock Partners
Minnesota
$310K -$82K -545 -21%
SIA
812
Schechter Investment Advisors
Michigan
$310K -$602 -4 -0.2%
TNA
813
True North Advisors
Texas
$310K
PJWM
814
Philip James Wealth Mangement
Georgia
$309K +$752 +5 +0.2%
UPS
815
UHLMANN PRICE SECURITIES
Illinois
$309K +$309K +2,054 New
JWCA
816
J.W. Cole Advisors
Florida
$309K -$15.8K -105 -5%
FMWA
817
Forvis Mazars Wealth Advisors
Missouri
$308K +$18.7K +124 +6%
MHIC
818
Marble Harbor Investment Counsel
Massachusetts
$308K
EAM
819
Empirical Asset Management
Massachusetts
$307K
MA
820
Montag & Associates
Georgia
$306K +$11.3K +75 +4%
VRM
821
Vectors Research Management
New York
$305K
UF
822
Univest Financial
Pennsylvania
$304K +$304K +2,023 New
PA
823
Pinnacle Associates
New York
$304K -$10.2K -68 -4%
GWANC
824
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K -$3.16K -21 -1%
CC
825
Courier Capital
New York
$303K