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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2701
Altus Wealth Management
Kentucky
$334K +$4.4K +160 +1%
SIS
2702
Sound Income Strategies
Florida
$334K +$15.1K +550 +5%
FAG
2703
Financial Advisory Group
Texas
$332K
IC
2704
Iconiq Capital
California
$332K +$310K +11,280 New
SWMP
2705
Signature Wealth Management Partners
New Jersey
$331K -$82.5K -3,000 -21%
KFA
2706
Kelleher Financial Advisors
New York
$330K -$411K -14,920 -57%
SIM
2707
Sadoff Investment Management
Wisconsin
$330K +$309K +11,220 New
EARNEST Partners
2708
EARNEST Partners
Georgia
$328K
FTUS
2709
Flow Traders U.S.
New York
$328K +$307K +11,140 New
BCM
2710
Becker Capital Management
Oregon
$327K -$146K -5,310 -32%
FUBT
2711
First United Bank & Trust
Maryland
$327K
TCM
2712
Telos Capital Management
California
$327K +$306K +11,110 New
PPW
2713
Pasadena Private Wealth
California
$326K +$28.6K +1,040 +10%
SFCL
2714
Strengthening Families & Communities LLC
Massachusetts
$325K +$304K +11,040 New
SFP
2715
Sandbox Financial Partners
Maryland
$325K +$304K +11,050 New
MC
2716
Machina Capital
France
$324K -$193K -7,000 -39%
EL
2717
EMFO LLC
Florida
$324K
FFA
2718
Freedman Financial Associates
Massachusetts
$324K
NAM
2719
NTV Asset Management
West Virginia
$324K
ACM
2720
Advance Capital Management
Michigan
$324K +$303K +11,000 New
MC
2721
Manteio Capital
New Jersey
$324K +$303K +11,000 New
AAM
2722
Augustine Asset Management
Florida
$322K -$117K -4,260 -28%
KS
2723
Karpas Strategies
Connecticut
$322K +$302K +10,960 New
CCMD
2724
Cypress Capital Management (Delaware)
Delaware
$321K +$225K +8,190 +300%
HPIA
2725
Hamilton Point Investment Advisors
North Carolina
$320K