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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1926
Stellar Capital Management
Arizona
$519K +$208 +5 +0%
NG
1927
Northstar Group
New York
$518K +$2.45K +59 +0.5%
KF
1928
Krilogy Financial
Missouri
$514K +$30.5K +735 +6%
HBWM
1929
Hollow Brook Wealth Management
New York
$512K
LFG
1930
LifePlan Financial Group
Ohio
$512K
CCWA
1931
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$501K -$9.84K -237 -2%
DLCIG
1932
D.L. Carlson Investment Group
New Hampshire
$501K +$1.99K +48 +0.4%
TL
1933
TrueWealth LLC
Georgia
$500K +$7.72K +186 +2%
CNB
1934
Camden National Bank
Maine
$500K +$104K +2,508 +26%
AWM
1935
AllSquare Wealth Management
New York
$499K
LCAM
1936
London & Capital Asset Management
United Kingdom
$499K +$500K +12,054 New
LC
1937
Lincoln Capital
Nebraska
$493K
WA
1938
Wambolt & Associates
Colorado
$491K +$492K +11,859 New
BI
1939
Ballast Inc
Kentucky
$489K -$93.5K -2,252 -16%
RWM
1940
Ritholtz Wealth Management
New York
$489K +$28.3K +682 +6%
GFS
1941
GYL Financial Synergies
Connecticut
$489K +$490K +11,804 New
VCM
1942
Vivaldi Capital Management
Illinois
$484K +$166K +3,991 +52%
IWP
1943
Icon Wealth Partners
Texas
$480K -$180K -4,342 -27%
SAM
1944
SignalPoint Asset Management
Missouri
$480K -$6.48K -156 -1%
JF
1945
JSF Financial
California
$480K +$481K +11,596 New
BWM
1946
BigSur Wealth Management
Florida
$478K
WIM
1947
Wittenberg Investment Management
Massachusetts
$477K -$32.9K -792 -6%
B
1948
Brightworth
Georgia
$475K -$5.15K -124 -1%
BA
1949
Bristlecone Advisors
Washington
$474K +$2.66K +64 +0.6%
AIP
1950
Ahrens Investment Partners
Louisiana
$473K -$43.5K -1,048 -8%