Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2051
Fenimore Asset Management
New York
$418K – – –
BWA
2052
Beam Wealth Advisors
Louisiana
$418K +$400K +11,242 New
RWM
2053
Ritholtz Wealth Management
New York
$417K -$58.6K -1,644 -13%
SP
2054
Successful Portfolios
Florida
$417K +$16.4K +460 +4%
CIC
2055
Chilton Investment Company
Connecticut
$417K +$133K +3,743 +50%
AWM
2056
Absher Wealth Management
North Carolina
$417K +$411K +11,528 New
OWA
2057
Outlook Wealth Advisors
Texas
$416K -$19.2K -540 -5%
OFG
2058
OmniStar Financial Group
North Carolina
$415K -$24.8K -696 -6%
LC
2059
Lincoln Capital
Nebraska
$415K – – –
JF
2060
JSF Financial
California
$414K – – –
B
2061
Brightworth
Georgia
$414K +$61.2K +1,718 +18%
PCP
2062
Proficio Capital Partners
Massachusetts
$414K +$76.5K +2,149 +24%
SL
2063
Stevard LLC
Illinois
$413K +$396K +11,122 New
SC
2064
Steph & Co
Wisconsin
$412K +$394K +11,071 New
NWM
2065
Northwest Wealth Management
Iowa
$411K -$41.3K -1,160 -9%
WCM
2066
Weik Capital Management
Pennsylvania
$411K – – –
AIIMS
2067
Analyst IMS Investment Management Services
Israel
$410K – – –
SFI
2068
SPC Financial Inc
Maryland
$409K +$32.4K +911 +9%
PHAM
2069
Palisades Hudson Asset Management
Florida
$408K – – –
VWA
2070
V Wealth Advisors
Kansas
$408K – – –
FSG
2071
Financial Strategies Group
Michigan
$408K +$391K +10,969 New
IAS
2072
Investment Advisory Services
Texas
$408K +$391K +10,980 New
LCAM
2073
London & Capital Asset Management
United Kingdom
$407K -$57.1K -1,603 -13%
SB
2074
Strategic Blueprint
Georgia
$407K +$307K +8,614 +369%
RSCM
2075
Rock Springs Capital Management
Maryland
$407K +$390K +10,962 New