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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
2051
Michael J. Puzo
$556K – – –
DSN
2052
D. Scott Neal
Kentucky
$556K +$389 +10 +0.1%
WPA
2053
Winning Points Advisors
Florida
$554K -$119K -3,057 -18%
WAM
2054
Winslow Asset Management
Ohio
$553K – – –
GSWM
2055
Golden State Wealth Management
California
$553K +$74.4K +1,912 +16%
SWMP
2056
Signature Wealth Management Partners
New Jersey
$550K -$10.3K -264 -2%
ZCA
2057
Zeke Capital Advisors
Pennsylvania
$549K -$11.5K -295 -2%
MWM
2058
Mattern Wealth Management
Kansas
$549K +$1.94K +50 +0.4%
Circle Wealth Management
2059
Circle Wealth Management
New Jersey
$548K +$2.06K +53 +0.4%
TFM
2060
TFC Financial Management
Massachusetts
$548K +$3.42K +88 +0.6%
APW
2061
Austin Private Wealth
Texas
$546K -$26.4K -680 -5%
MAG
2062
Mayfair Advisory Group
Alabama
$546K +$43.6K +1,120 +9%
SFSIG
2063
San Francisco Sentry Investment Group
California
$543K -$264K -6,795 -33%
SPP
2064
Single Point Partners
Massachusetts
$542K -$7.04K -181 -1%
KPCM
2065
Kings Point Capital Management
New York
$542K +$51.1K +1,313 +10%
IA
2066
Insight Advisors
Pennsylvania
$541K -$173K -4,460 -27%
HC
2067
Hoese & Co
Minnesota
$540K +$86.3K +2,220 +19%
Quantbot Technologies
2068
Quantbot Technologies
New York
$537K -$2.04M -52,583 -79%
CCM
2069
Cribstone Capital Management
Maine
$537K -$3.77K -97 -0.7%
WGAM
2070
Wilkinson Global Asset Management
New York
$537K +$166K +4,275 +45%
AL
2071
ADE LLC
Maryland
$536K +$11.7K +300 +2%
BBL
2072
Beck Bode LLC
Massachusetts
$535K -$27K -694 -5%
RFN
2073
RDA Financial Network
Iowa
$534K +$6.03K +155 +1%
Apella Capital
2074
Apella Capital
Connecticut
$533K -$8.48K -218 -2%
CMANY
2075
Capital Management Associates (New York)
New York
$531K -$31.1K -800 -6%