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Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
2076
First Citizens Financial Corp
Iowa
$531K – – –
CWM
2077
CCG Wealth Management
California
$526K -$15.2K -391 -3%
WI
2078
Wedgewood Investors
Pennsylvania
$526K – – –
Merriman Wealth Management
2079
Merriman Wealth Management
Washington
$526K +$12.2K +314 +2%
ICA
2080
Infrastructure Capital Advisors
New York
$525K -$198K -5,100 -28%
VCS
2081
Vaughan & Co Securities
New Jersey
$525K – – –
TIA
2082
Tiemann Investment Advisors
California
$525K +$2.92K +75 +0.6%
MA
2083
MONECO Advisors
Connecticut
$525K +$25K +643 +5%
DPI
2084
Diversified Portfolios Inc
Michigan
$525K +$204K +5,249 +64%
SF
2085
Symphony Financial
Texas
$524K -$15.8K -407 -3%
BRA
2086
Bender Robert & Associates
California
$524K +$9.33K +240 +2%
AIM
2087
Avity Investment Management
Connecticut
$524K +$18K +462 +4%
AWM
2088
Accurate Wealth Management
Florida
$524K +$520K +13,374 New
SSCA
2089
South Shore Capital Advisors
Massachusetts
$521K +$47.2K +1,214 +10%
Balentine LLC
2090
Balentine LLC
Georgia
$521K +$89K +2,288 +21%
CCA
2091
Childress Capital Advisors
Texas
$520K +$1.59K +41 +0.3%
MFS
2092
Mirabella Financial Services
United Kingdom
$519K -$2.22M -57,189 -81%
PGA
2093
Portland Global Advisors
Maine
$519K -$10.7K -275 -2%
EWA
2094
Encompass Wealth Advisors
Oregon
$518K -$78.2K -2,010 -13%
LA
2095
LexAurum Advisors
Kansas
$518K +$96.1K +2,470 +23%
CPWA
2096
Cerro Pacific Wealth Advisors
California
$518K +$515K +13,239 New
SFG
2097
Sovereign Financial Group
Connecticut
$515K – – –
SOAMC
2098
Spirit of America Management Corp
New York
$515K – – –
SCM
2099
SKBA Capital Management
California
$515K +$79.7K +2,050 +18%
RWM
2100
RKL Wealth Management
Pennsylvania
$514K +$105K +2,689 +26%