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Name Holding Trade Value Shares
Change
Change in
Stake
AP
2076
Americana Partners
Texas
$614K +$633K +14,284 New
SIG
2077
Sargent Investment Group
Maryland
$612K -$44.3K -1,000 -7%
AWM
2078
Accurate Wealth Management
Florida
$611K -$128K -2,896 -22%
UF
2079
Univest Financial
Pennsylvania
$611K -$54K -1,219 -8%
APW
2080
Austin Private Wealth
Texas
$611K +$12.6K +284 +2%
OFW
2081
Omnia Family Wealth
Florida
$609K -$4.3K -97 -0.7%
SOAMC
2082
Spirit of America Management Corp
New York
$609K +$44.3K +1,000 +8%
WAM
2083
Winslow Asset Management
Ohio
$607K – – –
TFM
2084
TFC Financial Management
Massachusetts
$604K +$2.7K +61 +0.4%
MAG
2085
Mayfair Advisory Group
Alabama
$604K +$12.8K +290 +2%
MFG
2086
Magnus Financial Group
New York
$603K -$11.8K -267 -2%
GSWM
2087
Golden State Wealth Management
California
$602K -$4.96K -112 -0.8%
MJP
2088
Michael J. Puzo
$601K -$8.86K -200 -1%
HC
2089
Hoese & Co
Minnesota
$600K +$7K +158 +1%
KPCM
2090
Kings Point Capital Management
New York
$599K +$4.65K +105 +0.8%
DPI
2091
Diversified Portfolios Inc
Michigan
$599K +$22.9K +516 +4%
RPWA
2092
Regent Peak Wealth Advisors
Georgia
$598K +$7.97K +180 +1%
CWA
2093
Clearview Wealth Advisors
Oregon
$598K +$71.1K +1,606 +13%
CWM
2094
Chesapeake Wealth Management
Virginia
$597K -$42.3K -955 -6%
CWP
2095
Concord Wealth Partners
Virginia
$596K -$514K -11,596 -46%
MWM
2096
Merriman Wealth Management
Washington
$595K +$17.4K +393 +3%
MCA
2097
Magnolia Capital Advisors
Mississippi
$594K -$69.3K -1,564 -10%
PIA
2098
Perennial Investment Advisors
California
$594K +$47.9K +1,081 +8%
RFN
2099
RDA Financial Network
Iowa
$592K +$6.25K +141 +1%
AFP
2100
Advus Financial Partners
Florida
$591K +$443K +10,010 New