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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2226
ARGA Investment Management
Connecticut
$850K -$99K -1,999 -12%
JWM
2227
Janiczek Wealth Management
Colorado
$848K +$43.2K +872 +6%
SAM
2228
SignalPoint Asset Management
Missouri
$847K -$1.64K -33 -0.2%
MFG
2229
Magnus Financial Group
New York
$845K +$14.5K +293 +2%
CCWA
2230
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$844K -$54.6K -1,102 -7%
SMH
2231
Sanders Morris Harris
Texas
$842K – – –
HFG
2232
Heron Financial Group
New York
$841K -$38.7K -782 -5%
APW
2233
Austin Private Wealth
Texas
$837K -$1.69K -34 -0.2%
OFW
2234
Omnia Family Wealth
Florida
$836K +$50 +1 +0%
KPCM
2235
Kings Point Capital Management
New York
$836K +$10.8K +217 +2%
JF
2236
JSF Financial
California
$835K -$112K -2,253 -14%
SOAMC
2237
Spirit of America Management Corp
New York
$835K – – –
PA
2238
PSI Advisors
Florida
$834K -$246K -4,968 -26%
WAM
2239
Winslow Asset Management
Ohio
$834K – – –
PP
2240
PDS Planning
Ohio
$833K -$222K -4,489 -24%
CA
2241
Continuum Advisory
Idaho
$833K +$77.3K +1,561 +4%
HBWM
2242
Hollow Brook Wealth Management
New York
$833K +$114K +2,291 +19%
LCM
2243
Leisure Capital Management
California
$832K -$27.5K -556 -4%
AC
2244
Apella Capital
Connecticut
$831K +$22.8K +460 +3%
TFM
2245
TFC Financial Management
Massachusetts
$830K +$495 +10 +0.1%
HWA
2246
Heritage Wealth Advisors
Virginia
$830K +$82.2K +1,659 +13%
CPA
2247
Cardiff Park Advisors
California
$829K +$696K +14,047 New
CCP
2248
Carmel Capital Partners
California
$828K +$695K +14,029 New
MJP
2249
Michael J. Puzo
$827K – – –
CMANY
2250
Capital Management Associates (New York)
New York
$826K +$21.3K +430 +3%