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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1226
Alterna Wealth Management
Texas
$757K
PFBT
1227
Parkside Financial Bank & Trust
Missouri
$756K +$289K +16,149 +65%
RIA
1228
Retirement Investment Advisors
Oklahoma
$753K +$732K +40,876 New
AFM
1229
Abbot Financial Management
Massachusetts
$752K -$32K -1,790 -4%
AFG
1230
Allegheny Financial Group
Pennsylvania
$749K -$79.5K -4,443 -10%
CWM
1231
C2C Wealth Management
Arizona
$747K +$9.22K +515 +1%
AWA
1232
Alaska Wealth Advisors
Alaska
$747K +$1.47K +82 +0.2%
CWG
1233
Cornerstone Wealth Group
North Carolina
$747K +$52.8K +2,951 +8%
TC
1234
Trust Company
Kansas
$744K +$63K +3,521 +10%
IFWM
1235
Institute for Wealth Management
Colorado
$743K +$64.2K +3,588 +10%
HKIM
1236
Hayek Kallen Investment Management
Alabama
$742K +$1.93K +108 +0.3%
CTA
1237
Chesley Taft & Associates
Illinois
$741K +$29.5K +1,647 +4%
CSPIA
1238
Cary Street Partners Investment Advisory
Virginia
$741K -$89.6K -5,008 -11%
PP
1239
Peconic Partners
New York
$736K
BAM
1240
Beaumont Asset Management
Texas
$735K -$207K -11,564 -22%
ST
1241
Smithfield Trust
Pennsylvania
$731K -$16.8K -936 -2%
WIC
1242
Wilkins Investment Counsel
Massachusetts
$731K
UAS
1243
United Asset Strategies
New York
$730K +$42.2K +2,357 +6%
BCM
1244
Becker Capital Management
Oregon
$729K -$24.3M -1,355,871 -97%
GSIAS
1245
Garden State Investment Advisory Services
New Jersey
$729K +$708K +39,574 New
BLC
1246
Brown, Lisle/Cummings
Rhode Island
$727K -$78.2K -4,368 -10%
FCMT
1247
Founders Capital Management (Texas)
Texas
$726K -$37.6K -2,101 -5%
GWM
1248
Gray Wealth Management
Maine
$725K +$205K +11,448 +41%
OFG
1249
OmniStar Financial Group
North Carolina
$725K +$21.6K +1,207 +3%
TCM
1250
Teza Capital Management
Illinois
$725K +$287K +16,014 +69%