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Name Holding Trade Value Shares
Change
Change in
Stake
RC
2051
Reik & Co
New York
$291K -$61.6K -2,648 -16%
DI
2052
DFPG Investments
Utah
$291K +$314K +13,496 New
CP
2053
Camelot Portfolios
Ohio
$290K +$582 +25 +0.2%
ARG
2054
Advisory Resource Group
Oklahoma
$290K +$313K +13,433 New
KCM
2055
Karp Capital Management
California
$288K -$159K -6,834 -34%
QAM
2056
QCI Asset Management
New York
$288K -$67.7K -2,908 -18%
BHA
2057
Beech Hill Advisors
New York
$287K -$4.23M -181,843 -93%
LFA
2058
Landmark Financial Advisors
Kentucky
$287K -$59.7K -2,565 -16%
HFS
2059
Howard Financial Services
Texas
$287K +$310K +13,335 New
HCM
2060
Hudson Capital Management
New Jersey
$286K -$25.7K -1,104 -8%
FBA
2061
Front Barnett Associates
Illinois
$286K
SDWMA
2062
Schneider Downs Wealth Management Advisors
Pennsylvania
$285K -$54.8K -2,354 -15%
ACM
2063
Alethea Capital Management
Washington
$285K
GWM
2064
GSB Wealth Management
Connecticut
$281K
CW
2065
CreativeOne Wealth
Kansas
$280K +$302K +12,987 New
BWP
2066
Baldwin Wealth Partners
Massachusetts
$279K +$192K +8,255 +175%
LFA
2067
Legacy Financial Advisors
Kentucky
$278K -$107K -4,586 -26%
BCWM
2068
Blue Chip Wealth Management
Florida
$278K -$65.9K -2,830 -18%
HPWM
2069
Highland Private Wealth Management
Washington
$278K -$20K -861 -6%
IF
2070
IRON Financial
Illinois
$277K -$73.6K -3,163 -20%
PFA
2071
Pinnacle Family Advisors
Missouri
$277K +$21.4K +920 +8%
BMCM
2072
Bryn Mawr Capital Management
Pennsylvania
$276K -$337K -14,470 -53%
WDL
2073
Well Done LLC
Michigan
$276K -$5.52K -237 -2%
DA
2074
Doliver Advisors
Texas
$276K +$1.54K +66 +0.5%
CC
2075
Claybrook Capital
Massachusetts
$276K +$239K +10,280 +408%