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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2101
Trek Financial
Arizona
$341K +$191 +7 +0%
PTB
2102
Pioneer Trust Bank
Oregon
$340K -$781K -28,599 -65%
MWP
2103
Meridian Wealth Partners
Pennsylvania
$340K +$8.14K +298 +2%
BC
2104
Barnett & Company
Tennessee
$340K +$130K +4,767 +45%
MCG
2105
MACRO Consulting Group
New Jersey
$340K +$208K +7,623 +96%
MAWCM
2106
Mine & Arao Wealth Creation & Management
California
$339K -$14.8K -540 -3%
CAM
2107
Concorde Asset Management
Michigan
$339K +$71.5K +2,618 +20%
ATWA
2108
Arbor Trust Wealth Advisors
Michigan
$338K -$5.11K -187 -1%
AWCI
2109
Alpine Woods Capital Investors
New York
$337K -$73.7K -2,696 -15%
GPA
2110
Garrison Point Advisors
California
$337K
BL
2111
Balentine LLC
Georgia
$337K +$148K +5,405 +55%
RSWM
2112
Robertson Stephens Wealth Management
California
$337K +$418K +15,299 New
ACM
2113
Anfield Capital Management
California
$334K -$12K -439 -3%
HWMG
2114
Hurlow Wealth Management Group
Indiana
$333K +$3.55K +130 +0.9%
FWM
2115
Fairhaven Wealth Management
Illinois
$333K +$413K +15,132 New
AF
2116
AtlasMark Financial
Texas
$332K
UF
2117
Univest Financial
Pennsylvania
$332K -$2.8M -102,611 -87%
FDCC
2118
Foster Dykema Cabot & Co
Massachusetts
$332K -$115K -4,210 -22%
SFG
2119
Sunburst Financial Group
Alabama
$332K -$60.2K -2,205 -13%
MWM
2120
Marietta Wealth Management
Georgia
$331K +$1.89K +69 +0.5%
LC
2121
Landaas & Company
Wisconsin
$331K +$22.6K +828 +6%
MTCM
2122
Mint Tower Capital Management
Netherlands
$330K +$416K +15,241 New
WAG
2123
Winthrop Advisory Group
Massachusetts
$328K -$48.9K -1,789 -11%
GF
2124
Goodman Financial
Texas
$328K
NRI
2125
NFP Retirement Inc
California
$328K +$73.2K +2,680 +22%