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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2201
Altus Wealth Management
Kentucky
$249K
GAM
2202
Gould Asset Management
California
$249K +$7.4K +331 +3%
WP
2203
WMS Partners
Maryland
$248K -$37.4K -1,675 -13%
FSC
2204
Full Sail Capital
Oklahoma
$246K -$185K -8,290 -41%
FNBSF
2205
First National Bank Sioux Falls
South Dakota
$246K -$164K -7,349 -39%
NWM
2206
Northwest Wealth Management
Iowa
$246K -$15.5K -695 -6%
HKAM
2207
Horizon Kinetics Asset Management
New York
$246K -$8.49K -380 -3%
FPCM
2208
Financial Partners Capital Management
New York
$244K
LFA
2209
Legacy Financial Advisors
Kentucky
$244K -$86K -3,848 -25%
AO
2210
Advisor OS
Illinois
$242K -$91.3K -4,084 -27%
CH
2211
Canton Hathaway
Rhode Island
$242K
NF
2212
Nikulski Financial
Iowa
$242K
MFP
2213
Meridian Financial Partners
Virginia
$240K -$98.2K -4,396 -27%
CG
2214
Corundum Group
Colorado
$240K -$75.5K -3,379 -23%
FMP
2215
Financial Management Professionals
Texas
$240K -$10.7K -480 -4%
LFASL
2216
Lugano Financial Advisors SA (LFA)
Switzerland
$240K
RZH
2217
Relyea Zuckerberg Hanson
Connecticut
$239K -$18.9K -846 -7%
SLT
2218
St Louis Trust
Missouri
$239K
PWA
2219
Physician Wealth Advisors
Utah
$238K -$60K -2,685 -19%
CA
2220
Crumly & Associates
Illinois
$238K +$247K +11,043 New
BDF
2221
Black Diamond Financial
Maryland
$237K
RC
2222
Reik & Co
New York
$236K +$47.3K +2,118 +24%
CMANY
2223
Capital Management Associates (New York)
New York
$235K -$85.1K -3,807 -26%
SDJVC
2224
St. Denis J. Villere & Co
Louisiana
$233K -$91.3K -4,084 -27%
CP
2225
Camelot Portfolios
Ohio
$233K +$22 +1 +0%