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Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
1601
Asset Allocation & Management Company
Illinois
$346K
SAM
1602
S.A. Mason
Michigan
$346K
EWM
1603
EPG Wealth Management
Georgia
$346K +$219 +1 +0.1%
IA
1604
Inspire Advisors
Idaho
$346K +$18.2K +83 +6%
PP
1605
PrairieView Partners
Minnesota
$344K -$37.6K -172 -11%
SWA
1606
SOA Wealth Advisors
New York
$344K +$119K +543 +62%
WA
1607
Wealth Advisors
California
$342K
TA
1608
TrueWealth Advisors
Alabama
$341K -$9.85K -45 -3%
BCM
1609
Beck Capital Management
Texas
$341K +$11.2K +51 +4%
GA
1610
Geller Advisors
New York
$340K -$657 -3 -0.2%
IP
1611
Innovative Portfolios
Indiana
$340K +$14.9K +68 +5%
BP
1612
BBR Partners
New York
$339K -$104K -475 -25%
CHA
1613
Carmichael Hill & Associates
Maryland
$339K +$876 +4 +0.3%
SQA
1614
Simon Quick Advisors
New Jersey
$339K +$5.47K +25 +2%
ER
1615
Enlightenment Research
Florida
$338K +$306K +1,400 New
CFD
1616
Creative Financial Designs
Indiana
$337K +$68.1K +311 +29%
FUBT
1617
First United Bank & Trust
Maryland
$335K -$19K -87 -6%
CM
1618
Capula Management
Cayman Islands
$333K +$301K +1,377 New
YMRC
1619
Yorktown Management & Research Company
Virginia
$332K
XF
1620
XML Financial
Maryland
$332K +$438 +2 +0.1%
VFM
1621
Vivid Financial Management
California
$331K +$219 +1 +0.1%
SIG
1622
Sargent Investment Group
Maryland
$330K
TWM
1623
TriaGen Wealth Management
California
$327K +$1.31K +6 +0.5%
JF
1624
JSF Financial
California
$327K +$59.1K +270 +25%
SG
1625
Stonnington Group
California
$326K -$21.7K -99 -7%