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Name Holding Trade Value Shares
Change
Change in
Stake
SLWA
1626
San Luis Wealth Advisors
California
$347K
OL
1627
Optas LLC
Texas
$347K +$11.9K +55 +3%
FPCM
1628
Financial Partners Capital Management
New York
$347K -$50.4K -233 -12%
KFGK
1629
Keystone Financial Group (Kentucky)
Kentucky
$346K +$56.9K +263 +19%
DCM
1630
DGS Capital Management
New Jersey
$345K -$9.95K -46 -3%
RTS
1631
Round Table Services
New Jersey
$345K
MWM
1632
Madison Wealth Management
Ohio
$344K
FWP
1633
FAS Wealth Partners
Kansas
$342K -$3.68K -17 -1%
AFS
1634
Access Financial Services
Minnesota
$342K +$216 +1 +0.1%
QPWM
1635
Quadrant Private Wealth Management
Pennsylvania
$341K -$101K -468 -23%
MSCM
1636
McElhenny Sheffield Capital Management
Texas
$341K
MC
1637
Machina Capital
France
$340K -$757K -3,500 -69%
BC
1638
Barnett & Company
Tennessee
$340K
RFN
1639
RDA Financial Network
Iowa
$340K +$119K +548 +52%
PTC
1640
Philadelphia Trust Company
Pennsylvania
$339K -$9.3K -43 -3%
LWA
1641
Lenox Wealth Advisors
New York
$339K +$1.08K +5 +0.3%
O
1642
Ossiam
France
$336K -$5.39M -24,893 -94%
GC
1643
GFG Capital
Florida
$333K -$2.16K -10 -0.6%
B
1644
Barings
North Carolina
$333K
CNBTD
1645
Citizens National Bank Trust Department
Mississippi
$331K
CNC
1646
Citizens & Northern Corp
Pennsylvania
$330K
SAM
1647
Secure Asset Management
Michigan
$329K -$51.1K -236 -13%
SWA
1648
SOA Wealth Advisors
New York
$329K +$127K +588 +61%
DHGWA
1649
Dixon Hughes Goodman Wealth Advisors
North Carolina
$329K +$292K +1,350 +675%
GA
1650
Geller Advisors
New York
$328K -$1.08K -5 -0.3%