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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1726
TMD Wealth Management
Arizona
$207K +$195K +1,044 New
TA
1727
Tiedemann Advisors
New York
$207K +$197K +1,051 New
BSWM
1728
Boston Standard Wealth Management
Massachusetts
$206K +$193K +1,030 New
AIP
1729
ARS Investment Partners
New York
$206K +$195K +1,040 New
CWM
1730
Chronos Wealth Management
Florida
$206K +$195K +1,040 New
AA
1731
ACT Advisors
North Carolina
$204K +$187K +1,000 New
AFA
1732
American Financial Advisors
Georgia
$204K +$192K +1,028 New
LC
1733
Lincoln Capital
Nebraska
$204K +$193K +1,029 New
PFA
1734
Paradigm Financial Advisors
Missouri
$204K +$193K +1,030 New
EA
1735
Emerald Advisors
Washington
$202K +$191K +1,020 New
ICP
1736
Interchange Capital Partners
Pennsylvania
$200K -$113K -603 -40%
KIG
1737
Kowal Investment Group
Wisconsin
$200K +$561 +3 +0.3%
FC
1738
Ferris Capital
Massachusetts
$200K +$189K +1,011 New
MLFP
1739
MPS Loria Financial Planners
Illinois
$197K
AWM
1740
Atticus Wealth Management
Florida
$197K +$15K +80 +9%
NSB
1741
Norway Savings Bank
Maine
$194K -$18.7K -100 -9%
OWIM
1742
Old West Investment Management
California
$194K +$103K +549 +127%
SNT
1743
Security National Trust
West Virginia
$193K -$18.7K -100 -9%
TWA
1744
TCI Wealth Advisors
Arizona
$182K +$42.3K +226 +33%
ZB
1745
Zions Bancorporation
Utah
$180K -$39.7K -212 -19%
APP
1746
Alpha Paradigm Partners
Illinois
$175K +$166K +886 New
SWA
1747
SOA Wealth Advisors
New York
$174K +$6.74K +36 +4%
JWM
1748
Janiczek Wealth Management
Colorado
$173K +$23.4K +125 +17%
RCG
1749
Rock Creek Group
District of Columbia
$172K -$42.5K -227 -21%
Barrow, Hanley, Mewhinney & Strauss
1750
Barrow, Hanley, Mewhinney & Strauss
Texas
$172K +$9.73K +52 +6%