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Name Holding Trade Value Shares
Change
Change in
Stake
OMC
1551
Overbrook Management Corp
New York
$939K – – –
CPC
1552
Consolidated Planning Corp
Georgia
$936K -$149K -534 -13%
PJSIMP
1553
P.J. Schmidt Investment Management (PJS)
Wisconsin
$936K -$30.4K -109 -2%
SIAG
1554
Safeguard Investment Advisory Group
California
$932K +$180K +646 +23%
FWM
1555
Finer Wealth Management
Massachusetts
$930K +$7.26K +26 +0.7%
WSWA
1556
Warren Street Wealth Advisors
California
$929K +$151K +539 +18%
AFS
1557
AFG Fiduciary Services
Massachusetts
$927K – – –
BAM
1558
Bellevue Asset Management
Washington
$927K +$20.7K +74 +2%
CCB
1559
Country Club Bank
Missouri
$927K +$24.3K +87 +3%
MWM
1560
MinichMacGregor Wealth Management
New York
$927K +$34.1K +122 +4%
BS
1561
Boenning & Scattergood
Pennsylvania
$926K +$2.51K +9 +0.3%
BFS
1562
Bickling Financial Services
Massachusetts
$924K +$132K +472 +16%
CFFP
1563
Center for Financial Planning
Michigan
$923K +$16.8K +60 +2%
AR
1564
Advisory Research
Illinois
$920K +$66.7K +239 +7%
BWM
1565
Buckley Wealth Management
Nevada
$917K -$838 -3 -0.1%
PHIC
1566
Pine Haven Investment Counsel
Massachusetts
$915K -$5.58K -20 -0.6%
Confluence Wealth Services
1567
Confluence Wealth Services
Pennsylvania
$914K -$1.49M -5,347 -61%
GAG
1568
Goodman Advisory Group
Massachusetts
$914K -$612K -2,190 -39%
AI
1569
AXS Investments
New York
$911K +$319K +1,141 +50%
IIA
1570
IPG Investment Advisors
California
$910K -$712K -2,550 -43%
FNBOH
1571
First National Bank of Hutchinson
Kansas
$910K -$47.2K -169 -5%
ADL
1572
Asset Dedication LLC
California
$909K +$76.2K +273 +9%
RCG
1573
Rock Creek Group
District of Columbia
$909K +$140K +501 +17%
Nicholas Hoffman & Company
1574
Nicholas Hoffman & Company
Georgia
$908K +$2.51K +9 +0.3%
GBA
1575
Garrison Bradford & Associates
New York
$907K -$33.5K -120 -3%