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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1901
Alhambra Investment Management
Florida
$559K
MWA
1902
Monograph Wealth Advisors
California
$559K
GGS
1903
Galvin Gaustad & Stein
Arizona
$559K +$5.03K +18 +0.9%
VCM
1904
Vigilant Capital Management
Maine
$559K +$10.1K +36 +2%
KWM
1905
Keebeck Wealth Management
Illinois
$559K +$115K +411 +24%
BWS
1906
Buck Wealth Strategies
Colorado
$559K +$623K +2,232 New
SRFM
1907
Shannon River Fund Management
New York
$557K +$586K +2,100 New
ANBT
1908
American National Bank & Trust
Texas
$556K +$88.8K +318 +18%
QFA
1909
Quantum Financial Advisors
California
$555K +$42.7K +153 +8%
GCM
1910
G2 Capital Management
Ohio
$555K +$92.2K +330 +19%
TIAM2
1911
Tru Independence Asset Management 2
Oregon
$555K +$291K +1,042 +99%
NFC
1912
Northeast Financial Consultants
Connecticut
$554K -$385K -1,380 -40%
SRSA
1913
S.R. Schill & Associates
Washington
$552K +$104K +372 +22%
SWM
1914
Selective Wealth Management
Virginia
$551K -$250K -896 -30%
PFWA
1915
Paces Ferry Wealth Advisors
Georgia
$551K -$9.77K -35 -2%
MFG
1916
Monte Financial Group
Connecticut
$551K
NG
1917
Northstar Group
New York
$551K
CCA
1918
Cobblestone Capital Advisors
New York
$550K -$7.82K -28 -1%
KOC
1919
Koss-Olinger Consulting
Florida
$548K -$19.5K -70 -3%
ACA
1920
Aspire Capital Advisors
Washington
$548K -$1.12K -4 -0.2%
CCM
1921
Chiron Capital Management
Florida
$545K -$21.2K -76 -4%
MW
1922
Milestone Wealth
New York
$545K
AWAG
1923
ARS Wealth Advisors Group
Florida
$545K +$41.9K +150 +8%
EWA
1924
Evolution Wealth Advisors
Florida
$543K -$104K -372 -15%
BWM
1925
Baystate Wealth Management
Massachusetts
$543K +$20.9K +75 +4%