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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1951
JSF Financial
California
$271K +$18.4K +78 +8%
AWA
1952
Alaska Wealth Advisors
Alaska
$271K +$34.6K +147 +16%
PCWA
1953
Pacific Capital Wealth Advisors
California
$271K +$246K +1,047 New
T
1954
TrueFG
Texas
$270K +$171K +726 New
TCWM
1955
Total Clarity Wealth Management
Illinois
$269K -$706 -3 -0.3%
EARNEST Partners
1956
EARNEST Partners
Georgia
$268K – – –
HR
1957
Howe & Rusling
New York
$268K – – –
M1FG
1958
Mach-1 Financial Group
Arkansas
$268K +$1.41K +6 +0.6%
AWAP
1959
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K +$28.2K +120 +13%
DJSG
1960
D.J. St. Germain
Massachusetts
$268K +$244K +1,038 New
JEST
1961
JTC Employer Solutions Trustee
Jersey
$267K – – –
MAM
1962
McLean Asset Management
Virginia
$267K +$185K +786 New
ISWM
1963
Independent Solutions Wealth Management
New York
$267K -$36K -153 -13%
HIM
1964
Hillsdale Investment Management
Ontario, Canada
$266K -$38.8K -165 -14%
FNWM
1965
Financial Network Wealth Management
Utah
$266K – – –
RMC
1966
Resources Management Corp
Connecticut
$264K -$12K -51 -5%
PAMG
1967
Patton Albertson Miller Group
Tennessee
$264K – – –
MKC
1968
M. Kraus & Co
Vermont
$264K +$1.41K +6 +0.6%
WTFG
1969
Wells Trecaso Financial Group
Ohio
$263K +$706 +3 +0.3%
AP
1970
Arlington Partners
Alabama
$263K +$169K +717 +239%
CCA
1971
Clearwater Capital Advisors
Illinois
$262K +$23.3K +99 +11%
RRCM
1972
Rappaport Reiches Capital Management
Illinois
$260K +$2.82K +12 +1%
ATPW
1973
Ashton Thomas Private Wealth
Arizona
$260K +$237K +1,005 New
CAM
1974
Columbia Asset Management
Michigan
$258K -$24.7K -105 -10%
HI
1975
Hudock Inc
Pennsylvania
$258K -$7.06K -30 -3%