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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1201
Toth Financial Advisory
Virginia
$231K – – –
AWM
1202
Angeles Wealth Management
California
$231K +$259K +2,215 New
C1AG
1203
Client 1st Advisory Group
Florida
$231K +$259K +2,219 New
AWM
1204
AllSquare Wealth Management
New York
$229K -$8.77K -75 -3%
CA
1205
Carson Advisory
Georgia
$229K – – –
ICP
1206
Interchange Capital Partners
Pennsylvania
$228K -$20.9K -179 -8%
CAGAS
1207
Capital Advisory Group Advisory Services
Minnesota
$228K +$6.55K +56 +3%
HPCM
1208
High Pointe Capital Management
Illinois
$227K -$320K -2,740 -56%
GW
1209
GW & Wade
Massachusetts
$227K -$68.1K -582 -21%
AAM
1210
Austin Asset Management
Texas
$227K +$254K +2,173 New
FHB
1211
First Hawaiian Bank
Hawaii
$226K -$103K -881 -29%
FB
1212
Fulton Bank
Pennsylvania
$225K -$188K -1,607 -43%
4WM
1213
44 Wealth Management
Oregon
$225K -$7.6K -65 -3%
DHFB
1214
Dixon Hubard Feinour & Brown
Virginia
$225K – – –
XSC
1215
X-Square Capital
Puerto Rico
$225K – – –
WF
1216
WoodTrust Financial
Wisconsin
$224K +$46.8K +400 +23%
CWM
1217
CCG Wealth Management
California
$224K +$251K +2,147 New
BCM
1218
Becker Capital Management
Oregon
$223K -$11.7K -100 -4%
PSP
1219
Principal Street Partners
Tennessee
$222K +$248K +2,120 New
SFG
1220
SevenBridge Financial Group
Pennsylvania
$221K -$58.6K -501 -19%
PMFA
1221
Plante Moran Financial Advisors
Michigan
$221K -$3.04K -26 -1%
PNC
1222
Park National Corp
Ohio
$220K -$295K -2,525 -55%
BRWM
1223
B. Riley Wealth Management
Tennessee
$220K +$22.8K +195 +10%
SFWC
1224
Strategic Family Wealth Counselors
New Jersey
$219K – – –
TCA
1225
Transcend Capital Advisors
New Jersey
$219K +$17.8K +152 +8%