Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1326
Arete Wealth Advisors
Illinois
$827K -$91.5K -537 -10%
FM
1327
Family Management
New York
$820K +$67.1K +394 +9%
FPWM
1328
FSB Premier Wealth Management
Iowa
$820K +$241K +1,415 +43%
ONST
1329
Old North State Trust
North Carolina
$817K +$27.9K +164 +4%
ACA
1330
Atlas Capital Advisors
Wyoming
$814K +$24.4K +143 +3%
RCM
1331
Riverpark Capital Management
New York
$811K +$796K +4,669 New
Empower Advisory Group
1332
Empower Advisory Group
Colorado
$807K +$13.5K +79 +2%
MCM
1333
Mattern Capital Management
Colorado
$806K +$59.1K +347 +8%
HR
1334
Hardy Reed
Mississippi
$805K +$9.54K +56 +1%
NCM
1335
Narwhal Capital Management
Georgia
$803K -$170 -1 -0%
ECM
1336
Elgethun Capital Management
South Dakota
$803K +$17.2K +101 +2%
JAFL
1337
Jay A. Fishman Ltd
Michigan
$800K -$852 -5 -0.1%
1WM
1338
1900 Wealth Management
Texas
$793K – – –
BWM
1339
BKM Wealth Management
Wisconsin
$792K +$106K +622 +16%
SWM
1340
Seed Wealth Management
Illinois
$792K – – –
PCM
1341
Parsons Capital Management
Rhode Island
$786K – – –
ACA
1342
Aptus Capital Advisors
Alabama
$783K +$387K +2,273 +102%
HP
1343
Holowesko Partners
Bahamas
$782K -$767K -4,500 -50%
GFP
1344
Gryphon Financial Partners
Ohio
$781K -$30.3K -178 -4%
EW
1345
Elyxium Wealth
California
$780K +$766K +4,493 New
SAM
1346
Smartleaf Asset Management
Massachusetts
$780K +$618K +3,625 +478%
VAM
1347
Vienna Asset Management
California
$780K +$765K +4,489 New
AA
1348
Addison Advisors
Vermont
$779K +$456K +2,676 +148%
GFWA
1349
Grey Fox Wealth Advisors
Delaware
$777K +$4.94K +29 +0.7%
IDA
1350
Intelligence Driven Advisers
California
$776K -$117K -685 -13%