Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1801
Argus Investors Counsel
New York
$378K -$12.8K -66 -3%
GSWM
1802
Golden State Wealth Management
California
$378K +$142K +731 +47%
MMG
1803
Monetary Management Group
Missouri
$378K +$248K +1,275 +128%
FSA
1804
Fort Sheridan Advisors
Illinois
$377K -$15.5K -80 -3%
MIM
1805
Martin Investment Management
Florida
$377K -$52.1K -268 -11%
WH
1806
Willner & Heller
California
$376K +$80.1K +412 +22%
FSA
1807
Financial Security Advisor
Virginia
$374K +$93.9K +483 +27%
HL
1808
HeadInvest LLC
Maine
$374K -$6.8K -35 -2%
SMA
1809
Seven Mile Advisory
New Jersey
$374K +$777 +4 +0.2%
WSCM
1810
Wellington Shields Capital Management
New York
$374K -$146K -750 -25%
OL
1811
Optas LLC
Texas
$373K -$58.3K -300 -12%
MWP
1812
Meriwether Wealth & Planning
Louisiana
$371K -$5.25K -27 -1%
IWP
1813
Invenio Wealth Partners
Florida
$371K +$17.1K +88 +4%
BWM
1814
BankPlus Wealth Management
Mississippi
$370K -$19.4K -100 -4%
EAM
1815
Evanson Asset Management
California
$368K +$431K +2,217 New
TAM
1816
Titleist Asset Management
Texas
$366K -$113K -583 -21%
CWM
1817
Centurion Wealth Management
Virginia
$366K – – –
PWA
1818
Provenance Wealth Advisors
Florida
$366K -$170K -876 -28%
RFA
1819
Rollins Financial Advisors
New York
$366K +$65.1K +335 +18%
W
1820
WorthPointe
California
$366K -$67.4K -347 -14%
MWA
1821
MFA Wealth Advisors
Pennsylvania
$365K -$17.5K -90 -4%
AA
1822
Auxano Advisors
Washington
$362K +$11.5K +59 +3%
MCA
1823
Millennium Capital Advisors
Arkansas
$362K -$97.2K -500 -19%
VBCG
1824
Valley Brook Capital Group
Pennsylvania
$360K +$91.1K +469 +28%
SBIA
1825
Sheaff Brock Investment Advisors
Indiana
$358K +$583 +3 +0.1%