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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1801
Financial Security Advisor
Virginia
$540K +$24.3K +131 +6%
RMP
1802
Richards, Merrill & Peterson
Washington
$540K +$9.26K +50 +2%
ACP
1803
Aviance Capital Partners
Florida
$539K -$5.19K -28 -1%
FAT
1804
First American Trust
California
$538K -$120K -647 -21%
JWA
1805
JFS Wealth Advisors
Pennsylvania
$536K -$17.6K -95 -4%
PCH
1806
PGIM Custom Harvest
New Jersey
$535K -$6.85K -37 -2%
TC
1807
TownSquare Capital
Utah
$532K -$24.8M -133,621 -98%
LPT
1808
Legacy Private Trust
Wisconsin
$532K -$62.2K -336 -13%
AFC
1809
AFT Forsyth & Company
Florida
$530K
WH
1810
Willner & Heller
California
$529K +$13.3K +72 +3%
KCM
1811
KRS Capital Management
Michigan
$528K +$3.89K +21 +0.9%
GLA
1812
Good Life Advisors
Pennsylvania
$528K -$159K -856 -27%
SWA
1813
Sax Wealth Advisors
New Jersey
$526K -$14.1K -76 -3%
HCM
1814
Hollencrest Capital Management
California
$524K +$66.9K +361 +18%
BWA
1815
Bordeaux Wealth Advisors
California
$524K -$4.63K -25 -1%
AF
1816
Abound Financial
California
$523K +$185 +1 +0%
PG
1817
Patten Group
Tennessee
$522K -$53K -286 -11%
AWM
1818
AAF Wealth Management
Massachusetts
$522K +$1.3K +7 +0.3%
SMA
1819
Seven Mile Advisory
New Jersey
$522K +$9.63K +52 +2%
CWS
1820
Cypress Wealth Services
California
$521K +$62.6K +338 +17%
NI
1821
NCP Inc
California
$521K
AHL
1822
Abel Hall LLC
Louisiana
$519K +$425K +2,293 New
KAS
1823
KPP Advisory Services
Kentucky
$518K +$59.8K +323 +16%
IWM
1824
Iams Wealth Management
Nebraska
$517K +$423K +2,284 New
LFG
1825
Larson Financial Group
Missouri
$517K +$47.8K +258 +13%