Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1551
AGH Wealth Advisors
Kansas
$967K -$83.5K -2,059 -8%
WCBA
1552
Weaver C. Barksdale & Associates
Tennessee
$966K -$116K -2,857 -11%
M1FG
1553
Mach-1 Financial Group
Arkansas
$963K +$959K +23,641 New
GSC
1554
G&S Capital
Colorado
$962K -$95.5K -2,355 -9%
NWWA
1555
New Wave Wealth Advisors
Arkansas
$961K +$28.2K +695 +3%
BMWM
1556
Brown Miller Wealth Management
Virginia
$960K +$7.79K +192 +0.8%
STA
1557
Smith Thornton Advisors
Alabama
$958K +$51.8K +1,276 +6%
YP
1558
YANKCOM Partnership
South Dakota
$957K +$2.47K +61 +0.3%
EWM
1559
Evercore Wealth Management
New York
$957K -$72.4K -1,785 -7%
BF
1560
bLong Financial
Tennessee
$955K -$40.6K -1,000 -4%
WFM
1561
Wolff Financial Management
Michigan
$954K +$365 +9 +0%
MS
1562
Madden Securities
Texas
$953K -$709K -17,470 -43%
ATC
1563
Adirondack Trust Company
New York
$948K -$15.2K -374 -2%
AW
1564
Alteri Wealth
California
$948K +$99K +2,440 +12%
UF
1565
Univest Financial
Pennsylvania
$948K +$98.3K +2,424 +12%
TWA
1566
TCI Wealth Advisors
Arizona
$943K -$48.1K -1,187 -5%
LJAC
1567
L.J. Altfest & Co
New York
$943K -$872K -21,487 -48%
BCWM
1568
Bartlett & Co Wealth Management
Ohio
$941K -$14.2K -349 -1%
IRP
1569
Investment Research Partners
Pennsylvania
$940K -$86.2K -2,125 -8%
SIC
1570
Samalin Investment Counsel
New York
$940K +$619K +15,269 +196%
TFA
1571
Transamerica Financial Advisors
Florida
$939K +$81.6K +2,011 +10%
HIC
1572
Hamrick Investment Counsel
Washington
$939K +$936K +23,064 New
LP
1573
LMR Partners
United Kingdom
$939K +$935K +23,059 New
PFA
1574
Pure Financial Advisors
California
$938K -$70.7K -1,743 -7%
BPWM
1575
Badgley Phelps Wealth Managers
Washington
$936K -$6.86K -169 -0.7%