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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1926
LS Investment Advisors
Michigan
$404K +$421K +12,457 New
TSWM
1927
Triangle Securities Wealth Management
North Carolina
$403K -$438K -12,976 -51%
APG
1928
Abacus Planning Group
South Carolina
$403K -$14K -415 -3%
FSCM
1929
Front Street Capital Management
Montana
$403K -$62K -1,834 -13%
PWP
1930
Phillips Wealth Planners
Mississippi
$402K -$291K -8,604 -40%
AF
1931
Apexium Financial
Texas
$402K -$10.9K -322 -3%
WC
1932
Weil Company
California
$401K -$231K -6,824 -36%
KP
1933
Keel Point
Alabama
$398K -$56.9K -1,684 -12%
SIA
1934
SkyView Investment Advisors
New Jersey
$397K -$268K -7,925 -39%
LC
1935
LCNB Corp
Ohio
$397K -$24.7K -732 -6%
DS
1936
DRW Securities
Illinois
$396K -$111K -3,282 -21%
SWA
1937
Sax Wealth Advisors
New Jersey
$396K +$22.6K +670 +6%
FPWM
1938
FSB Premier Wealth Management
Iowa
$395K -$16.2K -480 -4%
WTFG
1939
Wells Trecaso Financial Group
Ohio
$395K -$7.8K -231 -2%
BFG
1940
Bouchey Financial Group
New York
$395K -$8.62K -255 -2%
CSI
1941
Cross Staff Investments
New York
$394K -$33.7K -996 -8%
KA
1942
Klingman & Associates
New York
$394K -$7.3K -216 -2%
EWA
1943
Encompass Wealth Advisors
Oregon
$393K -$22.1K -655 -5%
BIAS
1944
Beacon Investment Advisory Services
New Jersey
$393K -$12.7K -376 -3%
LAM
1945
L2 Asset Management
Massachusetts
$392K -$355K -10,511 -97%
CHAM
1946
Clear Harbor Asset Management
Connecticut
$392K – – –
AIM
1947
Alhambra Investment Management
Florida
$392K -$473 -14 -0.1%
CA
1948
Cresta Advisors
Texas
$389K – – –
WP
1949
Westmount Partners
California
$387K -$61.9K -1,832 -13%
WAL
1950
W Advisors LLC
Tennessee
$386K -$106K -3,148 -21%