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Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1926
Members Trust
Florida
$599K +$31.2K +721 +5%
FPL
1927
Fortress Private Ledger
North Carolina
$599K +$176K +4,074 +42%
RWM
1928
Revisor Wealth Management
Ohio
$597K +$334K +7,713 +123%
S
1929
SimplyRich
California
$596K +$86.4K +1,996 +17%
SJIM
1930
St. Johns Investment Management
Florida
$595K +$7.84K +181 +1%
VHAM
1931
Van Hulzen Asset Management
California
$594K +$23.6K +546 +4%
BFG
1932
Bouchey Financial Group
New York
$594K +$66.3K +1,530 +13%
FAN
1933
Financial Advisors Network
California
$593K +$74.1K +1,712 +14%
SSC
1934
Syverson Strege & Co
Iowa
$592K +$592K +13,677 New
FOA
1935
Five Oceans Advisors
California
$590K +$12.3K +283 +2%
TWP
1936
Triad Wealth Partners
Kansas
$589K +$66.9K +1,545 +13%
FCAS
1937
First Command Advisory Services
Texas
$589K -$49.9K -1,152 -8%
SDWIA
1938
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$589K +$12.6K +291 +2%
QCIG
1939
Quad-Cities Investment Group
Iowa
$588K +$31K +717 +6%
CS
1940
Cannell & Spears
New York
$588K -$806K -18,609 -58%
RFP
1941
Root Financial Partners
California
$588K +$206K +4,748 +54%
WAM
1942
Walker Asset Management
Missouri
$588K -$9.61K -222 -2%
AF
1943
Aldebaran Financial
$588K
BWFA
1944
Baltimore-Washington Financial Advisors
Maryland
$588K +$274K +6,336 +87%
GS
1945
GTS Securities
Florida
$586K -$1.77M -40,879 -75%
BGAI
1946
Bruce G. Allen Investments
Colorado
$586K -$2.12K -49 -0.4%
LA
1947
Latitude Advisors
Florida
$585K +$2.9K +67 +0.5%
AWS
1948
Arkfeld Wealth Strategies
Nebraska
$585K +$6.71K +155 +1%
HNWAG
1949
High Net Worth Advisory Group
Florida
$582K -$8.66K -200 -1%
SSWM
1950
Sheets Smith Wealth Management
North Carolina
$581K -$4.85K -112 -0.8%