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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2051
Klingman & Associates
New York
$459K +$57.2K +1,450 +14%
SFG
2052
Sather Financial Group
Texas
$459K
EWM
2053
Endurance Wealth Management
Rhode Island
$458K +$99.3K +2,519 +27%
RZH
2054
Relyea Zuckerberg Hanson
Connecticut
$458K +$14.7K +373 +3%
AGA
2055
Arkos Global Advisors
Texas
$456K +$55.5K +1,407 +14%
Fayez Sarofim & Co
2056
Fayez Sarofim & Co
Texas
$456K -$118K -2,982 -20%
AGA
2057
Accuvest Global Advisors
Utah
$455K -$881K -22,350 -66%
IAG
2058
Investmark Advisory Group
Connecticut
$454K -$227K -5,744 -33%
HCM
2059
Highlander Capital Management
New Jersey
$452K +$7.89K +200 +2%
BFG
2060
Berger Financial Group
Minnesota
$449K -$51.7K -1,311 -10%
CCM
2061
Check Capital Management
California
$448K -$55.3K -1,402 -11%
AWM
2062
Accel Wealth Management
Iowa
$448K -$34.3K -870 -7%
IWA
2063
Intercontinental Wealth Advisors
Texas
$446K -$31K -785 -6%
CMP
2064
Coston McIsaac & Partners
Maine
$446K +$114K +2,885 +34%
RAG
2065
RIA Advisory Group
Iowa
$445K -$3.82M -96,834 -89%
CIA
2066
Cape Investment Advisory
Georgia
$444K +$451K +11,429 New
LW
2067
Lauer Wealth
Indiana
$444K +$470K +11,906 New
PFM
2068
Parsec Financial Management
North Carolina
$444K +$144K +3,653 +47%
FC
2069
Financial Consulate
Maryland
$442K +$39.3K +996 +10%
JPMIA
2070
J.P. Marvel Investment Advisors
Massachusetts
$441K
EWM
2071
Empirical Wealth Management
Washington
$441K -$29.8K -756 -6%
IIA
2072
IPG Investment Advisors
California
$440K +$446K +11,310 New
BAM
2073
Boyar Asset Management
New York
$439K +$39.4K +1,000 +10%
SAM
2074
Security Asset Management
New York
$438K -$11.2K -285 -2%
CF
2075
Copperwynd Financial
Arizona
$436K +$71.6K +1,816 +19%