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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2151
SOA Wealth Advisors
New York
$602K +$651K +10,955 New
CHAM
2152
Clear Harbor Asset Management
Connecticut
$599K -$108K -1,816 -15%
TCM
2153
Tributary Capital Management
Nebraska
$598K -$137K -2,300 -18%
NIM
2154
NuWave Investment Management
New Jersey
$598K +$499K +8,404 +472%
AF
2155
Affiance Financial
Minnesota
$597K +$14.7K +248 +3%
MWM
2156
Marietta Wealth Management
Georgia
$596K -$359K -6,044 -37%
NAM
2157
Nexpoint Asset Management
Texas
$588K -$535K -9,000 -47%
EIA
2158
Eldridge Investment Advisors
New Hampshire
$588K +$356 +6 +0.1%
MCA
2159
Magnolia Capital Advisors
Mississippi
$587K +$15.7K +264 +3%
PA
2160
PSI Advisors
Florida
$585K -$21.7K -366 -4%
ATWA
2161
Arbor Trust Wealth Advisors
Michigan
$585K +$591K +9,951 New
FC
2162
Financial Consulate
Maryland
$584K -$40.1K -676 -6%
Edgewood Management
2163
Edgewood Management
Connecticut
$583K – – –
SIS
2164
Sound Income Strategies
Florida
$580K +$55.9K +941 +11%
AAP
2165
Arax Advisory Partners
Colorado
$579K -$4.16K -70 -0.7%
TF
2166
TimeScale Financial
Massachusetts
$579K +$35.7K +601 +7%
MWPCG
2167
Measured Wealth Private Client Group
New Hampshire
$578K -$382K -6,436 -40%
BCP
2168
Berkeley Capital Partners
Georgia
$577K -$6.77K -114 -1%
KWA
2169
KCS Wealth Advisory
California
$577K -$3.62K -61 -0.6%
AWAP
2170
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$576K +$583K +9,810 New
MWM
2171
Mattern Wealth Management
Kansas
$574K -$8.91K -150 -2%
PP
2172
PDS Planning
Ohio
$574K +$20.7K +349 +4%
LS
2173
Leelyn Smith
Illinois
$573K +$6.89K +116 +1%
ATFA
2174
All Terrain Financial Advisors
Minnesota
$572K -$21.9K -369 -4%
BI
2175
Ballast Inc
Kentucky
$571K -$22.9K -385 -4%