Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2151
Inlet Private Wealth
Florida
$517K – – –
FBC
2152
Fairfield, Bush & Co
Connecticut
$517K +$477K +10,289 New
FPCP
2153
Fort Point Capital Partners
California
$515K +$19.3K +416 +4%
TFG
2154
Tilson Financial Group
New Jersey
$514K +$2.13K +46 +0.5%
VP
2155
Verum Partners
North Carolina
$512K +$72.7K +1,569 +18%
AI
2156
Arvest Investments
Arkansas
$508K -$8.85K -191 -2%
BFG
2157
Berger Financial Group
Minnesota
$507K -$58.9K -1,270 -11%
SCM
2158
Sterneck Capital Management
Missouri
$507K -$73.8K -1,592 -14%
CA
2159
Capital Advantage
California
$505K -$29K -626 -6%
HCP
2160
Hardin Capital Partners
South Carolina
$505K +$25.2K +543 +6%
AOI
2161
Auto-Owners Insurance
Michigan
$504K – – –
Group One Trading
2162
Group One Trading
Illinois
$503K -$5.22M -112,601 -92%
PGWM
2163
Pitti Group Wealth Management
New York
$503K +$1.21K +26 +0.3%
RGF
2164
Retirement Guys Formula
Ohio
$502K -$972K -20,966 -68%
SLT
2165
St Louis Trust
Missouri
$502K – – –
WCFA
2166
Walkner Condon Financial Advisors
Wisconsin
$501K -$6.26K -135 -1%
NAMP
2167
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$501K -$82.9K -1,789 -15%
TA
2168
TPG Advisors
Illinois
$500K +$12K +259 +3%
AAB
2169
ABN AMRO Bank
Netherlands
$499K -$129K -2,780 -22%
FWI
2170
Facet Wealth Inc
Maryland
$499K -$28.7K -620 -6%
AAA
2171
American Alpha Advisors
New York
$499K +$461K +9,938 New
LSWP
2172
Liberty Square Wealth Partners
Pennsylvania
$498K -$68.4K -1,476 -13%
MLFP
2173
MPS Loria Financial Planners
Illinois
$498K +$10.9K +235 +2%
3IP
2174
3Chopt Investment Partners
Virginia
$497K +$45.4K +979 +11%
BWM
2175
Bullock Wealth Management
Indiana
$497K +$2.04K +44 +0.4%