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Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
451
Meridian Wealth Management
Kentucky
$335K +$330K +5,885 New
AAM
452
AR Asset Management
California
$334K – – –
HCM
453
Hall Capital Management
Rhode Island
$328K +$6.18K +110 +2%
KLI
454
Kelman-Lazarov Inc
Tennessee
$326K – – –
MFA
455
Mayflower Financial Advisors
Massachusetts
$326K +$320K +5,704 New
AIM
456
Alhambra Investment Management
Florida
$322K – – –
LAM
457
Lountzis Asset Management
Pennsylvania
$321K – – –
Circle Wealth Management
458
Circle Wealth Management
New Jersey
$319K +$56 +1 +0%
CBA
459
Coastal Bridge Advisors
Connecticut
$318K +$225 +4 +0.1%
Stock Yards Bank & Trust
460
Stock Yards Bank & Trust
Kentucky
$315K -$40.4K -719 -12%
AIM
461
Aspen Investment Management
Michigan
$315K – – –
PL
462
Parthenon LLC
Kentucky
$309K +$24.7K +440 +9%
Avantax Advisory Services
463
Avantax Advisory Services
Texas
$307K -$151K -2,680 -33%
H
464
HoyleCohen
California
$307K – – –
Capital Investment Advisors
465
Capital Investment Advisors
Georgia
$307K +$56 +1 +0%
TAM
466
Taurus Asset Management
New York
$306K – – –
BFO
467
Biltmore Family Office
North Carolina
$305K -$104K -1,850 -26%
PCG
468
Private Capital Group
Connecticut
$305K +$14.7K +261 +5%
RZH
469
Relyea Zuckerberg Hanson
Connecticut
$303K +$80.9K +1,440 +37%
ET
470
Equitable Trust
Tennessee
$302K – – –
Fayez Sarofim & Co
471
Fayez Sarofim & Co
Texas
$302K – – –
ACA
472
Atlas Capital Advisors
Wyoming
$302K -$65.5K -1,166 -18%
SWRP
473
Summit Wealth & Retirement Planning
California
$301K – – –
OPW
474
Oxler Private Wealth
New York
$298K +$294K +5,230 New
PTP
475
Platform Technology Partners
New York
$297K -$1.85K -33 -0.6%