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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2251
Aprio Wealth Management
Georgia
$390K +$99.5K +868 +34%
PSP
2252
Pacific Sage Partners
Washington
$390K – – –
WC
2253
Wynn Capital
Georgia
$390K +$11.2K +98 +3%
PHWM
2254
Pine Harbor Wealth Management
Maryland
$389K +$1.72K +15 +0.4%
BCM
2255
Birch Capital Management
Texas
$389K – – –
SCM
2256
Sage Capital Management
New Jersey
$389K +$573 +5 +0.1%
GP
2257
Geneva Partners
Wisconsin
$388K -$82.7K -721 -17%
SFS
2258
Strategic Financial Services
New York
$388K -$6.3K -55 -2%
AA
2259
Apriem Advisors
California
$388K -$2.13M -18,611 -85%
NFA
2260
Northern Financial Advisors
Michigan
$387K -$115 -1 -0%
SFM
2261
Systematic Financial Management
New Jersey
$386K – – –
ZF
2262
Zhang Financial
Michigan
$386K -$802 -7 -0.2%
KWM
2263
KFG Wealth Management
Indiana
$385K +$1.83K +16 +0.5%
TAM
2264
Tucker Asset Management
Colorado
$384K +$77.5K +676 +25%
Wedge Capital Management
2265
Wedge Capital Management
North Carolina
$384K +$11.6K +101 +3%
SG
2266
Sienna Gestion
France
$384K +$387K +3,377 New
APG
2267
Abacus Planning Group
South Carolina
$384K -$24.2K -211 -6%
GAM
2268
GEM Asset Management
Michigan
$383K – – –
Savvy Advisors Inc
2269
Savvy Advisors Inc
New York
$382K +$147K +1,279 +61%
JB Capital
2270
JB Capital
Connecticut
$382K +$1.26K +11 +0.3%
WAG
2271
Wiser Advisor Group
Arizona
$382K -$4.36K -38 -1%
CFS
2272
Commonwealth Financial Services
West Virginia
$382K – – –
RIA
2273
Realta Investment Advisors
Delaware
$382K -$64K -558 -14%
SMG
2274
Smart Money Group
Texas
$380K +$411K +3,582 New
SF
2275
Slagle Financial
Illinois
$379K -$458K -3,997 -55%