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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2351
Paces Ferry Wealth Advisors
Georgia
$316K -$3.4K -31 -1%
RFA
2352
Register Financial Advisors
Georgia
$316K -$9.65K -88 -3%
SCM
2353
Seascape Capital Management
New Hampshire
$316K +$1.21K +11 +0.4%
CFO
2354
Collective Family Office
Pennsylvania
$316K -$75.2K -686 -20%
PFA
2355
Pathway Financial Advisers
Indiana
$315K +$152K +1,382 +100%
GAM
2356
Gemmer Asset Management
California
$315K +$110 +1 +0%
AEPWM
2357
Atlantic Edge Private Wealth Management
Florida
$315K +$85.9K +783 +40%
OMC
2358
Overbrook Management Corp
New York
$314K -$158K -1,436 -34%
JSA
2359
Jacobson & Schmitt Advisors
Wisconsin
$313K -$2.96K -27 -1%
ATS
2360
Ashton Thomas Securities
New York
$313K +$64.1K +584 +27%
YWS
2361
Yarger Wealth Strategies
Ohio
$313K +$8.55K +78 +3%
NCTC
2362
New Covenant Trust Company
Indiana
$313K
OWM
2363
Opes Wealth Management
California
$312K +$1.75K +16 +0.6%
CCM
2364
Crew Capital Management
Ohio
$312K -$105K -955 -26%
IF
2365
Ironwood Financial
Arizona
$312K -$14.6K -133 -5%
CWA
2366
Clearview Wealth Advisors
Oregon
$312K -$12K -109 -4%
OIA
2367
Optimum Investment Advisors
Illinois
$311K
CMP
2368
Coston McIsaac & Partners
Maine
$310K +$40.7K +371 +16%
IIA
2369
Integral Investment Advisors
California
$310K +$23.4K +213 +9%
B
2370
Bellecapital
Switzerland
$309K
AWA
2371
Acorn Wealth Advisors
Michigan
$308K +$296K +2,703 New
BHC
2372
Bowen Hanes & Co
Florida
$308K
LSC
2373
Lesa Sroufe & Co
Washington
$307K
IF
2374
Insight Folios
North Carolina
$307K +$9.54K +87 +3%
SW
2375
SkyOak Wealth
Michigan
$306K