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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1526
Capital Performance Advisors
California
$343K -$139K -503 -26%
LI
1527
LRI Investments
Florida
$342K -$130K -469 -25%
FMN
1528
Financial Management Network
California
$342K -$27.7K -100 -6%
AIM
1529
Alhambra Investment Management
Florida
$342K +$16.6K +60 +4%
CWM
1530
Cornerstone Wealth Management
Missouri
$342K +$61.8K +223 +19%
FOFP
1531
Fee-Only Financial Planning
South Carolina
$342K
NRC
1532
New Republic Capital
North Carolina
$342K +$82.8K +299 +27%
IWA
1533
Icon Wealth Advisors
Texas
$341K -$1.28M -4,605 -77%
PWAM
1534
Pinnacle West Asset Management
Wyoming
$341K +$6.37K +23 +2%
GBT
1535
Grove Bank & Trust
Florida
$340K -$560K -2,020 -59%
SC
1536
Sierra Capital
Florida
$339K -$6.09K -22 -2%
BAM
1537
Bellevue Asset Management
Washington
$338K -$41K -148 -10%
SFG
1538
Synergy Financial Group
California
$338K +$16.6K +60 +5%
HAG
1539
HighPoint Advisor Group
Illinois
$337K -$2.62M -9,445 -87%
SIG
1540
Sargent Investment Group
Maryland
$337K -$15.2K -55 -4%
DE
1541
Defiance ETFs
New York
$337K +$384K +1,387 New
YP
1542
YANKCOM Partnership
South Dakota
$336K +$25.5K +92 +7%
AF
1543
Advisornet Financial
Minnesota
$335K -$92.5K -334 -19%
CIC
1544
Chilton Investment Company
Connecticut
$335K +$382K +1,380 New
HPC
1545
Hobart Private Capital
North Carolina
$335K -$849K -3,065 -69%
PL
1546
PeakShares LLC
Florida
$334K +$102K +368 +37%
PAG
1547
Poinciana Advisors Group
Florida
$334K +$381K +1,374 New
FFA
1548
Fi3 Financial Advisors
Indiana
$333K +$190K +687 +100%
QWM
1549
Quadcap Wealth Management
Texas
$333K +$34.1K +123 +10%
JWM
1550
Jeppson Wealth Management
California
$332K -$8.59K -31 -2%