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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1751
Planned Solutions
California
$373K +$172K +368 +88%
WPP
1752
Whalerock Point Partners
Rhode Island
$373K +$105K +225 +40%
AF
1753
Advisornet Financial
Minnesota
$369K -$118K -253 -25%
NAM
1754
North American Management
Massachusetts
$369K
MTC
1755
McDaniel Terry & Co
Texas
$368K -$935 -2 -0.3%
HWM
1756
Hemington Wealth Management
Virginia
$368K +$15.4K +33 +4%
KWM
1757
Keebeck Wealth Management
Illinois
$368K +$107K +228 +42%
NF
1758
Nikulski Financial
Iowa
$367K -$9.35K -20 -3%
ACM
1759
Argent Capital Management
Missouri
$366K
KWA
1760
KCS Wealth Advisory
California
$366K +$1.4K +3 +0.4%
PFA
1761
Pathway Financial Advisors
Vermont
$364K
KFGK
1762
Keystone Financial Group (Kentucky)
Kentucky
$362K -$47.2K -101 -12%
LWA
1763
Lineweaver Wealth Advisors
Ohio
$361K -$467 -1 -0.1%
MSAM
1764
Moloney Securities Asset Management
Missouri
$359K +$61.2K +131 +21%
OWA
1765
Opal Wealth Advisors
New York
$358K -$10.3K -22 -3%
ACS
1766
Archford Capital Strategies
Illinois
$358K +$15.9K +34 +5%
CAM
1767
Cozad Asset Management
Illinois
$358K +$57K +122 +19%
LA
1768
LVW Advisors
New York
$357K -$82.7K -177 -19%
APG
1769
Abacus Planning Group
South Carolina
$357K -$72.5K -155 -17%
BDFN
1770
Bond & Devick Financial Network
Minnesota
$357K +$23.4K +50 +7%
OWA
1771
One Wealth Advisors
California
$356K +$63.1K +135 +22%
SFG
1772
Summit Financial Group
West Virginia
$355K -$23.4K -50 -6%
CWM
1773
Cornerstone Wealth Management
Missouri
$355K -$467 -1 -0.1%
BIA
1774
Bigelow Investment Advisors
Maine
$354K +$17.3K +37 +5%
DF
1775
Donoghue Forlines
Massachusetts
$353K -$1.32M -2,820 -79%