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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2051
Kaizen Financial Strategies
California
$429K -$93.4K -322 -19%
CA
2052
Calton & Associates
Florida
$429K -$1.45K -5 -0.3%
WA
2053
Wealth Architects
California
$428K -$2.9K -10 -0.7%
BFA
2054
Brown Financial Advisors
Ohio
$428K +$8.41K +29 +2%
VWM
2055
Vigilare Wealth Management
Arizona
$426K – – –
FNBTCON
2056
First National Bank & Trust Co of Newtown
Pennsylvania
$426K -$45.5K -157 -9%
DWG
2057
Darden Wealth Group
Michigan
$424K +$436K +1,504 New
DFS
2058
Dixon Fnancial Services
California
$423K – – –
BW
2059
BXM Wealth
Colorado
$423K +$145K +500 +50%
OL
2060
Optas LLC
Texas
$422K -$31.3K -108 -7%
CFA
2061
Capstone Financial Advisors
Illinois
$422K +$2.9K +10 +0.7%
VIA
2062
Virtus Investment Advisers
Connecticut
$422K -$1.43M -4,935 -77%
BIA
2063
Barry Investment Advisors
Massachusetts
$421K -$72.5K -250 -14%
OF
2064
Optimize Financial
California
$421K +$432K +1,491 New
APA
2065
Astoria Portfolio Advisors
New York
$421K -$50.5K -174 -11%
IWA
2066
IVC Wealth Advisors
Pennsylvania
$420K +$12.5K +43 +3%
SCA
2067
Sandy Cove Advisors
Massachusetts
$420K +$20.3K +70 +5%
CFA
2068
CWS Financial Advisors
Michigan
$419K -$6.38K -22 -1%
NFG
2069
Nadler Financial Group
Illinois
$419K -$14.2K -49 -3%
NG
2070
Northstar Group
New York
$419K -$5.22K -18 -1%
LWM
2071
Lyell Wealth Management
California
$419K – – –
SFS
2072
Summit Financial Strategies
Ohio
$418K – – –
RT
2073
Rockland Trust
Massachusetts
$417K -$14.5K -50 -3%
FMTCOCP
2074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$415K – – –
SMWM
2075
Silvia McColl Wealth Management
California
$415K -$18.9K -65 -4%