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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
3176
Trillium Asset Management
Massachusetts
$671K -$197K -1,240 -22%
SFG
3177
StrategIQ Financial Group
Indiana
$671K -$22.2K -140 -3%
POIA
3178
Pin Oak Investment Advisors
Texas
$668K +$288K +1,820 +73%
TCWA
3179
Ten Capital Wealth Advisors
Washington
$665K -$72.9K -460 -10%
HA
3180
Harborview Advisors
Maine
$665K
MCG
3181
MACRO Consulting Group
New Jersey
$665K +$209K +1,320 +44%
JWM
3182
Janiczek Wealth Management
Colorado
$662K -$41.2K -260 -6%
DFA
3183
DHJJ Financial Advisors
Illinois
$662K +$3.17K +20 +0.5%
TIM
3184
Total Investment Management
Arizona
$655K +$466K +2,940 +78%
MAS
3185
Managed Account Services
Florida
$653K -$95.1K -600 -12%
MWM
3186
MinichMacGregor Wealth Management
New York
$652K +$38K +240 +6%
LWMG
3187
Levy Wealth Management Group
Pennsylvania
$650K -$298K -1,880 -31%
GWM
3188
Gitterman Wealth Management
New Jersey
$650K +$666K +4,200 New
LGA
3189
Lebenthal Global Advisors
New York
$649K +$31.7K +200 +5%
DIM
3190
DC Investments Management
Virginia
$647K +$663K +4,180 New
SFG
3191
Sunburst Financial Group
Alabama
$645K
4WM
3192
44 Wealth Management
Oregon
$644K +$9.51K +60 +1%
FLA
3193
Financial Life Advisors
Texas
$640K +$9.51K +60 +1%
FG
3194
Foster Group
Iowa
$640K +$15.9K +100 +2%
KA
3195
KLCM Advisors
Wisconsin
$640K +$47.6K +300 +8%
FFG
3196
Fortem Financial Group
California
$634K -$28.5K -180 -4%
SCA
3197
St. Clair Advisors
Ohio
$631K -$133K -840 -17%
BMA
3198
Brooks Moore & Associates
Tennessee
$631K +$31.7K +200 +5%
BWM
3199
BT Wealth Management
Georgia
$628K -$634K -4,000 -50%
FSG
3200
Financial Strategies Group
Michigan
$628K +$95.1K +600 +17%