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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
3251
First Affirmative Financial Network
Colorado
$749K -$46.2K -369 -5%
TWA
3252
Tillar-Wenstrup Advisors
Ohio
$749K +$57.1K +456 +7%
AWM
3253
Avaii Wealth Management
Wisconsin
$747K +$102K +818 +13%
ASBI
3254
American State Bank (Iowa)
Iowa
$747K +$159K +1,270 +22%
NAG
3255
Northstar Advisory Group
New Jersey
$746K +$45.7K +365 +5%
LF
3256
Lee Financial
Texas
$744K -$4K -32 -0.5%
ST
3257
Sageworth Trust
Pennsylvania
$744K +$45.2K +361 +5%
SRG
3258
SBB Research Group
Illinois
$743K
EP
3259
EPIQ Partners
Minnesota
$743K +$15K +120 +2%
PCM
3260
Pentwater Capital Management
Florida
$743K +$626K +5,000 +250%
SWM
3261
Silverlake Wealth Management
Vermont
$743K +$72K +575 +9%
JWM
3262
Janiczek Wealth Management
Colorado
$741K -$1.38K -11 -0.2%
T
3263
TRUADVICE
Florida
$737K +$119K +951 +23%
RWMH
3264
Riverpoint Wealth Management Holdings
Illinois
$737K +$160K +1,280 +23%
OIM
3265
Orca Investment Management
Oregon
$736K -$15.9K -127 -2%
PCM
3266
Presidio Capital Management
California
$735K -$40K -320 -4%
FWP
3267
Falcon Wealth Planning
California
$734K -$109K -873 -11%
GWM
3268
GSB Wealth Management
Connecticut
$733K +$44.9K +359 +5%
ICM
3269
Islay Capital Management
Texas
$731K +$5K +40 +0.6%
NQWM
3270
Northwest Quadrant Wealth Management
Oregon
$731K +$5K +40 +0.6%
CCP
3271
Carmel Capital Partners
California
$729K +$263K +2,100 +44%
CWM
3272
Collaborative Wealth Management
Florida
$729K +$858K +6,860 New
WOSD
3273
WFA of San Diego
California
$725K -$141K -1,130 -14%
OWA
3274
One Wealth Advisors
California
$723K +$8.38K +67 +1%
NIC
3275
Northwest Investment Counselors
Oregon
$722K -$25K -200 -3%