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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
3301
Strategic Financial Services
New York
$772K +$21.7K +172 +3%
SA
3302
Sicart Associates
New York
$771K +$88.5K +700 +11%
LF
3303
Lee Financial
Texas
$770K -$24.1K -191 -3%
CWM
3304
Collaborative Wealth Management
Florida
$770K -$5.69K -45 -0.7%
MWA
3305
Motive Wealth Advisors
Michigan
$770K +$473K +3,744 +122%
SWM
3306
Silverlake Wealth Management
Vermont
$769K -$23.5K -186 -3%
PCM
3307
Presidio Capital Management
California
$767K -$16.6K -131 -2%
KOCAA
3308
Knights of Columbus Asset Advisors
Connecticut
$765K -$130K -1,025 -13%
TWA
3309
Tillar-Wenstrup Advisors
Ohio
$764K -$37K -293 -4%
RPGK
3310
Retirement Planning Group (Kansas)
Kansas
$764K +$322K +2,548 +60%
HC
3311
Hamilton Capital
Ohio
$763K -$53.7K -425 -6%
SHA
3312
Seneca House Advisors
Virginia
$763K +$1.9K +15 +0.2%
PGWM
3313
Pitti Group Wealth Management
New York
$763K +$31K +245 +4%
MCM
3314
Mattern Capital Management
Colorado
$762K +$12.6K +100 +2%
BFA
3315
Bill Few Associates
Pennsylvania
$757K +$6.32K +50 +0.8%
FAFN
3316
First Affirmative Financial Network
Colorado
$755K -$46.8K -370 -5%
PFC
3317
Phocas Financial Corp
California
$755K +$305K +2,417 +57%
CCMW
3318
Cypress Capital Management (Wyoming)
Wyoming
$753K -$12.6K -100 -1%
CCP
3319
Carmel Capital Partners
California
$752K -$26K -206 -3%
FWSM
3320
First Wilshire Securities Management
California
$752K +$29.4K +233 +4%
MMHP
3321
Murphy Middleton Hinkle & Parker
Georgia
$750K +$55K +435 +7%
FCT
3322
First Community Trust
Iowa
$749K -$2.78K -22 -0.3%
AWC
3323
Adamsbrown Wealth Consultants
Kansas
$749K +$75.2K +595 +10%
EI
3324
EDMP Inc
Florida
$747K -$5.06K -40 -0.6%
PCWA
3325
Pacific Capital Wealth Advisors
California
$747K +$8.85K +70 +1%