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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BlackDiamond Wealth Management
New York
$372K -$21K -57 -5%
Bowen Hanes & Co
802
Bowen Hanes & Co
Florida
$372K – – –
MLFP
803
MPS Loria Financial Planners
Illinois
$370K – – –
Simon Quick Advisors
804
Simon Quick Advisors
New Jersey
$368K +$17.6K +48 +5%
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$368K -$211K -574 -36%
JWA
806
JFS Wealth Advisors
Pennsylvania
$368K – – –
APG
807
Abacus Planning Group
South Carolina
$366K -$2.94K -8 -0.8%
Diversify Wealth Management
808
Diversify Wealth Management
Utah
$365K +$46K +125 +14%
WA
809
Wealthstream Advisors
New York
$362K +$66.2K +180 +22%
SCA
810
Sandy Cove Advisors
Massachusetts
$361K +$12.5K +34 +4%
Farther Finance Advisors
811
Farther Finance Advisors
California
$361K +$25K +68 +7%
NB
812
Nicolet Bankshares
Wisconsin
$359K -$1.38M -3,750 -79%
WC
813
Wexford Capital
Florida
$359K -$36.8K -100 -9%
OIA
814
Optimum Investment Advisors
Illinois
$359K – – –
WFA
815
Woodward Financial Advisors
North Carolina
$359K – – –
Montag & Associates
816
Montag & Associates
Georgia
$359K +$368K +1,000 New
RYIA
817
Roehl & Yi Investment Advisors
Oregon
$357K +$365K +993 New
Vise Technologies
818
Vise Technologies
New York
$356K +$77.2K +210 +27%
JWCA
819
J.W. Cole Advisors
Florida
$356K +$4.41K +12 +1%
CP
820
Creekside Partners
California
$353K – – –
IP
821
Intellectus Partners
California
$353K -$3.68K -10 -1%
AC
822
Avestar Capital
New York
$352K +$51.5K +140 +17%
Empower Advisory Group
823
Empower Advisory Group
Colorado
$349K +$3.31K +9 +0.9%
SMC
824
Smith, Moore & Co
Missouri
$348K – – –
GM
825
GeoWealth Management
Illinois
$347K -$30.9K -84 -8%