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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1776
Centric Wealth Management
Illinois
$484K – – –
CLOS
1777
Compagnie Lombard Odier SCmA
Switzerland
$483K -$23.9K -15 -6%
PAM
1778
PCG Asset Management
New Jersey
$483K – – –
BPWM
1779
Badgley Phelps Wealth Managers
Washington
$483K +$47.8K +30 +14%
AG
1780
AmeriFlex Group
Nevada
$481K +$15.9K +10 +4%
SWM
1781
Stronghold Wealth Management
Florida
$479K -$20.7K -13 -5%
CBB
1782
Citizens Business Bank
California
$479K – – –
MAG
1783
Meadowbrook Advisors Group
New Jersey
$479K +$1.59K +1 +0.4%
FMP
1784
Financial Management Professionals
Texas
$479K +$25.5K +16 +7%
Financial Engines Advisors
1785
Financial Engines Advisors
California
$479K +$81.2K +51 +27%
BFS
1786
BridgePort Financial Solutions
Iowa
$474K -$11.1K -7 -3%
LCA
1787
Legend Capital Advisors
New York
$472K – – –
MC
1788
Miramontes Capital
California
$470K -$156K -98 -29%
CAM
1789
CPA Asset Management
Florida
$470K – – –
PMSA
1790
Patrick M. Sweeney & Associates
Illinois
$470K – – –
HWA
1791
HHM Wealth Advisors
Tennessee
$470K +$23.9K +15 +7%
TC
1792
TFR Capital
Texas
$470K +$44.6K +28 +13%
MFFIA
1793
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$468K -$1.59M -1,000 -81%
GPW
1794
Gentry Private Wealth
Kansas
$468K – – –
MKA
1795
M. Kulyk & Associates
Georgia
$468K +$41.4K +26 +12%
NP
1796
Ninepoint Partners
Ontario, Canada
$466K +$366K +230 +5,750%
FWP
1797
Flatrock Wealth Partners
California
$464K – – –
CWP
1798
Concord Wealth Partners
Virginia
$464K +$371K +233 New
CA
1799
Continuum Advisory
Idaho
$464K -$36.6K -23 -9%
PWA
1800
Pitcairn Wealth Advisors
Pennsylvania
$462K -$97.1K -61 -21%