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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1676
Acima Private Wealth
Virginia
$137K – – –
WOSD
1677
WFA of San Diego
California
$136K -$7.38K -50 -5%
GA
1678
GoalVest Advisory
New York
$134K -$102K -690 -41%
CWA
1679
Clearview Wealth Advisors
Oregon
$134K +$31.9K +216 +28%
SWM
1680
Sugarloaf Wealth Management
Georgia
$133K +$144K +975 New
KLWA
1681
Kelly Lawrence W & Associates
California
$131K – – –
M1FG
1682
Mach-1 Financial Group
Arkansas
$131K +$138K +937 +3,470%
VWM
1683
Valley Wealth Managers
New Jersey
$129K +$140K +947 New
PP
1684
PFS Partners
New Jersey
$128K -$7.38K -50 -5%
ABLA
1685
Alan B. Lancz & Associates
Ohio
$127K -$59K -400 -33%
CA
1686
Crewe Advisors
Utah
$125K -$81.6K -553 -38%
RMC
1687
Resources Management Corp
Connecticut
$125K -$73.5K -498 -35%
PWMG
1688
Prestige Wealth Management Group
New Jersey
$122K -$4.13K -28 -3%
Pacer Advisors
1689
Pacer Advisors
Pennsylvania
$121K -$8.59M -58,244 -99%
IRAG
1690
Investment Research & Advisory Group
Georgia
$121K – – –
TSWM
1691
Tyler-Stone Wealth Management
Ohio
$119K -$21.1K -143 -14%
SIAP
1692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$118K -$43.5K -295 -26%
HFS
1693
Hantz Financial Services
Michigan
$116K -$22.9K -155 -15%
RIM
1694
Rockbridge Investment Management
New York
$115K -$58.3K -395 -32%
PCG
1695
Private Capital Group
Connecticut
$114K -$38.8K -263 -24%
CIA
1696
Cascade Investment Advisors
Oregon
$112K – – –
GWSG
1697
GPS Wealth Strategies Group
Colorado
$112K -$207K -1,403 -63%
PP
1698
PrairieView Partners
Minnesota
$112K – – –
CCMW
1699
Cypress Capital Management (Wyoming)
Wyoming
$111K -$88.5K -600 -42%
TF
1700
Tompkins Financial
New York
$111K – – –