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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1801
HBW Advisory Services
California
$235K -$26.3K -131 -10%
SWA
1802
Stratos Wealth Advisors
Ohio
$234K -$64K -319 -21%
AMR
1803
Asset Management Resources
Massachusetts
$234K
GCMG
1804
Gyroscope Capital Management Group
Florida
$234K
CFFP
1805
Center for Financial Planning
Michigan
$234K +$88.5K +441 +57%
FANJ
1806
Financial Architects (New Jersey)
New Jersey
$233K -$949K -4,729 -80%
CW
1807
Cook Wealth
North Carolina
$233K -$15.3K -76 -5%
RWA
1808
Redmont Wealth Advisors
Illinois
$233K
AOWM
1809
Alpha Omega Wealth Management
Virginia
$232K
1W
1810
1776 Wealth
Georgia
$232K +$11.2K +56 +5%
CI Investments Inc
1811
CI Investments Inc
Ontario, Canada
$231K -$31.5K -157 -12%
CA
1812
Claro Advisors
Massachusetts
$231K
TFCP
1813
Twin Focus Capital Partners
Massachusetts
$231K
EHWM
1814
Eads & Heald Wealth Management
Georgia
$230K -$1K -5 -0.4%
ETIA
1815
Epic Trust Investment Advisors
Washington
$230K -$201 -1 -0.1%
CC
1816
Constitution Capital
Connecticut
$230K
PCI
1817
Planning Center Inc
Illinois
$230K
MCM
1818
MV Capital Management
Maryland
$230K +$26.3K +131 +12%
ABLA
1819
Alan B. Lancz & Associates
Ohio
$230K +$241K +1,200 New
JCG
1820
John C. Goff
$230K +$241K +1,200 New
QPW
1821
Quantum Private Wealth
Florida
$229K -$413K -2,060 -63%
MPIA
1822
Mountain Pacific Investment Advisers
Idaho
$229K +$1.81K +9 +0.8%
NDSI
1823
Newman Dignan & Sheerar Inc
Rhode Island
$229K +$10K +50 +4%
HIM
1824
Harbour Investment Management
Washington
$228K
IWN
1825
Independent Wealth Network
Iowa
$228K +$15.5K +77 +7%