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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1526
McLean Asset Management
Virginia
$353K +$27.3K +85 +9%
SFS
1527
Sharp Financial Services
Pennsylvania
$353K
BWP
1528
Burling Wealth Partners
Illinois
$351K -$52.3K -163 -13%
NWM
1529
Nolet Wealth Management
Texas
$350K
IWP
1530
Innova Wealth Partners
Pennsylvania
$350K +$53.6K +167 +18%
FG
1531
Foster Group
Iowa
$349K +$26K +81 +8%
SW
1532
Simplicity Wealth
New Jersey
$348K +$51.7K +161 +18%
GCP
1533
Guardian Capital (Pennsylvania)
Pennsylvania
$348K -$328K -1,023 -49%
JSAM
1534
J. Safra Asset Management
New York
$348K
BNA
1535
BankChampaign National Association
Illinois
$347K +$55.8K +174 +20%
NP
1536
NorthRock Partners
Minnesota
$347K -$75.7K -236 -18%
FWP
1537
Falcon Wealth Planning
California
$347K -$10.9K -34 -3%
PFGIA
1538
Patriot Financial Group Insurance Agency
Massachusetts
$347K +$342K +1,066 New
WA
1539
Westfuller Advisors
New York
$347K -$143K -445 -30%
AP
1540
Anchyra Partners
Georgia
$347K +$16.4K +51 +5%
WSC
1541
Wellington Shields & Co
New York
$346K
EI
1542
EDMP Inc
Florida
$344K
WMA
1543
Wealth Management Associates
New Jersey
$344K
MP
1544
Moment Partners
California
$344K -$2.25K -7 -0.7%
DCM
1545
Dorato Capital Management
Colorado
$344K
VFA
1546
Voya Financial Advisors
Connecticut
$343K -$45.6K -142 -12%
SA
1547
Sicart Associates
New York
$342K
HCP
1548
Hexagon Capital Partners
Arkansas
$342K +$337K +1,049 New
IP
1549
Intellectus Partners
California
$342K +$22.8K +71 +7%
BB
1550
Busey Bank
Illinois
$341K -$23.4K -73 -7%