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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1351
Curran Financial Partners
South Carolina
$350K -$169K -362 -35%
BDF
1352
Black Diamond Financial
Maryland
$350K
JSW
1353
Journey Strategic Wealth
New Jersey
$348K +$7.95K +17 +3%
SL
1354
Sentinus LLC
Illinois
$347K +$318K +681 New
RCM
1355
RB Capital Management
Nevada
$347K +$935 +2 +0.3%
IPW
1356
Inlet Private Wealth
Florida
$346K -$514K -1,100 -62%
PWS
1357
Pursuit Wealth Strategies
North Carolina
$346K +$317K +678 New
AFP
1358
Ausdal Financial Partners
Iowa
$346K +$4.21K +9 +1%
GWP
1359
Gateway Wealth Partners
Wisconsin
$346K +$76.2K +163 +32%
CCM
1360
Cohen Capital Management
California
$345K
CCT
1361
Capital City Trust
Florida
$342K -$23.4K -50 -7%
ONST
1362
Old North State Trust
North Carolina
$341K
FRM
1363
Fox Run Management
Connecticut
$340K +$312K +667 New
RWA
1364
River Wealth Advisors
Pennsylvania
$340K
VW
1365
Vantus Wealth
Pennsylvania
$340K +$311K +666 New
GLLW
1366
Graves Light Lenhart Wealth
Virginia
$338K
AFT
1367
Alpha Family Trust
California
$337K
WWM
1368
Western Wealth Management
Colorado
$336K -$9.82K -21 -3%
CIA
1369
Choate Investment Advisors
Massachusetts
$335K -$47.7K -102 -13%
OAS
1370
Optivise Advisory Services
Tennessee
$335K +$80.9K +173 +36%
TFG
1371
Taylor Financial Group
Virginia
$334K
Betterment LLC
1372
Betterment LLC
New York
$334K -$8.41K -18 -3%
OCM
1373
One Capital Management
California
$333K +$5.61K +12 +2%
1C
1374
111 Capital
France
$333K -$109K -233 -26%
FPCG
1375
Forum Private Client Group
Indiana
$333K +$467 +1 +0.2%