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Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
1626
ARS Wealth Advisors Group
Florida
$838K -$125K -554 -15%
CAWM
1627
Capital Advisors Wealth Management
Washington
$838K +$721K +3,184 New
MWA
1628
Midland Wealth Advisors
Illinois
$835K +$718K +3,172 New
MTWM
1629
Masso Torrence Wealth Management
New Jersey
$829K +$125K +553 +21%
BWP
1630
BSW Wealth Partners
Colorado
$823K +$17.4K +77 +3%
RMDI
1631
R.M. Davis Inc
Maine
$819K -$22.6K -100 -3%
NCFG
1632
New Century Financial Group
New Jersey
$819K +$705K +3,113 New
GFG
1633
Greystone Financial Group
Michigan
$814K +$7.47K +33 +1%
MCWA
1634
Meadow Creek Wealth Advisors
Georgia
$810K +$696K +3,077 New
BIP
1635
Blueprint Investment Partners
North Carolina
$809K +$157K +693 +29%
VAFP
1636
Vahanian & Associates Financial Planning
New York
$809K -$206K -910 -23%
HI
1637
Harbour Investments
Wisconsin
$808K +$258K +1,142 +59%
LAM
1638
L2 Asset Management
Massachusetts
$807K +$634K +2,802 +1,053%
SAM
1639
Smartleaf Asset Management
Massachusetts
$806K +$691K +3,055 New
SAM
1640
Strategy Asset Managers
California
$804K +$12.9K +57 +2%
AWM
1641
Avitas Wealth Management
California
$802K -$4.75K -21 -0.7%
PSP
1642
Principal Street Partners
Tennessee
$802K -$50K -221 -7%
AWM
1643
Aviso Wealth Management
Washington
$800K +$688K +3,041 New
BIM
1644
Bridges Investment Management
Nebraska
$799K -$30.8K -136 -4%
CM
1645
Corvex Management
New York
$798K
APC
1646
Aspire Private Capital
North Carolina
$795K +$32.1K +142 +5%
FPCP
1647
Fort Point Capital Partners
California
$794K -$63.4K -280 -8%
SQA
1648
Simon Quick Advisors
New Jersey
$792K +$27.8K +123 +4%
ST
1649
Smithfield Trust
Pennsylvania
$788K +$36.4K +161 +6%
VFG
1650
V2 Financial group
Illinois
$787K