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Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
2576
Advocacy Wealth Management Services
Georgia
$554K +$39K +498 +7%
NFTC
2577
North Forty Two & Co
Oregon
$554K – – –
LF
2578
LifeSteps Financial
California
$554K +$46.2K +590 +9%
QC
2579
Quantessence Capital
New York
$553K +$558K +7,132 New
AIS
2580
AM Investment Strategies
Tennessee
$553K -$10.3K -132 -2%
AAG
2581
Armstrong Advisory Group
Massachusetts
$552K +$7.75K +99 +1%
SEP
2582
Signature Equity Partners
Ohio
$551K +$332K +4,238 +148%
JB Capital
2583
JB Capital
Connecticut
$549K -$11.4K -145 -2%
TAP
2584
TSG Advice Partners
Ohio
$549K +$74.8K +956 +16%
DWM
2585
DWR Wealth Management
California
$549K +$1.33K +17 +0.2%
GWM
2586
GK Wealth Management
Nevada
$549K +$558K +7,129 New
VAG
2587
VisionPoint Advisory Group
Texas
$549K +$18.9K +241 +4%
CAL
2588
Capital Advisors Ltd
Ohio
$549K +$25.9K +331 +5%
Balentine LLC
2589
Balentine LLC
Georgia
$548K +$30.5K +389 +6%
CNTOF
2590
Canandaigua National Trust of Florida
New York
$547K -$82K -1,047 -13%
CAM
2591
Clark Asset Management
New Hampshire
$547K +$163K +2,076 +42%
RPCONE
2592
Retirement Planning Company of New England
Rhode Island
$547K -$3.99K -51 -0.7%
DWM
2593
Dopkins Wealth Management
New York
$546K +$551K +7,036 New
CAM
2594
Cypress Asset Management
Texas
$545K – – –
PGIM Custom Harvest
2595
PGIM Custom Harvest
New Jersey
$545K +$35.9K +459 +7%
Quilter Plc
2596
Quilter Plc
United Kingdom
$545K -$108K -1,384 -16%
AWM
2597
Adams Wealth Management
Utah
$544K +$79.2K +1,012 +17%
OWM
2598
Opes Wealth Management
California
$544K +$34.5K +441 +7%
ACA
2599
Affinity Capital Advisors
California
$543K -$93.9K -1,200 -15%
KCIC
2600
Kuhn & Co Investment Counsel
Illinois
$543K +$10.3K +132 +2%