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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2626
American Financial Advisors
Georgia
$795K +$1.99K +19 +0.3%
NAMP
2627
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$793K – – –
I
2628
InceptionR
California
$793K +$706K +6,753 New
CCWM
2629
Correct Capital Wealth Management
Missouri
$792K +$1.15K +11 +0.2%
BWS
2630
Broadway Wealth Solutions
Texas
$792K -$82.4K -788 -10%
BI
2631
Bolthouse Investments
California
$792K – – –
ABC
2632
Anchor Bay Capital
California
$792K +$675K +6,459 New
PA
2633
Planning Alternatives
Michigan
$791K +$120K +1,147 +21%
LGA
2634
Lebenthal Global Advisors
New York
$790K -$636K -6,078 -47%
OCM
2635
Orleans Capital Management
Louisiana
$790K +$704K +6,727 New
KF
2636
KKM Financial
Illinois
$789K -$123K -1,176 -15%
KCFA
2637
Key Client Fiduciary Advisors
New Jersey
$787K -$7.42K -71 -1%
PMFA
2638
Plante Moran Financial Advisors
Michigan
$787K -$19.6K -187 -3%
MHR
2639
Matthew Hamilton Rosenberg
$786K +$36.2K +346 +5%
MIP
2640
Marietta Investment Partners
Wisconsin
$783K – – –
HA
2641
Huntleigh Advisors
Missouri
$783K -$54.8K -524 -7%
TA
2642
TrueWealth Advisors
Alabama
$783K -$69.9K -668 -9%
4A
2643
4Wealth Advisors
Illinois
$781K -$95.5K -913 -12%
AWM
2644
Adams Wealth Management
Utah
$781K -$38.4K -367 -5%
DFS
2645
Demming Financial Services
Ohio
$778K +$4.81K +46 +0.7%
SA
2646
Strategic Advisors
New York
$776K -$6.07K -58 -0.9%
A
2647
Argentarii
Ohio
$776K -$51.8K -495 -7%
IAG
2648
Investment Advisory Group
Massachusetts
$776K +$26.1K +250 +4%
WAM
2649
Weinberger Asset Management
California
$775K +$4.18K +40 +0.6%
CCA
2650
Clearwater Capital Advisors
Illinois
$774K +$126K +1,207 +22%