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Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
2651
Cardinal Strategic Wealth Guidance
Kentucky
$261K +$13K +274 +5%
AIA
2652
Armor Investment Advisors
North Carolina
$261K +$237 +5 +0.1%
FL
2653
Fort LP
Maryland
$261K +$15.6K +328 +6%
Financial Engines Advisors
2654
Financial Engines Advisors
California
$261K +$261K +5,491 New
WFAG
2655
Worth Financial Advisory Group
North Carolina
$260K -$28.8K -607 -10%
RBC
2656
Roble Belko & Company
Pennsylvania
$260K -$6.74K -142 -3%
MWC
2657
MBM Wealth Consultants
Missouri
$259K +$6.84K +144 +3%
SMA
2658
Seven Mile Advisory
New Jersey
$259K -$7.79K -164 -3%
FWM
2659
Fingerlakes Wealth Management
New York
$259K -$6.46K -136 -2%
CAM
2660
CPA Asset Management
Florida
$259K -$3.99K -84 -2%
BTWM
2661
Brass Tax Wealth Management
Ohio
$258K +$258K +5,438 New
BSI
2662
Bennett Selby Investments
Maine
$258K -$33.8K -711 -12%
IAG
2663
Investment Advisory Group
Massachusetts
$257K -$902 -19 -0.3%
ACM
2664
Alpha Capital Management
Texas
$257K -$10.6K -223 -4%
AW
2665
Alaethes Wealth
Nevada
$257K +$380 +8 +0.1%
MF
2666
Montis Financial
Massachusetts
$257K -$28.5K -600 -10%
DCBT
2667
Dakota Community Bank & Trust
North Dakota
$257K -$2.85K -60 -1%
PHIC
2668
Pine Haven Investment Counsel
Massachusetts
$256K -$7.12K -150 -3%
WC
2669
Waterloo Capital
Texas
$256K -$43.4K -914 -15%
ANB
2670
Amarillo National Bank
Texas
$254K
CWM
2671
Centric Wealth Management
Illinois
$254K -$1.8M -37,831 -88%
CWM
2672
C2C Wealth Management
Arizona
$250K
WN
2673
Williams & Novak
California
$250K +$250K +5,262 New
RA
2674
Rational Advisors
New York
$250K -$380K -8,007 -60%
TFO
2675
Tarbox Family Office
California
$250K