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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
3151
King Wealth Management Group
Florida
$295K -$78.2K -999 -21%
SJL
3152
Shayne & Jacobs LLC
Tennessee
$295K -$39.1K -500 -12%
SPWM
3153
Straight Path Wealth Management
Michigan
$295K -$59.7K -763 -17%
CA
3154
Centennial Advisors
Texas
$294K +$296K +3,783 New
FFA
3155
Fortune Financial Advisors
Kansas
$293K +$295K +3,774 New
ODIJL
3156
One Day In July LLC
Vermont
$292K -$26.5K -338 -8%
CA
3157
Crewe Advisors
Utah
$291K -$33.8K -432 -10%
AMCA
3158
Arthur M. Cohen & Associates
Illinois
$290K
Capstone Investment Advisors
3159
Capstone Investment Advisors
New York
$290K +$293K +3,741 New
PWM
3160
Palumbo Wealth Management
New York
$290K +$783 +10 +0.3%
CS
3161
Capital Square
Tennessee
$290K +$78 +1 +0%
HFS
3162
Hopwood Financial Services
Virginia
$290K -$23.4K -299 -7%
GSWM
3163
Golden State Wealth Management
California
$289K -$90.6K -1,157 -24%
PCS
3164
Private Client Services
Kentucky
$289K +$13K +166 +5%
HA
3165
Hamel Associates
New Jersey
$289K -$4.23K -54 -1%
LIA
3166
LifePlan Investment Advisors
North Carolina
$289K +$9.63K +123 +3%
RIS
3167
Richmond Investment Services
Wisconsin
$288K +$39.4K +503 +16%
VDC
3168
Van Diest Capital
Iowa
$288K +$55.3K +707 +24%
CCM
3169
Connective Capital Management
California
$287K +$290K +3,705 New
BCM
3170
Banyan Capital Management
Georgia
$287K -$6.18K -79 -2%
NWM
3171
Northwest Wealth Management
Iowa
$287K -$5.95K -76 -2%
KFC
3172
Klingenstein Fields & Co
New York
$286K -$46.5K -594 -14%
CWM
3173
Concentrum Wealth Management
California
$286K +$7.2K +92 +3%
LCC
3174
Lincoln Capital Corp
Rhode Island
$286K +$289K +3,687 New
FSCM
3175
Front Street Capital Management
Montana
$286K