Name Holding Trade Value Shares
Change
Change in
Stake
FHC
2176
First Heartland Consultants
Missouri
$568K -$6.69K -134 -1%
OW
2177
Olistico Wealth
Oklahoma
$568K -$74.8K -1,500 -12%
JWWM
2178
Johnson & White Wealth Management
Pennsylvania
$567K +$29.8K +598 +6%
HBW
2179
Hazlett, Burt & Watson
West Virginia
$567K +$36.6K +734 +7%
3F
2180
360 Financial
Minnesota
$565K +$349 +7 +0.1%
ME
2181
McIlrath & Eck
Washington
$563K +$1.4K +28 +0.2%
MLFP
2182
MPS Loria Financial Planners
Illinois
$563K -$319K -6,392 -36%
FSC
2183
Full Sail Capital
Oklahoma
$562K -$1.25K -25 -0.2%
TCA
2184
Trifecta Capital Advisors
Illinois
$562K -$73.2K -1,467 -12%
SAW
2185
Signal Advisors Wealth
Michigan
$560K +$265K +5,302 +89%
MSA
2186
Marino Stram & Associates
Massachusetts
$559K +$4.19K +84 +0.8%
KFS
2187
Keynote Financial Services
Connecticut
$557K +$557K +11,169 New
CFA
2188
CWS Financial Advisors
Michigan
$554K -$397K -7,961 -42%
CC
2189
Corton Capital
Ontario, Canada
$554K -$189K -3,783 -25%
USB
2190
Union Savings Bank
Connecticut
$552K -$2.5K -50 -0.5%
QPWM
2191
Quadrant Private Wealth Management
Pennsylvania
$552K +$249 +5 +0%
BTI
2192
Blue Trust Inc
Georgia
$551K -$397K -7,952 -42%
JWBC
2193
J.W. Burns & Co
New York
$550K -$93.5K -1,875 -15%
HSWM
2194
Hubbell Strickland Wealth Management
Louisiana
$550K +$1.8K +36 +0.3%
PFA
2195
Pure Financial Advisors
California
$550K +$71.9K +1,442 +15%
PWMG
2196
Prestige Wealth Management Group
New Jersey
$549K -$31.2K -625 -5%
WMA
2197
Wealth Management Associates
New Jersey
$549K -$77.4K -1,552 -12%
MA
2198
MJP Associates
Connecticut
$549K +$209K +4,192 +62%
BWP
2199
Barlow Wealth Partners
Kentucky
$547K +$249 +5 +0%
SFG
2200
Sovereign Financial Group
Connecticut
$547K +$77.6K +1,555 +17%