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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
2351
Professional Advisory Services
Florida
$401K
NCM
2352
Northwest Capital Management
Oregon
$401K +$49 +1 +0%
RA
2353
Ruggaard & Associates
Ohio
$401K -$85K -1,748 -19%
EIP
2354
Ellis Investment Partners
Pennsylvania
$400K -$263K -5,404 -42%
HAS
2355
HBW Advisory Services
California
$400K -$12.6K -259 -3%
MPW
2356
Monterey Private Wealth
California
$399K +$827 +17 +0.2%
HWMC
2357
Heritage Wealth Management (California)
California
$399K +$12.6K +260 +4%
AWM
2358
Aprio Wealth Management
Georgia
$398K +$6.76K +139 +2%
SPI
2359
Sutton Place Investors
New York
$396K +$11.9K +245 +3%
WCM
2360
Wedge Capital Management
North Carolina
$395K -$11.6K -238 -3%
FWM
2361
Fairhaven Wealth Management
Illinois
$395K +$97 +2 +0%
RPCONE
2362
Retirement Planning Company of New England
Rhode Island
$395K -$5.64K -116 -2%
GAM
2363
GEM Asset Management
Michigan
$394K +$17.1K +352 +5%
RWM
2364
RKL Wealth Management
Pennsylvania
$394K +$80.9K +1,663 +29%
CWM
2365
Cranbrook Wealth Management
Michigan
$394K +$83K +1,707 +30%
BWP
2366
Balboa Wealth Partners
Arizona
$393K +$2.38K +49 +0.7%
RCWM
2367
Royal Capital Wealth Management
Indiana
$393K
AAM
2368
Augustine Asset Management
Florida
$392K +$1.56K +32 +0.4%
BC
2369
Barrett & Company
Rhode Island
$392K -$53.8K -1,107 -13%
SIAG
2370
Safeguard Investment Advisory Group
California
$391K +$357K +7,340 New
SWA
2371
Sax Wealth Advisors
New Jersey
$391K -$22.1K -455 -6%
APW
2372
Austin Private Wealth
Texas
$390K +$1.56K +32 +0.4%
JGIA
2373
Jackson Grant Investment Advisers
Connecticut
$390K +$2.19K +45 +0.6%
CFP
2374
Cascade Financial Partners
California
$390K +$8.03K +165 +2%
CA
2375
Cornerstone Advisory
Maryland
$389K -$23.4K -482 -6%