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Name Holding Trade Value Shares
Change
Change in
Stake
DMKJ
2201
David M. Knott Jr
$19K – – –
PCFFS
2202
Pacific Center for Financial Services
California
$18.6K +$21K +250 New
WFA
2203
West Financial Advisors
Iowa
$15.1K – – –
GGI
2204
Godsey & Gibb Inc
Virginia
$14.9K -$8.39K -100 -33%
CWAF
2205
Core Wealth Advisors (Florida)
Florida
$14.3K -$191K -2,272 -92%
MIA
2206
Milestone Investment Advisors
Wisconsin
$13.7K +$15.4K +184 New
AWM
2207
Abound Wealth Management
Tennessee
$13.1K +$3.27K +39 +28%
LFA
2208
Legend Financial Advisors
Pennsylvania
$12.8K -$6.29K -75 -30%
IWP
2209
IAG Wealth Partners
Wisconsin
$12.5K +$84 +1 +0.6%
SC
2210
Schubert & Co
Texas
$12.4K -$8.39K -100 -37%
NC
2211
NewSquare Capital
Pennsylvania
$12.4K +$12.4K +148 +779%
TCM
2212
Tradewinds Capital Management
Washington
$12K +$12.1K +144 +800%
HGERS
2213
Householder Group Estate & Retirement Specialist
Arizona
$12K +$13.1K +156 New
MWA
2214
Miller Wealth Advisors
Colorado
$12K +$23.6K +282 +564%
FFL
2215
Financial Freedom LLC
Ohio
$12K +$84 +1 +0.6%
AAP
2216
Arax Advisory Partners
Colorado
$11.5K +$2.6K +31 +25%
SC
2217
Steph & Co
Wisconsin
$11.1K – – –
KC
2218
Kenfarb & Co
Kentucky
$11K – – –
AWM
2219
Atticus Wealth Management
Florida
$10.8K -$118K -1,409 -91%
SSC
2220
Syverson Strege & Co
Iowa
$10.5K +$11.2K +133 +1,663%
SIC
2221
SJS Investment Consulting
Ohio
$10.4K -$10.2K -122 -47%
CAM
2222
Close Asset Management
United Kingdom
$10K – – –
PFG
2223
Piershale Financial Group
Illinois
$9.95K +$84 +1 +0.8%
QL
2224
Quarry LP
New York
$9.88K -$262K -3,128 -96%
RWPA
2225
Richard W. Paul & Associates
Michigan
$9.51K -$342K -4,075 -97%