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Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2951
Prepared Retirement Institute
Pennsylvania
$345K
ATS
2952
Ashton Thomas Securities
New York
$345K +$359K +2,253 New
SC
2953
Solstein Capital
California
$344K
CWG
2954
Crown Wealth Group
North Carolina
$344K -$103K -647 -23%
LA
2955
Lakeside Advisors
Washington
$343K -$23.9K -150 -6%
ITB
2956
Idaho Trust Bank
Idaho
$343K +$349K +2,191 New
SMA
2957
Seven Mile Advisory
New Jersey
$342K -$79.6K -499 -19%
LL
2958
LWMG LLC
Minnesota
$341K +$1.91K +12 +0.6%
WOSD
2959
WFA of San Diego
California
$341K +$347K +2,179 New
SIG
2960
Spinnaker Investment Group
California
$340K -$4.78K -30 -1%
JF
2961
JSF Financial
California
$339K +$30.3K +190 +10%
MC
2962
Matisse Capital
Oregon
$339K +$478 +3 +0.1%
AFC
2963
AFT Forsyth & Company
Florida
$339K
E
2964
ETFidea
New York
$339K +$159 +1 +0%
MIFH
2965
Migdal Insurance & Financial Holdings
Israel
$339K
ONST
2966
Old North State Trust
North Carolina
$339K
LJAC
2967
L.J. Altfest & Co
New York
$339K +$9.89K +62 +3%
SAM
2968
Sequent Asset Management
Texas
$339K +$40K +251 +13%
PWM
2969
Power Wealth Management
Georgia
$338K -$214K -1,341 -38%
JBA
2970
Johnson Bixby & Associates
Washington
$338K -$293K -1,837 -46%
SFA
2971
Source Financial Advisors
New York
$338K +$15.9K +100 +5%
DM
2972
Diker Management
New York
$337K
AWM
2973
Activest Wealth Management
Florida
$335K +$319K +2,000 +1,418%
SCA
2974
Sandy Cove Advisors
Massachusetts
$335K +$3.19K +20 +0.9%
SP
2975
Sequent Planning
Nebraska
$333K -$24.7K -155 -7%