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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
3151
Reyes Financial Architecture
California
$339K +$4.03K +26 +1%
PFG
3152
Prospect Financial Group
Virginia
$339K +$70.9K +458 +27%
GKIM
3153
GW&K Investment Management
Massachusetts
$338K +$95.7K +618 +40%
VFG
3154
V2 Financial group
Illinois
$338K +$85.2K +550 +34%
AWM
3155
Ameliora Wealth Management
Switzerland
$338K +$19.2K +124 +6%
CIG
3156
Cairn Investment Group
Washington
$336K – – –
GFWA
3157
Grey Fox Wealth Advisors
Delaware
$336K +$155 +1 +0%
DM
3158
Diker Management
New York
$335K – – –
DWM
3159
DecisionMap Wealth Management
Virginia
$335K +$32.1K +207 +11%
IPAM
3160
Investment Partners Asset Management
New Jersey
$334K +$89.1K +575 +36%
WCAMG
3161
Woodard & Company Asset Management Group
North Carolina
$334K +$2.63K +17 +0.8%
YWS
3162
Yarger Wealth Strategies
Ohio
$333K +$38.4K +248 +13%
APW
3163
Aventura Private Wealth
Florida
$333K -$33.6K -217 -9%
KOMWMG
3164
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$333K -$56.4K -364 -15%
CPP
3165
Capasso Planning Partners
South Carolina
$332K -$76.4K -493 -19%
GC
3166
Garde Capital
Washington
$332K -$33.6K -217 -9%
GCM
3167
Gibraltar Capital Management
Oklahoma
$331K – – –
NA
3168
Nautilus Advisors
California
$331K -$20.1K -130 -6%
RSS
3169
Rosenblum Silverman Sutton
California
$331K – – –
SFP
3170
Sterling Financial Planning
New Jersey
$330K +$155 +1 +0%
HWM
3171
Hemington Wealth Management
Virginia
$330K +$75.9K +490 +30%
EL
3172
EWA LLC
Pennsylvania
$330K +$112K +722 +52%
GSIAS
3173
Garden State Investment Advisory Services
New Jersey
$328K -$1.08K -7 -0.3%
IGAM
3174
iA Global Asset Management
Quebec, Canada
$328K -$40.3K -260 -11%
CWM
3175
Cedar Wealth Management
California
$327K +$20.1K +130 +7%