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Name Holding Trade Value Shares
Change
Change in
Stake
CPP
3301
Capasso Planning Partners
South Carolina
$326K – – –
DWM
3302
DecisionMap Wealth Management
Virginia
$326K -$2.59K -17 -0.8%
GC
3303
Garde Capital
Washington
$326K – – –
SWM
3304
Sterling Wealth Management
Illinois
$326K -$7.62K -50 -2%
JLBC
3305
J.L. Bainbridge & Co
Florida
$325K -$227K -1,492 -41%
VNA
3306
Valley National Advisers
Pennsylvania
$325K -$18.9K -124 -5%
CFC
3307
Coyle Financial Counsel
Illinois
$325K +$99.3K +652 +44%
SFP
3308
Sterling Financial Planning
New Jersey
$324K +$152 +1 +0%
PGFG
3309
Pine Grove Financial Group
Minnesota
$324K +$324K +2,127 New
APW
3310
Aventura Private Wealth
Florida
$324K -$2.89K -19 -0.9%
NFA
3311
Northern Financial Advisors
Michigan
$323K -$350K -2,296 -52%
CFP
3312
Cascade Financial Partners
California
$323K +$69.5K +456 +27%
PAS
3313
PKS Advisory Services
New York
$323K -$101K -666 -24%
HG
3314
Harbor Group
New Hampshire
$322K +$322K +2,113 New
iA Global Asset Management
3315
iA Global Asset Management
Quebec, Canada
$322K – – –
IWP
3316
Insight Wealth Partners
Texas
$322K -$88K -578 -21%
WCAMG
3317
Woodard & Company Asset Management Group
North Carolina
$322K -$5.63K -37 -2%
LFWA
3318
LiftPoint Family Wealth Advisors
New Jersey
$321K +$321K +2,109 New
VCM
3319
Vivaldi Capital Management
Illinois
$321K -$64.4K -423 -17%
HI
3320
Hoey Investments
Pennsylvania
$321K +$20K +131 +7%
BOSSRA
3321
B.O.S.S. Retirement Advisors
Utah
$321K -$24.7K -162 -7%
CCC
3322
Compass Capital Corp
Massachusetts
$321K +$50.7K +333 +23%
CWM
3323
Cedar Wealth Management
California
$321K – – –
PWP
3324
Parkwoods Wealth Partners
New York
$320K -$19.3K -127 -6%
JWM
3325
Jupiter Wealth Management
Colorado
$319K +$267K +1,750 New