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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2226
Samalin Investment Counsel
New York
$662K -$151K -1,055 -21%
CFN
2227
Cordasco Financial Network
Florida
$661K +$10.6K +74 +2%
KWM
2228
Kolinsky Wealth Management
New Jersey
$659K +$98.8K +689 +20%
LIG
2229
Lokken Investment Group
Delaware
$658K +$220K +1,535 +58%
RFN
2230
RDA Financial Network
Iowa
$657K -$54.8K -382 -9%
GWANC
2231
Guardian Wealth Advisors (North Carolina)
North Carolina
$657K +$92.4K +644 +19%
HCA
2232
Horan Capital Advisors
Ohio
$653K +$27.8K +194 +5%
BCFD
2233
Boit C.F. David
$651K
KC
2234
Kenfarb & Co
Kentucky
$651K
AF
2235
Aldebaran Financial
$649K +$77.4K +540 +16%
JCM
2236
Jacobsen Capital Management
Utah
$646K
CFD
2237
Creative Financial Designs
Indiana
$642K -$988K -6,892 -64%
CCMU
2238
Cheyne Capital Management (UK)
United Kingdom
$640K
BWM
2239
BT Wealth Management
Georgia
$639K -$50.3K -351 -8%
EIA
2240
Eldridge Investment Advisors
New Hampshire
$639K
SWM
2241
Sugarloaf Wealth Management
Georgia
$639K +$57.8K +403 +11%
IP
2242
Ignite Planners
California
$639K +$162K +1,131 +40%
CHA
2243
Carmichael Hill & Associates
Maryland
$637K -$2.73K -19 -0.5%
RWP
2244
Revolve Wealth Partners
New Jersey
$635K +$6.02K +42 +1%
BWP
2245
Bernardo Wealth Planning
Pennsylvania
$635K +$7.03K +49 +1%
FG
2246
Foster Group
Iowa
$635K +$19.5K +136 +4%
LAS
2247
LWM Advisory Services
Florida
$634K +$93.4K +651 +20%
DWM
2248
Drive Wealth Management
Utah
$632K +$24.1K +168 +5%
BWM
2249
Birchcreek Wealth Management
Ohio
$630K +$28.7K +200 +5%
NJBEST
2250
New Jersey Better Educational Savings Trust
New Jersey
$629K