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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2351
Bordeaux Wealth Advisors
California
$767K -$12.5K -89 -2%
FFG
2352
Frisch Financial Group
New York
$767K +$259K +1,834 +52%
CAM
2353
CPA Asset Management
Florida
$766K – – –
NFTC
2354
North Forty Two & Co
Oregon
$766K +$7.05K +50 +0.9%
FC
2355
Forte Capital
New York
$764K -$11.6K -82 -2%
KFS
2356
Keynote Financial Services
Connecticut
$764K +$12.7K +90 +2%
WFA
2357
WestHill Financial Advisors
California
$764K +$3.38K +24 +0.5%
PF
2358
Penney Financial
Texas
$764K – – –
FFL
2359
Future Fund LLC
Illinois
$762K +$69.6K +494 +10%
AIM
2360
Alhambra Investment Management
Florida
$762K +$2.26K +16 +0.3%
PCMM
2361
Piedmont Capital Management (Montana)
Montana
$762K +$21.4K +152 +3%
PWM
2362
PBMares Wealth Management
Virginia
$761K +$10.6K +75 +1%
CSI
2363
Cross Staff Investments
New York
$761K -$9.16K -65 -1%
GFG
2364
Goldstone Financial Group
Illinois
$760K -$468K -3,322 -39%
AA
2365
Addison Advisors
Vermont
$758K +$42K +298 +6%
CA
2366
Claro Advisors
Massachusetts
$758K -$614K -4,359 -45%
BHWM
2367
Beaird Harris Wealth Management
Texas
$756K +$45.7K +324 +7%
UIM
2368
Unified Investment Management
Georgia
$755K +$34K +241 +5%
MHR
2369
Matthew Hamilton Rosenberg
$755K +$80.9K +574 +12%
CL
2370
COWA LLC
Oklahoma
$755K +$146K +1,039 +25%
WI
2371
WBI Investments
New Jersey
$754K +$29.6K +210 +4%
VC
2372
Vicus Capital
Pennsylvania
$753K +$1.55K +11 +0.2%
OC
2373
Oarsman Capital
Wisconsin
$753K -$39K -277 -5%
SFSG
2374
Sound Financial Strategies Group
Mississippi
$752K +$20.9K +148 +3%
ACA
2375
Aspire Capital Advisors
Washington
$751K +$24.2K +172 +3%