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Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
1651
Net Worth Advisory Group
Utah
$667K -$43.6K -428 -6%
PMSA
1652
Patrick M. Sweeney & Associates
Illinois
$665K -$7.65K -75 -1%
KWS
1653
Keystone Wealth Services
California
$665K -$4.69K -46 -0.7%
GI
1654
Gradient Investments
Minnesota
$662K +$5.3K +52 +0.8%
CAG
1655
Csenge Advisory Group
Florida
$659K -$5K -49 -0.7%
KJWM
1656
Kiley Juergens Wealth Management
Washington
$659K -$34.7K -340 -5%
KJHP
1657
K.J. Harrison & Partners
Ontario, Canada
$658K -$170K -1,665 -20%
TIA
1658
Traphagen Investment Advisors
New Jersey
$658K +$2.35K +23 +0.3%
RC
1659
Reik & Co
New York
$656K -$15.1K -148 -2%
CFGW
1660
Chancellor Financial Group WB
Pennsylvania
$654K -$61.8K -606 -8%
MPPHD
1661
Maloon Powers Pitre Higgins & Dennehy
California
$651K +$690K +6,764 New
MA
1662
MCF Advisors
Kentucky
$650K -$45.1K -442 -6%
KWA
1663
Kondo Wealth Advisors
California
$650K -$5K -49 -0.7%
BIG
1664
Brookwood Investment Group
Arizona
$649K -$40.4K -396 -6%
CSC
1665
Caldwell Sutter Capital
California
$649K -$77.6K -761 -10%
VCM
1666
Versant Capital Management
Arizona
$648K +$38.1K +374 +6%
1IA
1667
1620 Investment Advisors
Massachusetts
$646K +$16K +157 +2%
RBC
1668
Romano Brothers & Co
Illinois
$646K -$56.1K -550 -8%
FWA
1669
FORM Wealth Advisors
Wisconsin
$645K -$30.5K -299 -4%
SEIA
1670
Signature Estate & Investment Advisors
California
$645K -$95.5K -937 -12%
CWM
1671
Chemistry Wealth Management
New York
$644K -$368K -3,610 -35%
TBA
1672
Tower Bridge Advisors
Pennsylvania
$643K -$25.5K -250 -4%
PL
1673
Plancorp LLC
Missouri
$642K +$144K +1,415 +27%
PHIC
1674
Pine Haven Investment Counsel
Massachusetts
$641K
GWAG
1675
Garrett Wealth Advisory Group
Texas
$641K -$29.7K -291 -4%