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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1751
First Pacific Financial
Washington
$739K +$38.7K +421 +6%
EI
1752
Ellevest Inc
New York
$739K -$128K -1,392 -15%
FCAS
1753
First Command Advisory Services
Texas
$739K +$3.59K +39 +0.5%
CW
1754
CIC Wealth
Maryland
$736K +$2.85K +31 +0.4%
SAI
1755
Savvy Advisors Inc
New York
$736K +$143K +1,553 +25%
AWA
1756
Acorn Wealth Advisors
Michigan
$736K -$6.81K -74 -1%
PA
1757
PFG Advisors
Arizona
$736K -$47.4K -515 -6%
CWM
1758
Collaborative Wealth Management
Florida
$733K +$4.05K +44 +0.6%
PFG
1759
PAX Financial Group
Texas
$732K +$93.2K +1,013 +15%
TW
1760
TrinityPoint Wealth
Connecticut
$732K +$4.97K +54 +0.7%
TSS
1761
Two Sigma Securities
New York
$732K -$17.8M -193,758 -96%
CFG
1762
Carr Financial Group
Massachusetts
$731K -$222K -2,413 -24%
KWS
1763
Keystone Wealth Services
California
$730K -$644 -7 -0.1%
JPLA
1764
Joseph P. Lucia & Associates
New York
$730K -$61.3K -666 -8%
LWM
1765
Liberty Wealth Management
California
$729K -$856K -9,308 -55%
BWM
1766
Brophy Wealth Management
New Hampshire
$729K +$697K +7,575 New
GCM
1767
Gables Capital Management
Florida
$728K +$18.4K +200 +3%
C
1768
CEDRUS
Colorado
$727K +$12.1K +132 +2%
TPI
1769
Trust Point Inc
Wisconsin
$723K -$63.4K -689 -8%
OF
1770
Outfitter Financial
Maine
$723K -$40.5K -440 -6%
WPC
1771
White Pine Capital
Minnesota
$723K +$2.58K +28 +0.4%
EA
1772
Eclectic Associates
California
$722K +$5.89K +64 +0.9%
KLCM
1773
KG&L Capital Management
Louisiana
$721K +$1.93K +21 +0.3%
PWM
1774
Paulson Wealth Management
Illinois
$720K +$8.46K +92 +1%
EFL
1775
ERn Financial LLC
Wisconsin
$718K -$20.2K -220 -3%