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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
2201
San Francisco Sentry Investment Group
California
$490K -$50K -400 -9%
IA
2202
Independence Advisors
Pennsylvania
$490K -$7.25K -58 -1%
CF
2203
Copperwynd Financial
Arizona
$489K -$15.1K -121 -3%
BL
2204
Balentine LLC
Georgia
$489K +$219K +1,751 +80%
TCM
2205
Traynor Capital Management
Pennsylvania
$488K +$93.2K +746 +24%
PP
2206
PDS Planning
Ohio
$487K +$34.5K +276 +8%
CCB
2207
Cutter & Co Brokerage
Missouri
$486K -$207K -1,658 -30%
CMANY
2208
Capital Management Associates (New York)
New York
$485K -$31.2K -250 -6%
CAL
2209
Capital Analysts LLC
Pennsylvania
$484K -$39K -312 -7%
PPWM
2210
PFG Private Wealth Management
Florida
$484K +$6.5K +52 +1%
Walleye Capital
2211
Walleye Capital
New York
$483K +$487K +3,893 New
SWA
2212
Sutton Wealth Advisors
Florida
$483K +$125 +1 +0%
KLI
2213
Kelman-Lazarov Inc
Tennessee
$481K -$21.2K -170 -4%
RPWA
2214
Regent Peak Wealth Advisors
Georgia
$481K +$5.88K +47 +1%
BC
2215
Burleson & Co
California
$479K -$2.38K -19 -0.5%
RMC
2216
Regis Management Company
California
$479K -$1.38K -11 -0.3%
CWM
2217
Chesapeake Wealth Management
Virginia
$479K
VWM
2218
Venturi Wealth Management
Texas
$479K +$107K +860 +29%
MCM
2219
McRae Capital Management
New Jersey
$477K
AA
2220
Auxano Advisors
Washington
$475K +$187K +1,498 +64%
5L
2221
55I LLC
Massachusetts
$474K +$212K +1,694 +80%
WMA
2222
Wealth Management Associates
New Jersey
$473K -$75.7K -606 -14%
HCM
2223
Huber Capital Management
California
$472K -$1.59M -12,700 -77%
AF
2224
Affiance Financial
Minnesota
$470K +$8.13K +65 +2%
BFA
2225
Beacon Financial Advisory
Ohio
$470K +$27.4K +219 +6%