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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1801
Riversedge Advisors
Delaware
$342K +$44.7K +123 +16%
CPA
1802
Capital Performance Advisors
California
$341K +$21.5K +59 +7%
OF
1803
Optimize Financial
California
$341K +$331K +910 New
AIM
1804
Acropolis Investment Management
Missouri
$340K +$24K +66 +7%
LF
1805
Lantz Financial
Illinois
$340K +$34.9K +96 +12%
IFA
1806
Index Fund Advisors
California
$340K +$90.2K +248 +38%
BDA
1807
Borer Denton & Associates
Pennsylvania
$339K
NAS
1808
NWF Advisory Services
California
$339K +$7.27K +20 +2%
SIM
1809
SSI Investment Management
California
$338K
FOA
1810
Five Oceans Advisors
California
$338K -$6.91K -19 -2%
TPW
1811
TL Private Wealth
Texas
$338K
PPC
1812
Park Place Capital
Alabama
$337K -$183K -502 -36%
MFC
1813
Mechanics Financial Corp
Ohio
$337K -$70.9K -195 -18%
PAM
1814
Paradigm Asset Management
New York
$337K
TWM
1815
Thrive Wealth Management
Pennsylvania
$336K +$5.82K +16 +2%
LWM
1816
Lighthouse Wealth Management
Ohio
$335K
TC
1817
TownSquare Capital
Utah
$333K -$95.7K -263 -23%
GT
1818
GreatBanc Trust
Illinois
$333K +$324K +891 New
MEG
1819
Millstone Evans Group
Colorado
$332K -$2.18K -6 -0.7%
AFA
1820
AA Financial Advisors
Ohio
$332K +$99.7K +274 +45%
SIA
1821
SeaBridge Investment Advisors
New Jersey
$331K
OCG
1822
Opus Capital Group
Ohio
$331K -$14.9K -41 -4%
SMA
1823
Seven Mile Advisory
New Jersey
$331K +$115K +315 +55%
PWM
1824
Penobscot Wealth Management
Maine
$330K -$44.4K -122 -12%
O3W
1825
Omni 360 Wealth
New Jersey
$330K -$5.82K -16 -2%