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Name Holding Trade Value Shares
Change
Change in
Stake
TPI
826
Trust Point Inc
Wisconsin
$308K -$44.1K -3,856 -12%
CWP
827
Capital Wealth Planning
Florida
$305K -$269K -23,533 -45%
HAG
828
HF Advisory Group
Maryland
$305K +$3.08K +269 +0.9%
LIA
829
LS Investment Advisors
Michigan
$304K
MW
830
Marcum Wealth
Ohio
$303K -$9.42K -823 -3%
PGWM
831
Pitti Group Wealth Management
New York
$302K
FWM
832
Finer Wealth Management
Massachusetts
$300K -$9.18K -802 -3%
SIS
833
Sound Income Strategies
Florida
$300K -$77.3K -6,755 -19%
WF
834
WoodTrust Financial
Wisconsin
$300K +$74.6K +6,519 +30%
CCA
835
Carrera Capital Advisors
Michigan
$297K +$190K +16,630 +145%
AP
836
Appleton Partners
Massachusetts
$297K -$62.9K -5,500 -16%
WWA
837
WCG Wealth Advisors
Nevada
$297K -$12.9K -1,130 -4%
KCFA
838
Key Client Fiduciary Advisors
New Jersey
$297K -$8.27K -723 -3%
SPI
839
Sutton Place Investors
New York
$297K +$4.1K +358 +1%
AWM
840
Accurate Wealth Management
Florida
$296K +$21.8K +1,901 +7%
SCM
841
Shelton Capital Management
Colorado
$296K
GITFIT
842
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$296K +$22.9K +2,000 +8%
NAS
843
Nicolet Advisory Services
Wisconsin
$295K +$142K +12,409 +78%
SWA
844
Sax Wealth Advisors
New Jersey
$295K +$320K +27,943 New
MFG
845
MidWestOne Financial Group
Iowa
$295K
WAM
846
WFA Asset Management
Wisconsin
$295K +$25.3K +2,213 +9%
PA
847
Probity Advisors
Texas
$294K +$9.66K +844 +3%
LSAG
848
Lake Street Advisors Group
New Hampshire
$293K -$42.3K -3,698 -12%
BLC
849
Brown, Lisle/Cummings
Rhode Island
$293K +$6.87K +600 +2%
CT
850
ClearAlpha Technologies
Connecticut
$292K -$228K -19,967 -42%