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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1276
Curi Wealth Management
North Carolina
$149K -$49.5K -3,955 -25%
KWM
1277
Kolinsky Wealth Management
New Jersey
$148K -$4.86K -388 -3%
SIAG
1278
Safeguard Investment Advisory Group
California
$148K +$17.7K +1,412 +14%
JIP
1279
Jaffetilchin Investment Partners
Florida
$148K -$376 -30 -0.3%
OIA
1280
Optimum Investment Advisors
Illinois
$148K -$12.5K -999 -8%
BCM
1281
Birmingham Capital Management
Alabama
$147K – – –
AWM
1282
Angeles Wealth Management
California
$147K -$28.1K -2,244 -16%
DWM
1283
Dakota Wealth Management
Florida
$146K +$1K +80 +0.7%
PFM
1284
Parsec Financial Management
North Carolina
$146K -$25.5K -2,035 -15%
BCA
1285
Bay Colony Advisors
Massachusetts
$146K +$563 +45 +0.4%
AFG
1286
Alterity Financial Group
Maine
$146K -$11.2K -895 -7%
PCS
1287
Personal CFO Solutions
New Jersey
$145K +$5.91K +472 +4%
JFGIW
1288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K -$34.4K -2,749 -19%
FNBOO
1289
First National Bank of Omaha
Nebraska
$145K -$26.4K -2,107 -15%
FPFS
1290
First Personal Financial Services
North Carolina
$145K +$6.26K +500 +5%
GT
1291
Glenview Trust
Kentucky
$145K -$6.89K -550 -5%
CCB
1292
Country Club Bank
Missouri
$144K +$147K +11,735 New
KWMG
1293
King Wealth Management Group
Florida
$144K +$438 +35 +0.3%
LF
1294
Lantz Financial
Illinois
$144K +$4.25K +339 +3%
Wealth Enhancement Advisory Services
1295
Wealth Enhancement Advisory Services
Minnesota
$144K +$143K +11,406 New
ATWA
1296
Arbor Trust Wealth Advisors
Michigan
$143K -$16.7K -1,331 -10%
SCM
1297
Silvant Capital Management
Georgia
$143K – – –
WAL
1298
W Advisors LLC
Tennessee
$143K +$142K +11,323 New
OLVIG
1299
Oliver Lagore Vanvalin Investment Group
Michigan
$142K -$1.74K -139 -1%
PWP
1300
Perfromance Wealth Partners
Illinois
$141K -$62.4K -4,985 -31%