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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2426
Mindset Wealth Management
Indiana
$283K -$109K -398 -30%
NFGCM
2427
Norman Fields Gottscho Capital Management
New York
$283K – – –
SWA
2428
Strata Wealth Advisors
Texas
$282K – – –
GSWA
2429
Good Steward Wealth Advisors
Tennessee
$282K +$256K +937 New
TS
2430
TradeWell Securities
Indiana
$282K +$273 +1 +0.1%
JF
2431
JSF Financial
California
$282K +$273 +1 +0.1%
WF
2432
WinCap Financial
Massachusetts
$282K +$19.7K +72 +8%
CPWA
2433
Cerro Pacific Wealth Advisors
California
$281K -$79.5K -291 -24%
NC
2434
NewSquare Capital
Pennsylvania
$281K +$31.2K +114 +14%
GAM
2435
Grandview Asset Management
Pennsylvania
$281K +$255K +933 New
WWA
2436
Wingate Wealth Advisors
Massachusetts
$281K +$10.4K +38 +4%
EC
2437
EdgeRock Capital
Colorado
$281K +$25.1K +92 +11%
OL
2438
one8zero8 LLC
North Carolina
$280K +$255K +932 New
GWM
2439
GSB Wealth Management
Connecticut
$280K +$273 +1 +0.1%
TMWM
2440
Taylor & Morgan Wealth Management
Michigan
$280K -$4.65K -17 -2%
SFP
2441
Sterling Financial Planning
New Jersey
$280K – – –
NEPPG
2442
New England Professional Planning Group
Rhode Island
$279K -$16.9K -62 -6%
AC
2443
Avenir Corporation
Virginia
$278K – – –
ISFAN
2444
Investor's Fiduciary Advisor Network
Washington
$278K +$253K +926 New
AFG
2445
ABLE Financial Group
Arizona
$278K +$253K +924 New
MPIA
2446
Milestones Private Investment Advisors
New York
$278K – – –
WAM
2447
WFA Asset Management
Wisconsin
$278K +$547 +2 +0.1%
SIG
2448
Sky Investment Group
Connecticut
$277K – – –
CFS
2449
Commonwealth Financial Services
West Virginia
$277K +$29K +106 +13%
GGI
2450
Godsey & Gibb Inc
Virginia
$276K +$251K +918 New