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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
2601
Summit Wealth Partners
Florida
$336K – – –
FP
2602
Foundry Partners
Minnesota
$336K -$445K -1,354 -57%
NERM
2603
New England Research & Management
Illinois
$336K -$346K -1,055 -51%
GIM
2604
Guild Investment Management
California
$336K – – –
HWA
2605
Hilltop Wealth Advisors
North Carolina
$336K – – –
PP
2606
Prudential plc
United Kingdom
$334K -$38.1M -116,097 -99%
PWA
2607
Physician Wealth Advisors
Utah
$334K +$657 +2 +0.2%
FGAM
2608
Financial Gravity Asset Management
Texas
$333K -$12.5K -38 -47%
AWM
2609
AllSquare Wealth Management
New York
$333K – – –
COI
2610
Connable Office Inc
Michigan
$333K – – –
LJAC
2611
L.J. Altfest & Co
New York
$332K -$11.8K -36 -3%
KCA
2612
Karn Couzens & Associates
Connecticut
$332K – – –
CPIA
2613
Cornell Pochily Investment Advisors
New York
$332K +$14.8K +45 +5%
WCFA
2614
Walkner Condon Financial Advisors
Wisconsin
$332K +$38.7K +118 +13%
KCM
2615
Kathmere Capital Management
Pennsylvania
$332K +$106K +322 +47%
LWMG
2616
Levy Wealth Management Group
Pennsylvania
$330K +$1.31K +4 +0.4%
BA
2617
Bluesphere Advisors
Pennsylvania
$329K – – –
TA
2618
Trellis Advisors
Washington
$329K – – –
PC
2619
Permanens Capital
New York
$328K -$72.2K -220 -18%
AIA
2620
Alera Investment Advisors
Illinois
$328K -$32.5K -99 -9%
BWM
2621
Birchcreek Wealth Management
Ohio
$328K -$11.2K -34 -3%
FNBOH
2622
First National Bank of Hutchinson
Kansas
$328K -$6.57K -20 -2%
TSS
2623
Thomas Story & Son
Indiana
$328K – – –
SLWS
2624
Swaine & Leidel Wealth Services
Florida
$328K +$328K +999 New
AIM
2625
Axiom Investment Management
New York
$327K -$65.7K -200 -17%