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Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
2901
KFA Private Wealth Group
Virginia
$260K +$2.36K +8 +0.9%
SAM
2902
Silphium Asset Management
United Kingdom
$258K +$29.5K +100 +12%
PSF
2903
Pacific Sun Financial
California
$256K
AAM
2904
Augustine Asset Management
Florida
$256K +$590 +2 +0.2%
EW
2905
Emerson Wealth
Michigan
$256K +$1.77K +6 +0.6%
RG
2906
Retirement Group
California
$256K +$241K +816 +697%
CWM
2907
Campbell Wealth Management
Virginia
$255K -$47.8K -162 -15%
RJTCONH
2908
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$590 -2 -0.2%
MCG
2909
McCollum Christoferson Group
New York
$255K
PCM
2910
Poehling Capital Management
Wisconsin
$255K +$2.36K +8 +0.9%
CA
2911
Crumly & Associates
Illinois
$255K +$69.4K +235 +34%
AI
2912
AXS Investments
New York
$254K -$96K -325 -26%
IWA
2913
Inspirion Wealth Advisors
Illinois
$254K -$25.1K -85 -8%
W
2914
WealthOne
New York
$254K +$590 +2 +0.2%
HC
2915
Hoese & Co
Minnesota
$254K +$196K +665 +255%
OIS
2916
Okabena Investment Services
Minnesota
$254K +$266K +900 +3,333%
NWA
2917
Navis Wealth Advisors
New York
$253K
SWA
2918
Sax Wealth Advisors
New Jersey
$252K +$295 +1 +0.1%
SFFS
2919
Stonehage Fleming Financial Services
Jersey
$252K +$177K +600 +188%
CAN
2920
Claraphi Advisory Network
United States
$251K +$8.86K +30 +3%
SWIG
2921
Strategic Wealth Investment Group
Kentucky
$250K +$269K +912 New
BZWA
2922
Blue Zone Wealth Advisors
California
$249K
RCG
2923
Resource Consulting Group
Florida
$247K -$20.7K -70 -7%
HPIA
2924
Hamilton Point Investment Advisors
North Carolina
$247K
HFA
2925
High Falls Advisors
New York
$247K