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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
3226
Marks Group Wealth Management
Minnesota
$427K -$34.8K -95 -7%
CI
3227
Chartist Inc
California
$427K -$13.9K -38 -3%
SPP
3228
Single Point Partners
Massachusetts
$427K – – –
WSWA
3229
Warren Street Wealth Advisors
California
$427K -$106K -289 -19%
SWM
3230
SFG Wealth Management
Maryland
$427K -$37.7K -103 -8%
HA
3231
Heartland Advisors
Wisconsin
$426K – – –
TIA
3232
Tandem Investment Advisors
South Carolina
$426K -$342K -934 -43%
GC
3233
Garde Capital
Washington
$426K – – –
AWM
3234
Austin Wealth Management
Texas
$425K +$7.33K +20 +2%
DFG
3235
Dupree Financial Group
Kentucky
$425K -$17.2K -47 -4%
PM
3236
Phraction Management
Connecticut
$425K -$113K -309 -20%
MFT
3237
Moisand Fitzgerald Tamayo
Florida
$425K +$24.5K +67 +6%
CIM
3238
Catalyst Investment Management
New Hampshire
$424K +$451K +1,231 New
WBG
3239
Wharton Business Group
Pennsylvania
$424K +$451K +1,231 New
IAS
3240
Integrity Advisory Solutions
Texas
$423K +$23.8K +65 +6%
BFA
3241
Brown Financial Advisors
Ohio
$422K +$18.7K +51 +4%
RA
3242
Riverstone Advisors
Texas
$422K +$52.7K +144 +13%
NECFA
3243
New England Capital Financial Advisors
Connecticut
$421K +$13.2K +36 +3%
GCM
3244
Gunpowder Capital Management
Maryland
$420K +$448K +1,222 New
SC
3245
Stephens Consulting
Michigan
$420K +$148K +405 +50%
IAS
3246
IMA Advisory Services
Colorado
$420K +$12.8K +35 +3%
RCI
3247
RS Crum Inc
California
$420K – – –
TFIPS
3248
Towarzystwo Funduszy Inwestycyjnych PZU SA
$420K +$18.3K +50 +4%
RFW
3249
Rainier Family Wealth
Washington
$420K +$74.7K +204 +20%
LJAC
3250
L.J. Altfest & Co
New York
$419K +$11.4K +31 +3%