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Name Holding Trade Value Shares
Change
Change in
Stake
RAS
3426
RPS Advisory Solutions
Kentucky
$258K -$21.5K -59 -8%
SIA
3427
Stegner Investment Associates
Kentucky
$258K -$6.93K -19 -3%
JCFM
3428
JBR Co Financial Management
Oklahoma
$257K – – –
MA
3429
Menlo Advisors
California
$257K – – –
SWAG
3430
Spectrum Wealth Advisory Group
California
$256K +$729 +2 +0.3%
NERM
3431
New England Research & Management
Illinois
$256K – – –
EWM
3432
Edge Wealth Management
New York
$256K +$365 +1 +0.2%
MA
3433
Mezzasalma Advisors
New Jersey
$255K – – –
NFP
3434
Narus Financial Partners
Utah
$255K – – –
PPH
3435
Pure Portfolios Holdings
Oregon
$254K +$229K +627 New
RSWA
3436
Robinson Smith Wealth Advisors
Maine
$253K -$117K -320 -34%
HJGA
3437
Hardman Johnston Global Advisors
Connecticut
$253K – – –
IPW
3438
IronBridge Private Wealth
Texas
$253K +$7.66K +21 +3%
TPWA
3439
Twin Peaks Wealth Advisors
California
$253K +$228K +624 New
ASG
3440
Ariston Services Group
California
$253K – – –
LWMT
3441
Legacy Wealth Management (Tennessee)
Tennessee
$252K +$227K +622 New
IPW
3442
Intergy Private Wealth
Colorado
$252K +$227K +622 New
CFA
3443
Camarda Financial Advisors
Florida
$252K +$1.82K +5 +0.8%
EFG
3444
Embree Financial Group
Illinois
$252K +$5.84K +16 +3%
BZWA
3445
Blue Zone Wealth Advisors
California
$251K -$365 -1 -0.2%
AWA
3446
Arbor Wealth Advisors
Michigan
$251K +$226K +620 New
MS
3447
Mizuho Securities
Japan
$251K +$226K +620 New
E
3448
ETFidea
New York
$250K – – –
CMAI
3449
Capital Management Associates Inc
Minnesota
$250K +$225K +618 New
HP
3450
Hilltop Partners
Indiana
$250K -$549K -1,504 -71%