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Name Holding Trade Value Shares
Change
Change in
Stake
GA
3851
GoalVest Advisory
New York
$215K -$34.3K -94 -13%
PFS
3852
Prospect Financial Services
New York
$215K -$7.65K -21 -3%
JF
3853
Joule Financial
Kentucky
$214K +$3.28K +9 +1%
JIG
3854
Junk Investment Group
Maryland
$214K +$237K +651 New
ARG
3855
Advisory Resource Group
Oklahoma
$214K +$3.28K +9 +1%
CCA
3856
Conestoga Capital Advisors
Pennsylvania
$214K – – –
PWA
3857
Prairie Wealth Advisors
Nebraska
$214K – – –
ACM
3858
Advance Capital Management
Michigan
$213K -$29.5K -81 -11%
OM
3859
OV Management
Minnesota
$213K -$674K -1,850 -74%
CFS
3860
CGC Financial Services
Oregon
$213K – – –
PA
3861
Planning Alternatives
Michigan
$213K -$240K -658 -50%
BWP
3862
BlueStem Wealth Partners
Minnesota
$213K +$6.56K +18 +3%
BWCS
3863
Beirne Wealth Consulting Services
Connecticut
$212K -$6.2K -17 -3%
CWA
3864
CogentBlue Wealth Advisors
Tennessee
$212K +$14.9K +41 +7%
FWM
3865
Fonville Wealth Management
Virginia
$212K +$235K +644 New
PAG
3866
Private Advisory Group
Washington
$212K +$235K +644 New
VC
3867
Veery Capital
Delaware
$211K – – –
CRA
3868
Clear Retirement Advice
California
$211K – – –
VBA
3869
von Borstel & Associates
Oregon
$211K +$9.84K +27 +4%
RAM
3870
Riggs Asset Management
Pennsylvania
$211K -$4.01K -11 -2%
CPW
3871
Cogent Private Wealth
Florida
$210K -$310K -851 -57%
MUMSS
3872
Mitsubishi UFJ Morgan Stanley Securities
Japan
$210K – – –
CMA
3873
Cedar Mountain Advisors
Oregon
$210K +$3.64K +10 +2%
AIA
3874
Alternative Investment Advisors
Florida
$210K -$6.92K -19 -3%
AC
3875
AWM Capital
Arizona
$210K -$26.6K -73 -10%