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Name Holding Trade Value Shares
Change
Change in
Stake
KS
1576
Karpas Strategies
Connecticut
$343K
SWA
1577
Sutton Wealth Advisors
Florida
$342K +$589 +5 +0.2%
SAM
1578
Seelaus Asset Management
New Jersey
$342K -$8.6K -73 -2%
BCM
1579
Boltwood Capital Management
California
$342K -$3.06K -26 -0.9%
CHA
1580
Cooper/Haims Advisors
New York
$342K -$706 -6 -0.2%
ZF
1581
Zhang Financial
Michigan
$341K +$345K +2,934 New
PPP
1582
Private Portfolio Partners
New Jersey
$340K +$95.5K +811 +38%
PIN
1583
Prudent Investors Network
California
$340K
S
1584
SimplyRich
California
$340K
CFG
1585
CMC Financial Group
Georgia
$340K +$3.77K +32 +1%
MPWT
1586
MassMutual Private Wealth & Trust
Connecticut
$340K +$50.2K +426 +17%
CCM
1587
CWH Capital Management
Washington
$340K +$104K +884 +43%
RIM
1588
Rampart Investment Management
Connecticut
$339K -$1.04M -8,798 -75%
LFA
1589
Legacy Financial Advisors
Kentucky
$338K +$342K +2,906 New
NA
1590
Nottingham Advisors
New York
$337K -$3.18K -27 -0.9%
GBBWRPM
1591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$337K +$60.4K +513 +22%
LIM
1592
Loudon Investment Management
New Hampshire
$336K -$49.2K -418 -13%
TSS
1593
Thomas Story & Son
Indiana
$336K
PWM
1594
Paulson Wealth Management
Illinois
$335K -$824 -7 -0.2%
GSWM
1595
Golden State Wealth Management
California
$334K -$27.6K -234 -8%
GAG
1596
GM Advisory Group
New York
$332K -$65.9K -560 -16%
ML
1597
McAdam LLC
Pennsylvania
$332K +$4K +34 +1%
DWA
1598
Divergent Wealth Advisors
Utah
$332K +$6.95K +59 +2%
LSAG
1599
Lake Street Advisors Group
New Hampshire
$331K -$50K -425 -13%
SSWM
1600
Smith Salley Wealth Management
North Carolina
$331K -$35.1K -298 -9%