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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2151
Ethos Financial Group
Pennsylvania
$555K +$18.1K +74 +3%
PWA
2152
Phoenix Wealth Advisors
North Carolina
$555K +$14.2K +58 +3%
ME
2153
McIlrath & Eck
Washington
$553K +$47.9K +196 +10%
FNBSF
2154
First National Bank Sioux Falls
South Dakota
$553K -$196K -800 -26%
NA
2155
Nautilus Advisors
California
$552K -$15.4K -63 -3%
WPP
2156
Whalerock Point Partners
Rhode Island
$552K
PIP
2157
Peachtree Investment Partners
Florida
$550K +$125K +513 +30%
AWM
2158
AllSquare Wealth Management
New York
$549K
MPW
2159
MA Private Wealth
California
$549K +$18.8K +77 +4%
AIM
2160
Acropolis Investment Management
Missouri
$549K +$3.18K +13 +0.6%
AWM
2161
Aprio Wealth Management
Georgia
$548K +$149K +608 +38%
RCM
2162
Raleigh Capital Management
North Carolina
$547K -$1.74M -7,097 -76%
VIM
2163
Vinva Investment Management
Australia
$545K +$547K +2,235 New
LBC
2164
Leigh Baldwin & Co
New York
$545K -$3.18K -13 -0.6%
LMKC
2165
L.M. Kohn & Company
Ohio
$545K -$16.9K -69 -3%
LA
2166
LVW Advisors
New York
$542K +$75.1K +307 +16%
COCM
2167
Charter Oak Capital Management
New Hampshire
$542K -$88.3K -361 -14%
HP
2168
Holistic Planning
Texas
$542K
GPWM
2169
Grant Private Wealth Management
California
$541K -$1.47K -6 -0.3%
FCIM
2170
Fairview Capital Investment Management
California
$541K -$79.3K -324 -13%
Fidelity International
2171
Fidelity International
Bermuda
$540K -$78.3K -320 -13%
AFT
2172
Alpha Family Trust
California
$538K
PIM
2173
Progressive Investment Management
Oregon
$538K +$3.67K +15 +0.7%
BIG
2174
Brookwood Investment Group
Arizona
$538K +$529K +2,162 New
FHC
2175
First Heartland Consultants
Missouri
$537K -$3.18K -13 -0.6%