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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
2426
WR Wealth Planners
Missouri
$356K +$3.12K +14 +0.9%
SDWMA
2427
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K – – –
JSAM
2428
J. Safra Asset Management
New York
$354K +$234K +1,052 +189%
TC
2429
TAP Consulting
Missouri
$354K +$1.56K +7 +0.4%
DAM
2430
Diamant Asset Management
Connecticut
$354K – – –
CP
2431
Castleview Partners
Texas
$354K +$19.2K +86 +6%
FPWM
2432
FSB Premier Wealth Management
Iowa
$353K – – –
CFG
2433
Carr Financial Group
Massachusetts
$353K -$10.5K -47 -3%
PMG
2434
ProVise Management Group
Florida
$352K -$376K -1,689 -51%
BWA
2435
Bordeaux Wealth Advisors
California
$352K -$35.2K -158 -9%
BIA
2436
Beacon Investment Advisors
Maryland
$351K +$891 +4 +0.3%
CTC (Chicago Trading Company)
2437
CTC (Chicago Trading Company)
Illinois
$351K -$919K -4,127 -72%
AWM
2438
Aprio Wealth Management
Georgia
$351K +$22.5K +101 +7%
BFA
2439
Bright Financial Advisors
Michigan
$350K -$26.7K -120 -7%
BWA
2440
Blodgett Wealth Advisors
California
$350K -$5.57K -25 -2%
MTC
2441
Matrix Trust Company
Colorado
$350K +$291K +1,306 +458%
PCI
2442
Planning Center Inc
Illinois
$349K -$8.46K -38 -2%
BFW
2443
Brady Family Wealth
Missouri
$348K – – –
RMAM
2444
Raab & Moskowitz Asset Management
New Jersey
$348K -$9.13K -41 -3%
IPWA
2445
International Private Wealth Advisors
California
$348K -$3.79K -17 -1%
ISFAN
2446
Investor's Fiduciary Advisor Network
Washington
$348K +$353K +1,583 New
BFAG
2447
Blackston Financial Advisory Group
Florida
$347K -$223 -1 -0.1%
FFA
2448
Fragasso Financial Advisors
Pennsylvania
$347K +$11.6K +52 +3%
PRI
2449
Prepared Retirement Institute
Pennsylvania
$347K +$891 +4 +0.3%
AIFAIM
2450
American Institute for Advanced Investment Management
Arizona
$347K – – –