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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
2426
Schneider Downs Wealth Management Advisors
Pennsylvania
$355K
JSAM
2427
J. Safra Asset Management
New York
$354K +$234K +1,052 +189%
TC
2428
TAP Consulting
Missouri
$354K +$1.56K +7 +0.4%
DAM
2429
Diamant Asset Management
Connecticut
$354K
CP
2430
Castleview Partners
Texas
$354K +$19.2K +86 +6%
FPWM
2431
FSB Premier Wealth Management
Iowa
$353K
CFG
2432
Carr Financial Group
Massachusetts
$353K -$10.5K -47 -3%
PMG
2433
ProVise Management Group
Florida
$352K -$376K -1,689 -51%
BWA
2434
Bordeaux Wealth Advisors
California
$352K -$35.2K -158 -9%
BIA
2435
Beacon Investment Advisors
Maryland
$351K +$891 +4 +0.3%
CTC (Chicago Trading Company)
2436
CTC (Chicago Trading Company)
Illinois
$351K -$919K -4,127 -72%
AWM
2437
Aprio Wealth Management
Georgia
$351K +$22.5K +101 +7%
BFA
2438
Bright Financial Advisors
Michigan
$350K -$26.7K -120 -7%
BWA
2439
Blodgett Wealth Advisors
California
$350K -$5.57K -25 -2%
MTC
2440
Matrix Trust Company
Colorado
$350K +$291K +1,306 +458%
PCI
2441
Planning Center Inc
Illinois
$349K -$8.46K -38 -2%
BFW
2442
Brady Family Wealth
Missouri
$348K
RMAM
2443
Raab & Moskowitz Asset Management
New Jersey
$348K -$9.13K -41 -3%
IPWA
2444
International Private Wealth Advisors
California
$348K -$3.79K -17 -1%
ISFAN
2445
Investor's Fiduciary Advisor Network
Washington
$348K +$353K +1,583 New
BFAG
2446
Blackston Financial Advisory Group
Florida
$347K -$223 -1 -0.1%
FFA
2447
Fragasso Financial Advisors
Pennsylvania
$347K +$11.6K +52 +3%
PRI
2448
Prepared Retirement Institute
Pennsylvania
$347K +$891 +4 +0.3%
AIFAIM
2449
American Institute for Advanced Investment Management
Arizona
$347K
TF
2450
Tudor Financial
Ohio
$346K +$351K +1,574 New