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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2676
Cedar Wealth Management
California
$172K +$22.1K +433 +15%
SWM
2677
Scissortail Wealth Management
Oklahoma
$166K +$165K +3,224 New
PWMG
2678
Prestige Wealth Management Group
New Jersey
$165K +$5.88K +115 +4%
SIS
2679
Sound Income Strategies
Florida
$162K +$4.45K +87 +3%
WB
2680
West Bancorporation
Iowa
$162K +$161K +3,148 New
TF
2681
TimeScale Financial
Massachusetts
$161K +$1.13K +22 +0.7%
AFG
2682
Albion Financial Group
Utah
$160K -$11.9K -233 -7%
Cohen & Steers
2683
Cohen & Steers
New York
$159K
TC
2684
TAP Consulting
Missouri
$158K +$157K +3,075 New
SM
2685
SG3 Management
Puerto Rico
$155K -$174K -3,400 -53%
BIA
2686
Bell Investment Advisors
California
$155K -$14.1K -275 -8%
SCA
2687
Sandy Cove Advisors
Massachusetts
$155K +$154K +3,010 New
SC
2688
Seldon Capital
California
$154K +$153K +2,989 New
EIP
2689
Ellis Investment Partners
Pennsylvania
$153K +$40.7K +797 +36%
CWM
2690
Cranbrook Wealth Management
Michigan
$145K -$1.64K -32 -1%
CA
2691
Centerpoint Advisors
Massachusetts
$144K
TLFA
2692
True Link Financial Advisors
California
$143K
SC
2693
Stephens Consulting
Michigan
$143K +$142K +2,771 New
ACM
2694
AUA Capital Management
Pennsylvania
$140K
RCG
2695
Rock Creek Group
District of Columbia
$139K +$22.7K +444 +20%
DWA
2696
Dougherty Wealth Advisers
Minnesota
$137K
FMP
2697
Financial Management Professionals
Texas
$134K -$76.9K -1,505 -37%
RWA
2698
RGT Wealth Advisors
Texas
$134K +$133K +2,598 New
FCG
2699
Financial Connections Group
California
$133K +$132K +2,582 New
PP
2700
PrairieView Partners
Minnesota
$132K +$205 +4 +0.2%