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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1426
Simplicity Wealth
New Jersey
$376K -$368K -15,172 -58%
ABWM
1427
Alpine Bank Wealth Management
Colorado
$376K
PWM
1428
Parkshore Wealth Management
California
$375K -$30.7K -1,268 -10%
IP
1429
Investment Partners
Ohio
$374K
TIA
1430
Traphagen Investment Advisors
New Jersey
$374K -$23.7K -979 -8%
HWM
1431
Horizon Wealth Management
Illinois
$374K -$4.51K -186 -2%
AWM
1432
Aries Wealth Management
Maine
$373K
NB
1433
Nicolet Bankshares
Wisconsin
$373K -$4.22K -174 -2%
SEIA
1434
Signature Estate & Investment Advisors
California
$372K +$37.9K +1,566 +16%
RMCM
1435
Reynders McVeigh Capital Management
Massachusetts
$372K -$15.3K -633 -5%
ML
1436
McAdam LLC
Pennsylvania
$371K -$14.7K -608 -5%
KIC
1437
Keating Investment Counselors
Florida
$371K -$1.33K -55 -0.5%
SMC
1438
Smith, Moore & Co
Missouri
$370K -$38.1K -1,571 -12%
RWP
1439
Ridgecrest Wealth Partners
California
$369K +$581 +24 +0.2%
NME
1440
Notis-McConarty Edward
$369K
SWA
1441
SOA Wealth Advisors
New York
$368K -$77.7K -3,207 -23%
ISWM
1442
Independent Solutions Wealth Management
New York
$368K -$7.15K -295 -3%
ACM
1443
Advisors Capital Management
New Jersey
$367K +$27.7K +1,144 +12%
MNBTD
1444
Moody National Bank Trust Division
Texas
$367K -$135K -5,552 -34%
CFD
1445
Creative Financial Designs
Indiana
$365K -$1.37M -56,647 -84%
UAG
1446
United Advisor Group
Ohio
$364K +$263K +10,860 New
OWM
1447
Opes Wealth Management
California
$364K -$9.23K -381 -3%
NAS
1448
Nicolet Advisory Services
Wisconsin
$364K +$237K +9,790 New
EA
1449
Everpar Advisors
Oklahoma
$363K +$10.6K +439 +4%
MA
1450
MJP Associates
Connecticut
$363K +$36.8K +1,518 +16%