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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2401
Ford Financial Group
California
$229K -$7.52K -154 -3%
HFA
2402
High Falls Advisors
New York
$229K +$224K +4,591 New
SWP
2403
Strategic Wealth Partners
Ohio
$228K -$29.1K -595 -11%
IA
2404
Insight Advisors
Pennsylvania
$228K +$223K +4,571 New
UFA
2405
US Financial Advisors
Massachusetts
$228K +$224K +4,577 New
SEIA
2406
Signature Estate & Investment Advisors
California
$227K -$27.5K -563 -11%
Kayne Anderson Rudnick Investment Management
2407
Kayne Anderson Rudnick Investment Management
California
$227K -$23.7K -485 -10%
RIM
2408
Rockbridge Investment Management
New York
$227K +$10K +205 +5%
EWF
2409
Epstein & White Financial
California
$226K +$8.11K +166 +4%
WCWM
2410
Willow Creek Wealth Management
California
$225K +$5.03K +103 +2%
FA
2411
Fiducient Advisors
Illinois
$225K +$220K +4,512 New
BA
2412
Bluesphere Advisors
Pennsylvania
$225K +$221K +4,522 New
WIM
2413
Westside Investment Management
California
$225K -$41.5K -850 -4%
SWP
2414
Summit Wealth Partners
Florida
$224K
FPWM
2415
FSB Premier Wealth Management
Iowa
$224K +$220K +4,514 New
BWA
2416
Burt Wealth Advisors
Maryland
$223K +$147 +3 +0.1%
P
2417
&Partners
Tennessee
$222K -$621K -12,710 -74%
TWM
2418
Tolleson Wealth Management
Texas
$222K
MAM
2419
MMA Asset Management
Pennsylvania
$222K +$217K +4,450 New
HFA
2420
Hoover Financial Advisors
Pennsylvania
$221K -$11.1K -227 -6%
BWL
2421
Bogart Wealth LLC
Virginia
$221K -$8.11K -166 -4%
RZH
2422
Relyea Zuckerberg Hanson
Connecticut
$221K -$2.29K -47 -1%
SCM
2423
Sterneck Capital Management
Missouri
$221K
PG
2424
Proffitt & Goodson
Tennessee
$220K -$32.4K -663 -13%
AWM
2425
Atticus Wealth Management
Florida
$220K +$7.42K +152 +4%