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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1026
Tandem Wealth Advisors
Arizona
$453K -$39.2K -610 -9%
ERWM
1027
Elk River Wealth Management
Colorado
$453K – – –
PVI
1028
Pine Valley Investments
New Jersey
$452K -$24.4K -380 -6%
CFP
1029
Catalyst Financial Partners
Massachusetts
$451K +$24.4K +380 +6%
VA
1030
Valmark Advisers
Ohio
$450K +$642 +10 +0.2%
AC
1031
ASB Consultores
Florida
$448K +$412K +6,410 New
VI
1032
Versor Investments
New York
$446K +$153K +2,390 +60%
APP
1033
Avantax Planning Partners
Iowa
$444K +$32.1K +500 +9%
M
1034
MOTCO
Texas
$442K -$62.3K -970 -13%
DCM
1035
DGS Capital Management
New Jersey
$441K +$175K +2,730 +76%
NL
1036
NWAM LLC
Washington
$441K +$8.99K +140 +2%
GA
1037
Geller Advisors
New York
$436K -$134K -2,090 -25%
LFG
1038
Larson Financial Group
Missouri
$436K -$49.5K -770 -11%
CIA
1039
Choate Investment Advisors
Massachusetts
$435K +$42.4K +660 +12%
MAM
1040
MWA Asset Management
Massachusetts
$434K -$39.8K -620 -9%
CBFP
1041
Cedar Brook Financial Partners
Ohio
$434K -$5.14K -80 -1%
SPIS
1042
Steward Partners Investment Solutions
Oregon
$434K +$399K +6,210 New
STA
1043
Summit Trail Advisors
New York
$429K +$32.1K +500 +9%
LFA
1044
Legacy Financial Advisors
Kentucky
$426K -$3.85K -60 -1%
GIA
1045
Gateway Investment Advisers
Ohio
$423K -$9.63K -150 -2%
CIS
1046
Custom Index Systems
New York
$421K -$359K -5,590 -48%
QWP
1047
Quotient Wealth Partners
Texas
$420K +$132K +2,060 +52%
CWA
1048
CJM Wealth Advisers
Virginia
$419K – – –
APA
1049
Astoria Portfolio Advisors
New York
$417K -$12.2K -190 -3%
CA
1050
Commerzbank Aktiengesellschaft
Germany
$414K +$19.9K +310 +6%