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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Axxcess Wealth Management
California
$310K -$217K -1,555 -40%
NWWA
527
New Wave Wealth Advisors
Arkansas
$305K +$57.8K +414 +22%
SPC
528
Sigma Planning Corp
Michigan
$304K -$30K -215 -9%
PFW
529
Petros Family Wealth
Minnesota
$299K -$196K -1,405 -39%
KCM
530
Kendall Capital Management
Maryland
$298K +$308K +2,205 New
TL
531
Tradewinds LLC
North Carolina
$297K
WAM
532
Wilsey Asset Management
California
$296K
FFM
533
Forum Financial Management
Illinois
$296K +$306K +2,192 New
WCP
534
Wealthcare Capital Partners
Pennsylvania
$295K -$120K -858 -28%
FBT
535
First Bankers Trust
Kentucky
$293K +$27.9K +200 +10%
HCA
536
Harbor Capital Advisors
Illinois
$291K +$291K +2,088 +2,941%
TWP
537
Triad Wealth Partners
Kansas
$290K +$1.54K +11 +0.5%
NL
538
NWAM LLC
Washington
$287K -$279 -2 -0.1%
BC
539
Burney Company
Virginia
$286K +$53.5K +383 +22%
FIM
540
Freedom Investment Management
Connecticut
$284K -$199K -1,425 -40%
VI
541
Vestcor Inc
New Brunswick, Canada
$282K +$279 +2 +0.1%
IWS
542
Insight Wealth Strategies
California
$281K +$1.54K +11 +0.5%
PRI
543
Prepared Retirement Institute
Pennsylvania
$277K
SPA
544
Sherbrooke Park Advisers
New York
$277K -$161K -1,150 -36%
IFU
545
iSAM Funds (UK)
United Kingdom
$276K +$18.3K +131 +7%
VFPW
546
Vantage Financial Partners (Wisconsin)
Wisconsin
$275K +$838 +6 +0.3%
FNA
547
First National Advisers
Nebraska
$275K +$285K +2,041 New
CCB
548
Cutter & Co Brokerage
Missouri
$275K -$49.7K -356 -15%
FB
549
Fulton Bank
Pennsylvania
$273K -$115K -822 -29%
CBA
550
Coastal Bridge Advisors
Connecticut
$273K +$282K +2,022 New