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Name Holding Trade Value Shares
Change
Change in
Stake
JBA
3176
Johnson Bixby & Associates
Washington
$235K
IW
3177
Instrumental Wealth
Florida
$235K +$553 +1 +0.2%
BFS
3178
BridgePort Financial Solutions
Iowa
$235K +$231K +418 New
MMHP
3179
Murphy Middleton Hinkle & Parker
Georgia
$235K
ME
3180
McIlrath & Eck
Washington
$234K
AFP
3181
Alpha Financial Partners
Kentucky
$234K +$6.64K +12 +3%
CHA
3182
Cooper/Haims Advisors
New York
$234K -$2.77K -5 -1%
FSA
3183
Financial Security Advisor
Virginia
$234K +$553 +1 +0.2%
CWM
3184
Cabot Wealth Management
Massachusetts
$233K
TNB
3185
Thomasville National Bank
Georgia
$233K +$230K +415 New
MWA
3186
Monograph Wealth Advisors
California
$233K +$6.08K +11 +3%
PA
3187
Planning Alternatives
Michigan
$233K +$229K +414 New
PS
3188
Planned Solutions
California
$233K
ECM
3189
Exchange Capital Management
Michigan
$232K -$4.98K -9 -2%
MCP
3190
Mirador Capital Partners
California
$232K
DJYG
3191
David J. Yvars Group
Florida
$232K +$228K +412 New
GWP
3192
Gateway Wealth Partners
Wisconsin
$232K +$228K +412 New
AIMA
3193
Ables Iannone Moore & Associates
Georgia
$232K
PFM
3194
Patton Fund Management
Texas
$232K +$228K +412 New
MAG
3195
M3 Advisory Group
Massachusetts
$231K -$20.5K -37 -8%
FI
3196
Finivi Inc
Massachusetts
$231K +$553 +1 +0.2%
GWM
3197
Greenwich Wealth Management
Connecticut
$231K -$8.29K -15 -4%
IHWM
3198
Iron Horse Wealth Management
Iowa
$230K -$4.42K -8 -2%
CIA
3199
Cladis Investment Advisory
Montana
$229K -$5.53K -10 -2%
NWM
3200
Nova Wealth Management
Florida
$229K -$57.5K -104 -20%