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Name Holding Trade Value Shares
Change
Change in
Stake
IAG
3176
Investment Advisory Group
Massachusetts
$290K -$55.9K -100 -16%
PS
3177
Portfolio Strategies
New York
$290K – – –
AIA
3178
Accelerate Investment Advisors
California
$290K – – –
GS
3179
GWN Securities
Florida
$289K +$9.5K +17 +3%
BFA
3180
Beacon Financial Advisory
Ohio
$289K -$53.7K -96 -16%
AA
3181
AJ Advisors
Tennessee
$289K – – –
CMF
3182
Counterpoint Mutual Funds
California
$289K -$27.4K -49 -9%
SWM
3183
Shakespeare Wealth Management
Wisconsin
$289K – – –
RFA
3184
Register Financial Advisors
Georgia
$288K – – –
VBA
3185
von Borstel & Associates
Oregon
$287K -$302K -540 -52%
LWMNY
3186
Landmark Wealth Management (New York)
New York
$286K – – –
TWP
3187
Tower Wealth Partners
Pennsylvania
$286K +$73.2K +131 +35%
PWM
3188
Parkway Wealth Management
Texas
$286K +$280K +501 New
DWM
3189
DWR Wealth Management
California
$286K +$277K +495 New
FHB
3190
First Hawaiian Bank
Hawaii
$285K -$354K -634 -56%
LAM
3191
Lountzis Asset Management
Pennsylvania
$285K – – –
MCI
3192
MRP Capital Investments
Georgia
$285K – – –
PCM
3193
PenderFund Capital Management
British Columbia, Canada
$285K – – –
DAM
3194
Doheny Asset Management
California
$285K – – –
AR
3195
Altar Rock
New York
$285K +$279K +499 New
CCG
3196
Catalina Capital Group
California
$284K -$131K -234 -32%
HA
3197
Huntleigh Advisors
Missouri
$284K -$5.03K -9 -2%
RYIA
3198
Roehl & Yi Investment Advisors
Oregon
$283K +$3.91K +7 +1%
EM
3199
ELCO Management
New York
$283K – – –
PGWM
3200
Pitti Group Wealth Management
New York
$283K +$2.24K +4 +0.8%