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Name Holding Trade Value Shares
Change
Change in
Stake
SP
3251
Symmetry Partners
Connecticut
$267K -$37.5K -67 -13%
CAM
3252
CenterStar Asset Management
Illinois
$267K +$262K +468 New
AP
3253
Advisors Preferred
Maryland
$266K +$264K +473 New
SGWP
3254
Sun Group Wealth Partners
California
$266K +$261K +466 New
BFIC
3255
Bedell Frazier Investment Counselling
California
$265K – – –
MWM
3256
Mattern Wealth Management
Kansas
$265K – – –
EWA
3257
Evolution Wealth Advisors
Florida
$265K +$2.79K +5 +1%
LIA
3258
LifePlan Investment Advisors
North Carolina
$265K +$8.38K +15 +3%
FEM
3259
Fulcrum Equity Management
Texas
$265K +$260K +465 New
RCM
3260
RNC Capital Management
California
$264K – – –
HWA
3261
Heartwood Wealth Advisors
Virginia
$261K -$14K -25 -5%
RFG
3262
REAP Financial Group
Texas
$261K – – –
AAG
3263
Armstrong Advisory Group
Massachusetts
$260K +$3.35K +6 +1%
PWM
3264
Puff Wealth Management
New Jersey
$260K +$12.9K +23 +5%
MAG
3265
M3 Advisory Group
Massachusetts
$260K +$30.2K +54 +13%
PPWM
3266
PFG Private Wealth Management
Florida
$260K +$254K +455 New
CL
3267
CLG LLC
California
$259K – – –
SO
3268
Sierra Ocean
California
$259K -$7.83K -14 -3%
HA
3269
Hofer & Associates
California
$259K +$4.47K +8 +2%
SC
3270
Seldon Capital
California
$259K – – –
T
3271
Tidemark
California
$259K -$559 -1 -0.2%
GSIS
3272
Global Strategic Investment Solutions
Arizona
$259K -$559 -1 -0.2%
CWAF
3273
Core Wealth Advisors (Florida)
Florida
$258K -$97.3K -174 -28%
MIC
3274
Meridian Investment Counsel
California
$258K – – –
ANBOT
3275
American National Bank of Texas
Texas
$258K +$16.2K +29 +7%