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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
3326
Synergy Asset Management
Washington
$240K -$12.1M -21,734 -98%
NWM
3327
Northwest Wealth Management
Iowa
$240K +$235K +421 New
AFWM
3328
Arta Finance Wealth Management
California
$240K +$235K +421 New
EARNEST Partners
3329
EARNEST Partners
Georgia
$240K +$2.24K +4 +1%
BAM
3330
Burkett Asset Management
$240K +$235K +420 New
PCP
3331
Proficio Capital Partners
Massachusetts
$239K -$44.7K -80 -16%
HWM
3332
Hohimer Wealth Management
Washington
$239K +$3.91K +7 +2%
JBA
3333
Johnson Bixby & Associates
Washington
$239K – – –
LFASL
3334
Lugano Financial Advisors SA (LFA)
Switzerland
$238K +$30.2K +54 +15%
GSWM
3335
Greenup Street Wealth Management
Michigan
$238K -$1.19M -2,123 -84%
BFG
3336
Bouchey Financial Group
New York
$238K +$20.1K +36 +9%
CHA
3337
Cooper/Haims Advisors
New York
$237K +$5.59K +10 +2%
EIG
3338
Ellenbecker Investment Group
Wisconsin
$237K +$21.8K +39 +10%
VHAM
3339
Van Hulzen Asset Management
California
$237K -$3.91K -7 -2%
CWM
3340
Cabot Wealth Management
Massachusetts
$237K – – –
KFSC
3341
Keystone Financial Services (Colorado)
Colorado
$236K -$3.91K -7 -2%
PS
3342
Planned Solutions
California
$236K – – –
GWM
3343
Greenwich Wealth Management
Connecticut
$236K +$1.68K +3 +0.7%
NI
3344
NDVR Inc
Massachusetts
$236K +$18.4K +33 +9%
BSTWA
3345
Blake Schutter Theil Wealth Advisors
Ohio
$235K -$13.4K -24 -6%
AIMA
3346
Ables Iannone Moore & Associates
Georgia
$235K – – –
PFM
3347
Patton Fund Management
Texas
$235K – – –
CC
3348
Climber Capital
Switzerland
$233K +$229K +409 New
PW
3349
PUREfi Wealth
Massachusetts
$232K -$316K -565 -58%
SIC
3350
Samalin Investment Counsel
New York
$232K -$19.6K -35 -8%