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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
2276
Elwood & Goetz Wealth Advisory Group
Georgia
$220K
DS
2277
DRW Securities
Illinois
$219K -$17.1K -49 -7%
SAS
2278
Stelac Advisory Services
New York
$219K -$3.84K -11 -2%
SC
2279
Shay Capital
New York
$217K -$81.3K -233 -28%
SIAG
2280
Safeguard Investment Advisory Group
California
$217K -$7.68K -22 -3%
CA
2281
Crewe Advisors
Utah
$217K +$7.68K +22 +4%
WPA
2282
West Paces Advisors
Georgia
$216K +$54.1K +155 +34%
HCM
2283
Heathbridge Capital Management
Ontario, Canada
$214K
KPWG
2284
KFA Private Wealth Group
Virginia
$214K +$10.1K +29 +5%
NAMM
2285
NorthStar Asset Management (Massachusetts)
Massachusetts
$214K +$209K +600 New
CCFM
2286
Clear Creek Financial Management
Washington
$213K -$127K -363 -40%
SP
2287
Successful Portfolios
Florida
$213K
PWMG
2288
Prestige Wealth Management Group
New Jersey
$212K
LB
2289
Legacy Bridge
Iowa
$212K +$69.8K +200 +51%
LWP
2290
Legacy Wealth Planning
Nevada
$211K
SWP
2291
Strategic Wealth Partners
Ohio
$211K
PD
2292
Planning Directions
Pennsylvania
$211K +$349 +1 +0.2%
BDF
2293
Black Diamond Financial
Maryland
$210K
AAS
2294
Annex Advisory Services
Wisconsin
$210K +$206K +590 New
MS
2295
Maven Securities
Jersey
$208K -$320K -918 -61%
CPIA
2296
Cornell Pochily Investment Advisors
New York
$208K
PFA
2297
Pure Financial Advisors
California
$208K +$4.88K +14 +2%
CAWM
2298
Capital Advisors Wealth Management
Washington
$208K +$203K +583 New
GSEP
2299
Golden State Equity Partners
California
$206K -$32.8K -94 -14%
RG
2300
Retirement Group
California
$205K -$87.9K -252 -30%