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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2976
Barrett & Company
Rhode Island
$195K +$1.75K +6 +0.9%
FMP
2977
Financial Management Professionals
Texas
$191K -$13.1K -45 -6%
PA
2978
Pineridge Advisors
Missouri
$191K -$6.11K -21 -3%
PWMG
2979
Private Wealth Management Group
New Jersey
$189K -$291 -1 -0.1%
AI
2980
Axiom Investors
Connecticut
$189K -$163K -560 -46%
AIM
2981
Access Investment Management
Georgia
$188K
SGC
2982
Slocum, Gordon & Co
Rhode Island
$182K -$29.1K -100 -13%
RFG
2983
RFP Financial Group
Georgia
$175K -$61.1K -210 -25%
AA
2984
AlphaCentric Advisors
Puerto Rico
$175K -$16K -55 -8%
WIM
2985
Westside Investment Management
California
$173K
CWC
2986
Carolinas Wealth Consulting
North Carolina
$172K -$5.82M -19,999 -97%
OP
2987
ORG Partners
Indiana
$170K -$1.29M -4,439 -88%
HWA
2988
HHM Wealth Advisors
Tennessee
$169K +$10.5K +36 +6%
GPFA
2989
Game Plan Financial Advisors
Ohio
$169K -$324K -1,113 -65%
EL
2990
EMFO LLC
Florida
$168K
VF
2991
VitalStone Financial
Texas
$167K +$36.4K +125 +27%
TFGT
2992
TS Financial Group (TSFG)
Illinois
$165K
FGA
2993
Fortis Group Advisors
New Jersey
$164K -$441K -1,518 -72%
TFIPS
2994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$164K +$20.4K +70 +14%
SWM
2995
Sugarloaf Wealth Management
Georgia
$163K +$291 +1 +0.2%
BHWM
2996
Beaird Harris Wealth Management
Texas
$161K +$291 +1 +0.2%
CWM
2997
CarsonAllaria Wealth Management
Illinois
$156K +$121K +417 +304%
BWP
2998
Baldwin Wealth Partners
Massachusetts
$155K -$506K -1,739 -76%
CIAS
2999
CBIZ Investment Advisory Services
Ohio
$149K +$154K +529 New
BAM
3000
Bellevue Asset Management
Washington
$147K