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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1501
Centaurus Financial
California
$1.53M -$99.8K -362 -7%
HA
1502
Herold Advisors
New York
$1.52M +$9.65K +35 +0.7%
BP
1503
BBR Partners
New York
$1.52M -$15.7K -57 -1%
RPCONE
1504
Retirement Planning Company of New England
Rhode Island
$1.52M -$65.6K -238 -5%
CPWA
1505
Cerro Pacific Wealth Advisors
California
$1.52M
ZIC
1506
ZWJ Investment Counsel
Georgia
$1.52M -$76.9K -279 -5%
PMG
1507
ProVise Management Group
Florida
$1.52M -$119K -430 -8%
GAA
1508
Guardian Asset Advisors
Pennsylvania
$1.52M +$251K +912 +22%
MFG
1509
Magnus Financial Group
New York
$1.52M -$9.37K -34 -0.7%
FFA
1510
Founders Financial Alliance
North Carolina
$1.51M -$1.38K -5 -0.1%
PIA
1511
Pinion Investment Advisors
Kansas
$1.51M +$91.2K +331 +7%
BW
1512
Bison Wealth
Georgia
$1.51M -$207K -751 -13%
NAMP
1513
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.51M -$22.1K -80 -2%
SQA
1514
Simon Quick Advisors
New Jersey
$1.51M +$245K +888 +22%
PBF
1515
Petix & Botte Financial
California
$1.51M
VWA
1516
Visionary Wealth Advisors
Illinois
$1.51M -$22.6K -82 -2%
CFCI
1517
Comprehensive Financial Consultants Institutional
Indiana
$1.5M +$12.4K +45 +0.9%
SFS
1518
Security Financial Services
Indiana
$1.5M +$45.2K +164 +3%
NDSI
1519
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M +$276 +1 +0%
AWA
1520
Aaron Wealth Advisors
Illinois
$1.49M +$57.3K +208 +4%
CFMC
1521
Curbstone Financial Management Corp
New Hampshire
$1.49M
PDL
1522
Portfolio Design Labs
California
$1.48M -$2.03M -7,383 -60%
SWA
1523
SFMG Wealth Advisors
Texas
$1.48M -$56.2K -204 -4%
AMBIA
1524
Allen Mooney & Barnes Investment Advisors
Georgia
$1.48M +$2.48K +9 +0.2%
PPWP
1525
Premier Path Wealth Partners
New Jersey
$1.47M -$26.7K -97 -2%