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Name Holding Trade Value Shares
Change
Change in
Stake
GM
926
GeoWealth Management
Illinois
$272K -$29.9K -399 -9%
AFP
927
Ausdal Financial Partners
Iowa
$271K -$33.2K -444 -10%
NG
928
Novem Group
New York
$270K -$14.7K -197 -5%
SWM
929
Sandro Wealth Management
New Jersey
$269K +$29.6K +396 +12%
WI
930
Westbourne Investments
Virginia
$268K +$75 +1 +0%
DWM
931
Drive Wealth Management
Utah
$268K -$133K -1,779 -32%
SIM
932
Stratos Investment Management
Ohio
$268K -$13K -173 -4%
FIA
933
Foundations Investment Advisors
Arizona
$268K +$1.5K +20 +0.5%
EM
934
Excalibur Management
Massachusetts
$267K +$4.49K +60 +2%
AWM
935
Allen Wealth Management
North Carolina
$266K -$14.8K -198 -5%
FAN
936
Financial Advisors Network
California
$266K +$282K +3,764 New
SACTSONJ
937
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$265K -$768K -10,253 -73%
RFG
938
REAP Financial Group
Texas
$263K +$33K +441 +13%
TWP
939
Tempus Wealth Planning
California
$263K -$2.92K -39 -1%
CHJWM
940
Carlton Hofferkamp & Jenks Wealth Management
Texas
$263K -$74.9K -1,000 -23%
FTC
941
Farmers Trust Company
Ohio
$262K +$3.52K +47 +1%
GWAG
942
Garrett Wealth Advisory Group
Texas
$261K +$49.4K +660 +22%
IAS
943
Insigneo Advisory Services
Florida
$261K +$524 +7 +0.2%
CIA
944
Choate Investment Advisors
Massachusetts
$261K -$6.96K -93 -2%
CSIC
945
Clifford Swan Investment Counsel
California
$260K
IGAM
946
iA Global Asset Management
Quebec, Canada
$260K
WAL
947
W Advisors LLC
Tennessee
$260K +$1.27K +17 +0.5%
ICP
948
Interchange Capital Partners
Pennsylvania
$259K -$127K -1,690 -34%
CFB
949
Cullen/Frost Bankers
Texas
$257K +$39.6K +529 +17%
B
950
Bailard
California
$254K -$266K -3,553 -50%