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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1501
Legacy Advisors
Pennsylvania
$345K +$28.9K +197 +9%
PTP
1502
Platform Technology Partners
New York
$342K -$41.4K -282 -11%
MW
1503
Marcum Wealth
Ohio
$341K +$19.2K +131 +6%
LAM
1504
L2 Asset Management
Massachusetts
$340K +$29.7K +202 +10%
TFA
1505
Transamerica Financial Advisors
Florida
$340K -$8.96K -61 -3%
HWA
1506
Heritage Wealth Advisors
Virginia
$340K – – –
BAAM
1507
Baker Avenue Asset Management
California
$339K -$125K -850 -27%
RW
1508
Rede Wealth
Virginia
$338K – – –
CFS
1509
Commonwealth Financial Services
West Virginia
$338K -$21.9K -149 -6%
BMM
1510
Buffington Mohr McNeal
Idaho
$338K – – –
CIA
1511
Cladis Investment Advisory
Montana
$338K – – –
NDSI
1512
Newman Dignan & Sheerar Inc
Rhode Island
$337K +$147 +1 +0%
LFA
1513
Laraway Financial Advisors
Minnesota
$336K +$147 +1 +0%
WWP
1514
Wise Wealth Partners
Arizona
$335K +$1.62K +11 +0.5%
RWM
1515
RKL Wealth Management
Pennsylvania
$335K +$335K +2,279 New
GIA
1516
GHP Investment Advisors
Colorado
$335K +$29.4K +200 +10%
PFA
1517
Plotkin Financial Advisors
Maryland
$335K – – –
M
1518
MOTCO
Texas
$334K +$13.7K +93 +4%
BCM
1519
Boltwood Capital Management
California
$333K -$16.2K -110 -5%
KAS
1520
KPP Advisory Services
Kentucky
$331K +$18.1K +123 +6%
MA
1521
Modus Advisors
Minnesota
$331K +$2.5K +17 +0.8%
MGIA
1522
Matthew Goff Investment Advisor
Texas
$330K -$38.2K -260 -10%
LL
1523
LPWM LLC
Minnesota
$328K +$39.4K +268 +14%
BCA
1524
Bay Colony Advisors
Massachusetts
$328K -$12.3K -84 -4%
FNT
1525
First Nebraska Trust
Nebraska
$327K – – –