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Name Holding Trade Value Shares
Change
Change in
Stake
GP
1726
Greenline Partners
New York
$416K -$51.6K -345 -12%
CAM
1727
Cozad Asset Management
Illinois
$416K +$28.9K +193 +8%
BWA
1728
Burt Wealth Advisors
Maryland
$415K – – –
BW
1729
Bison Wealth
Georgia
$414K -$16.3K -109 -4%
PRWA
1730
Platte River Wealth Advisors
Colorado
$414K +$379K +2,530 New
FPCP
1731
Fort Point Capital Partners
California
$412K +$5.09K +34 +1%
VWA
1732
V Wealth Advisors
Kansas
$412K +$18.9K +126 +5%
OIA
1733
Optimum Investment Advisors
Illinois
$411K – – –
PGAM
1734
Princeton Global Asset Management
New Jersey
$411K – – –
RWA
1735
Redhawk Wealth Advisors
Minnesota
$409K -$8.83K -59 -2%
NFC
1736
Northeast Financial Consultants
Connecticut
$409K – – –
PGWM
1737
Parisi Gray Wealth Management
New Jersey
$409K +$2.4K +16 +0.6%
RZH
1738
Relyea Zuckerberg Hanson
Connecticut
$407K -$166K -1,109 -31%
HVP
1739
Hudson Value Partners
Florida
$407K – – –
IAMOG
1740
Investors Asset Management of Georgia
Georgia
$406K – – –
MA
1741
MCF Advisors
Kentucky
$404K +$4.94K +33 +1%
BONST
1742
Bank of Nova Scotia Trust
Ontario, Canada
$404K +$376K +2,510 New
APW
1743
Aurora Private Wealth
New Jersey
$403K -$131K -875 -26%
SQA
1744
Simon Quick Advisors
New Jersey
$403K -$77.4K -517 -17%
FSA
1745
Fort Sheridan Advisors
Illinois
$400K – – –
WDG
1746
Wealth Dimensions Group
Ohio
$400K – – –
KPW
1747
Kore Private Wealth
New York
$399K -$24.1K -161 -6%
PFA
1748
Pathway Financial Advisors
Vermont
$398K – – –
BCP
1749
Blue Chip Partners
Michigan
$397K +$64.8K +433 +21%
LL
1750
LPWM LLC
Minnesota
$395K +$4.64K +31 +1%