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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2501
Selective Wealth Management
Virginia
$204K +$25.3K +340 +15%
NEWAS
2502
N.E.W. Advisory Services
Wisconsin
$204K +$194K +2,612 New
Voloridge Investment Management
2503
Voloridge Investment Management
Florida
$203K -$3.55M -47,683 -95%
OPCM
2504
Osborne Partners Capital Management
California
$203K -$47.7K -641 -20%
SIM
2505
Sadoff Investment Management
Wisconsin
$202K -$95K -1,277 -33%
CCM
2506
Carderock Capital Management
Maryland
$202K -$36.6K -492 -16%
NG
2507
NWK Group
California
$202K -$9.3K -125 -5%
NWM
2508
Northwest Wealth Management
Iowa
$201K +$192K +2,579 New
PAM
2509
PVG Asset Management
Colorado
$201K -$477K -6,413 -71%
HBT
2510
Hills Bank & Trust
Iowa
$199K -$226K -3,032 -54%
SPWG
2511
Sage Private Wealth Group
Illinois
$199K -$4.31K -58 -2%
GWSG
2512
GPS Wealth Strategies Group
Colorado
$197K +$4.69K +63 +3%
KFP
2513
KB Financial Partners
New Jersey
$196K -$23.1K -310 -11%
CAM
2514
ClariVest Asset Management
California
$196K -$9K -121 -5%
WWMSC
2515
Wagner Wealth Management (South Carolina)
South Carolina
$196K -$2.16K -29 -1%
LWA
2516
Lowe Wealth Advisors
Maryland
$196K +$149K +2,002 +391%
IRAG
2517
Investment Research & Advisory Group
Georgia
$195K -$5.73K -77 -3%
AFS
2518
Annapolis Financial Services
Maryland
$187K -$8.55K -115 -5%
POIA
2519
Pin Oak Investment Advisors
Texas
$184K -$8.48K -114 -5%
IWP
2520
IAG Wealth Partners
Wisconsin
$182K -$8.33K -112 -5%
MIFH
2521
Migdal Insurance & Financial Holdings
Israel
$177K +$170K +2,285 New
SA
2522
SRH Advisors
Kansas
$176K -$8.11K -109 -5%
JWM
2523
Janiczek Wealth Management
Colorado
$173K -$22.3K -300 -12%
HFS
2524
HBC Financial Services
Washington
$172K -$6.47K -87 -4%
EWA
2525
Evolution Wealth Advisors
Florida
$170K -$16.5K -222 -9%