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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
2851
Fortem Financial Group
California
$368K -$27.5K -267 -7%
GWA
2852
Genesis Wealth Advisors
Massachusetts
$368K +$381K +3,697 New
JF
2853
Joule Financial
Kentucky
$368K -$12.2K -118 -3%
AA
2854
Aire Advisors
California
$368K -$54.3K -527 -12%
JEST
2855
JTC Employer Solutions Trustee
Jersey
$367K +$142K +1,380 +59%
TIM
2856
Tortoise Investment Management
New York
$366K
MWA
2857
Muirfield Wealth Advisors
North Carolina
$366K +$2.68K +26 +0.7%
PCMM
2858
Piedmont Capital Management (Montana)
Montana
$366K
CFS
2859
Cannon Financial Strategists
Georgia
$366K -$24.5K -238 -6%
SA
2860
Sovran Advisors
California
$365K +$378K +3,668 New
PWM
2861
Palumbo Wealth Management
New York
$365K +$2.27K +22 +0.6%
IIM
2862
Ironwood Investment Management
Massachusetts
$365K
PRTG
2863
Post Resch Tallon Group
New York
$365K +$379K +3,679 New
TKP
2864
Tallon Kerry Patrick
$365K +$379K +3,679 New
FZCM
2865
Flynn Zito Capital Management
New York
$364K -$104K -1,007 -22%
CWA
2866
Clearview Wealth Advisors
Oregon
$363K -$2.99K -29 -0.8%
MAG
2867
MRA Advisory Group
New Jersey
$363K +$9.38K +91 +3%
GPWM
2868
Grant Private Wealth Management
California
$363K +$376K +3,647 New
BAM
2869
Broyhill Asset Management
North Carolina
$362K +$375K +3,642 New
GCM
2870
Greenland Capital Management
New York
$362K +$375K +3,641 New
CWS
2871
Cypress Wealth Services
California
$362K +$11.4K +111 +3%
RIM
2872
Redwood Investment Management
Arizona
$362K +$11.3K +110 +3%
KCM
2873
KRS Capital Management
Michigan
$362K -$92.1K -893 -20%
PP
2874
PFS Partners
New Jersey
$362K -$2.89K -28 -0.8%
HGERS
2875
Householder Group Estate & Retirement Specialist
Arizona
$361K -$476K -4,613 -56%