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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2901
Centric Wealth Management
Illinois
$399K -$82.7K -716 -17%
SF
2902
Strategent Financial
Virginia
$399K -$18.6K -161 -5%
GP
2903
Greenline Partners
New York
$399K -$97K -840 -20%
PWM
2904
Platt Wealth Management
California
$398K +$5.89K +51 +2%
HP
2905
Highlander Partners
Texas
$397K
BFG
2906
Bouchey Financial Group
New York
$396K +$151K +1,311 +68%
POIA
2907
Pin Oak Investment Advisors
Texas
$396K -$35.4K -307 -9%
SNBOSCI
2908
Security National Bank of Sioux City Iowa
Iowa
$396K -$13K -113 -3%
AR
2909
Apeiron RIA
Texas
$395K +$4.85K +42 +1%
OA
2910
Oxbow Advisors
Texas
$395K
HI
2911
Human Investing
Oregon
$394K -$109K -943 -22%
VFA
2912
Voya Financial Advisors
Connecticut
$392K -$27.5K -238 -7%
SA
2913
Sovran Advisors
California
$392K -$52.4K -454 -11%
BBA
2914
Braun-Bostich & Associates
Pennsylvania
$391K -$17.7K -153 -4%
TFS
2915
Targeted Financial Services
Florida
$390K
OQS
2916
Occudo Quantitative Strategies
Florida
$389K +$412K +3,567 New
SGWP
2917
Sun Group Wealth Partners
California
$389K +$27.5K +238 +8%
SWIM
2918
Smallwood Wealth Investment Management
New Jersey
$389K
MP
2919
Moment Partners
California
$387K +$57.7K +500 +19%
TCM
2920
TD Capital Management
Tennessee
$386K +$5.31K +46 +1%
NPPM
2921
North Point Portfolio Managers
Ohio
$386K -$69.3K -600 -16%
HC
2922
Hoese & Co
Minnesota
$385K
BI
2923
Bolthouse Investments
California
$385K
IWA
2924
Invera Wealth Advisors
Oregon
$384K +$346 +3 +0.1%
GS
2925
Gagnon Securities
New York
$384K -$77.9K -675 -17%