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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2926
Paces Ferry Wealth Advisors
Georgia
$343K -$66.7K -647 -16%
RPGNY
2927
Retirement Planning Group (New York)
New York
$342K +$355K +3,443 New
RS
2928
Rakuten Securities
Japan
$342K +$259K +2,517 +273%
LWM
2929
Liberty Wealth Management
California
$342K -$5.26K -51 -1%
PCG
2930
PFC Capital Group
California
$342K -$23.2K -225 -6%
SC
2931
Saiph Capital
New Jersey
$342K +$71.9K +697 +25%
VFP
2932
Verus Financial Partners
Virginia
$342K -$7.32K -71 -2%
SW
2933
SkyOak Wealth
Michigan
$341K +$9.69K +94 +3%
MWM
2934
MBE Wealth Management
Wisconsin
$341K -$6.5K -63 -2%
SWG
2935
Summit Wealth Group
Vermont
$340K -$5.46K -53 -2%
EGWAG
2936
Elwood & Goetz Wealth Advisory Group
Georgia
$339K +$825 +8 +0.2%
IIA
2937
Integral Investment Advisors
California
$339K -$8.14K -79 -2%
OCPWS
2938
One Charles Private Wealth Services
Massachusetts
$338K -$722 -7 -0.2%
HFA
2939
High Falls Advisors
New York
$338K -$49.1K -476 -12%
AIA
2940
Angeles Investment Advisors
California
$338K -$51.2K -497 -13%
DBRC
2941
D.B. Root & Company
Pennsylvania
$338K +$38.5K +373 +12%
EMB
2942
Elefante Mark B
$338K +$350K +3,393 New
LFA
2943
Laraway Financial Advisors
Minnesota
$337K
OWA
2944
ORBA Wealth Advisors
Illinois
$337K -$3.09K -30 -0.9%
AA
2945
Alpha Advisors
Virginia
$337K +$349K +3,390 New
VP
2946
Verum Partners
North Carolina
$337K +$928 +9 +0.3%
CWM
2947
Centurion Wealth Management
Virginia
$337K -$65K -630 -16%
BFS
2948
Beacon Financial Strategies
North Carolina
$337K +$206 +2 +0.1%
GA
2949
Goldstein Advisors
Wisconsin
$335K +$8.87K +86 +3%
EHWM
2950
Eads & Heald Wealth Management
Georgia
$335K -$37.6K -365 -10%