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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2951
AllSquare Wealth Management
New York
$333K -$41.1K -399 -11%
SGCA
2952
Steel Grove Capital Advisors
Tennessee
$333K -$268K -2,595 -44%
PWMG
2953
Private Wealth Management Group
New Jersey
$333K +$44.8K +435 +15%
WCG
2954
Weaver Consulting Group
California
$332K
CAWM
2955
Capital Advisors Wealth Management
Washington
$332K -$15.8K -153 -4%
AGC
2956
Aspen Grove Capital
Colorado
$331K -$43.8K -425 -11%
AWA
2957
Alta Wealth Advisors
Massachusetts
$331K +$343K +3,327 New
MGWM
2958
Marks Group Wealth Management
Minnesota
$331K
MCG
2959
McCollum Christoferson Group
New York
$331K
S
2960
Sunpointe
Missouri
$331K -$135K -1,314 -28%
LSWP
2961
Liberty Square Wealth Partners
Pennsylvania
$329K +$408K +3,961 New
CCP
2962
Carmel Capital Partners
California
$329K -$11K -107 -3%
PIP
2963
Peachtree Investment Partners
Florida
$329K -$33.6K -326 -9%
AWA
2964
AGH Wealth Advisors
Kansas
$328K +$340K +3,302 New
HP
2965
Highlander Partners
Texas
$328K
DBIA
2966
Dumont & Blake Investment Advisors
New Jersey
$328K +$6.29K +61 +2%
FFA
2967
Fi3 Financial Advisors
Indiana
$327K +$24K +233 +8%
GC
2968
Gibson Capital
Pennsylvania
$327K +$928 +9 +0.3%
FGWP
2969
Founders Grove Wealth Partners
Virginia
$327K +$339K +3,287 New
EAM
2970
Evanson Asset Management
California
$327K -$114K -1,107 -25%
BA
2971
Ballew Advisors
Mississippi
$327K +$8.45K +82 +3%
AF
2972
AGP Franklin
Tennessee
$327K +$338K +3,283 New
EC
2973
EdgeRock Capital
Colorado
$326K -$25.6K -248 -7%
FPL
2974
Fortress Private Ledger
North Carolina
$326K +$338K +3,278 New
NFSG
2975
Newbridge Financial Services Group
Florida
$326K -$76.4K -741 -18%