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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
3151
Clare Market Investments
Texas
$327K -$21.7K -185 -7%
MGWM
3152
Marks Group Wealth Management
Minnesota
$327K – – –
WW
3153
Waterfront Wealth
Kansas
$327K +$71K +607 +30%
OKSA
3154
O'Keefe Stevens Advisory
New York
$327K – – –
SCG
3155
Sonata Capital Group
Washington
$326K -$33.7K -288 -10%
VFG
3156
V2 Financial group
Illinois
$326K +$84.5K +722 +40%
FFA
3157
Fortune Financial Advisors
Kansas
$326K – – –
GP
3158
Guardian Partners
Canada
$325K -$1.21M -10,352 -80%
AA
3159
Acorns Advisers
California
$325K +$5.62K +48 +2%
RFS
3160
Richardson Financial Services
Massachusetts
$325K +$32.5K +278 +12%
AM
3161
Atwater Malick
Pennsylvania
$325K +$82.4K +704 +39%
TFP
3162
Triune Financial Partners
Kansas
$325K +$4.92K +42 +2%
RC
3163
Reik & Co
New York
$324K -$45.9K -392 -13%
MWPCG
3164
Measured Wealth Private Client Group
New Hampshire
$324K – – –
OCM
3165
Osterweis Capital Management
California
$323K -$196K -1,672 -40%
Pzena Investment Management
3166
Pzena Investment Management
New York
$323K – – –
SA
3167
Sonoma Allocations
California
$323K +$298K +2,548 New
JESC
3168
J.E. Simmons & Co
Texas
$322K -$2.46K -21 -0.8%
BWA
3169
BlueChip Wealth Advisors
Georgia
$321K – – –
III
3170
Independent Investors Inc
New York
$321K – – –
WP
3171
Waycross Partners
Kentucky
$321K – – –
QWM
3172
Quaker Wealth Management
New Jersey
$321K +$16.5K +141 +6%
HCM
3173
Harvey Capital Management
Florida
$321K -$351 -3 -0.1%
SWASL
3174
Spartan Wealth Advisory Services LLC
Michigan
$321K -$7.84K -67 -3%
FA
3175
FSA Advisors
Michigan
$321K +$46.8K +400 +19%