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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4801
Collaborative Wealth Management
Florida
$875K -$134K -313 -13%
DFA
4802
DHK Financial Advisors
New Hampshire
$871K -$14.5K -34 -2%
BFS
4803
Burrus Financial Services
Utah
$870K +$1.28K +3 +0.1%
E
4804
ETFidea
New York
$866K -$31.6K -74 -4%
LIWM
4805
Long Island Wealth Management
New York
$864K -$38.5K -90 -4%
SA
4806
Stewardship Advisors
Pennsylvania
$861K +$512K +1,197 +149%
CCMT
4807
CMT Capital Markets Trading
Germany
$861K +$577K +1,350 +208%
FFWM
4808
Future Financial Wealth Management
Ohio
$856K +$3.42K +8 +0.4%
OGF
4809
Orin Green Financial
California
$854K
DFG
4810
Dupree Financial Group
Kentucky
$854K +$11.1K +26 +1%
SAM
4811
Sequent Asset Management
Texas
$853K +$10.7K +25 +1%
SMF
4812
Sterling Manor Financial
New York
$852K +$17.5K +41 +2%
BWM
4813
Brickley Wealth Management
California
$852K -$48.3K -113 -5%
PWH
4814
Priebe Wealth Holdings
Minnesota
$851K -$47.9K -112 -5%
DP
4815
Denver PWM
Colorado
$846K -$153K -359 -15%
CI
4816
Ceera Investments
Texas
$844K +$568K +1,329 +210%
BWIA
4817
Bryant Woods Investment Advisors
New York
$835K +$29.9K +70 +4%
AWMNH
4818
Arcadia Wealth Management (New Hampshire)
New Hampshire
$835K +$59K +138 +8%
LAM
4819
LECAP Asset Management
United Kingdom
$833K +$828K +1,936 New
CFG
4820
Copley Financial Group
California
$832K +$826K +1,933 New
IWP
4821
IAG Wealth Partners
Wisconsin
$831K -$3.85K -9 -0.5%
EC
4822
Eaton-Cambridge
Arizona
$830K -$23.1K -54 -3%
EAM
4823
Eschler Asset Management
United Kingdom
$823K -$212K -495 -21%
BMMM
4824
Boston Mountain Money Management
Arkansas
$821K -$25.6K -60 -3%
DFC
4825
DBK Financial Counsel
Ohio
$820K -$1.28K -3 -0.2%