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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
5101
Private Wealth Group
Florida
$350K
VF
5102
Vawter Financial
Ohio
$350K +$49K +116 +17%
PWM
5103
Pacific Wealth Management
California
$350K +$845 +2 +0.3%
SF
5104
SWP Financial
California
$350K -$7.6K -18 -2%
MWM
5105
Maltin Wealth Management
New Jersey
$349K -$8.02K -19 -2%
MWP
5106
MYCIO Wealth Partners
Pennsylvania
$348K
LJCM
5107
Lee Johnson Capital Management
Texas
$347K
BWM
5108
Buska Wealth Management
Wisconsin
$347K -$19K -45 -5%
PFA
5109
Peak Financial Advisors
Colorado
$347K -$3.09M -7,325 -90%
BCM
5110
Beddow Capital Management
Wyoming
$346K
DP
5111
Divergent Planning
Maryland
$344K
PGF
5112
Plan Group Financial
Oklahoma
$344K +$66.3K +157 +26%
HF
5113
Halpern Financial
Virginia
$342K -$20.7K -49 -6%
JGC
5114
J. Goldman & Co
New York
$341K -$19.9M -47,088 -98%
KC
5115
Kinloch Capital
Virginia
$341K +$322K +762 New
NFP
5116
NorthLanding Financial Partners
New York
$340K
EL
5117
EQ LLC
Washington
$338K
PHM
5118
Prospect Hill Management
New Jersey
$335K
FIA
5119
FPC Investment Advisory
California
$335K
SC
5120
Skylands Capital
Wisconsin
$333K
MWA
5121
Mills Wealth Advisors
Texas
$332K -$49.4K -117 -14%
RHJA
5122
Rice Hall James & Associates
California
$332K -$10.1K -24 -3%
NEPPG
5123
New England Professional Planning Group
Rhode Island
$330K -$17.3K -41 -5%
PWM
5124
Praetorian Wealth Management
California
$328K +$310K +734 New
HWA
5125
Hillcrest Wealth Advisors
New Jersey
$325K -$32.1K -76 -9%