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Name Holding Trade Value Shares
Change
Change in
Stake
SA
1501
Syntax Advisors
New York
$268K +$20.5K +620 +9%
VCG
1502
Vantage Consulting Group
Virginia
$268K +$20.5K +620 +9%
SWIM
1503
Smallwood Wealth Investment Management
New Jersey
$268K -$12.2K -370 -5%
HWM
1504
Howard Wealth Management
Connecticut
$268K – – –
VF
1505
Virtu Financial
New York
$268K -$3.8M -114,750 -94%
PVH
1506
Psagot Value Holdings
Israel
$268K -$45.3K -1,370 -15%
NFSG
1507
Newbridge Financial Services Group
Florida
$267K -$4.96K -150 -2%
AFP
1508
Alpha Financial Partners
Kentucky
$267K +$256K +7,730 New
DP
1509
DDD Partners
Washington
$266K – – –
TP
1510
Tranquility Partners
Tennessee
$266K – – –
BCMLT
1511
Beacon Capital Management LLC (Tennessee)
Tennessee
$266K -$3.97K -120 -2%
EA
1512
Emerald Advisors
Washington
$264K – – –
WJA
1513
Willis Johnson & Associates
Texas
$264K -$20.2K -610 -7%
FFA
1514
Fi3 Financial Advisors
Indiana
$263K +$331 +10 +0.1%
BMD
1515
Better Money Decisions
New Mexico
$263K +$16.5K +500 +7%
AUB
1516
Atlantic Union Bankshares
Virginia
$263K +$252K +7,600 New
PWMG
1517
Prestige Wealth Management Group
New Jersey
$262K -$331 -10 -0.1%
OWA
1518
Octavia Wealth Advisors
Ohio
$262K -$8.27K -250 -3%
CCA
1519
Childress Capital Advisors
Texas
$260K -$507K -15,310 -67%
PA
1520
Parkside Advisors
California
$260K – – –
PAA
1521
Peregrine Asset Advisers
Oregon
$259K -$33.1K -1,000 -12%
RFN
1522
Redwood Financial Network
Ohio
$259K -$662 -20 -0.3%
RBCM
1523
Raub Brock Capital Management
California
$259K – – –
GTAM
1524
Global Trust Asset Management
Florida
$258K -$49.6K -1,500 -17%
WGAM
1525
Wilkinson Global Asset Management
New York
$258K – – –