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Name Holding Trade Value Shares
Change
Change in
Stake
G
1701
GenTrust
Florida
$438K
HWA
1702
HHM Wealth Advisors
Tennessee
$437K
OPW
1703
Oxler Private Wealth
New York
$437K
PFA
1704
Paradigm Financial Advisors
Missouri
$437K +$48.1K +295 +11%
KW
1705
KWB Wealth
California
$437K +$49.2K +302 +11%
CRCM
1706
Corbett Road Capital Management
Virginia
$436K -$13.4K -82 -3%
NP
1707
Ninepoint Partners
Ontario, Canada
$436K +$489K +2,999 New
PVH
1708
Psagot Value Holdings
Israel
$434K
MGAM
1709
McGowan Group Asset Management
Texas
$432K
CIG
1710
Cairn Investment Group
Washington
$430K
AP
1711
Appleton Partners
Massachusetts
$429K +$6.52K +40 +1%
GIP
1712
Greatmark Investment Partners
Georgia
$428K
SWA
1713
SFMG Wealth Advisors
Texas
$424K -$4.73K -29 -1%
CSPIA
1714
Cary Street Partners Investment Advisory
Virginia
$423K -$26.3K -161 -5%
WIC
1715
Whitegate Investment Counselors
New Hampshire
$423K +$3.91K +24 +0.8%
BMWM
1716
Brown Miller Wealth Management
Virginia
$422K +$70.4K +432 +17%
AAP
1717
Arax Advisory Partners
Colorado
$421K -$15K -92 -3%
Group One Trading
1718
Group One Trading
Illinois
$420K -$18.2M -111,767 -97%
TSW
1719
Thompson Siegel & Walmsley
Virginia
$420K -$17.9K -110 -4%
ACP
1720
Aviance Capital Partners
Florida
$420K -$9.62K -59 -2%
IFG
1721
Independent Financial Group
California
$419K -$78.3K -480 -14%
ONST
1722
Old North State Trust
North Carolina
$416K +$19.6K +120 +4%
EL
1723
Essex LLC
Illinois
$416K +$467K +2,866 New
CFO
1724
Collective Family Office
Pennsylvania
$414K -$13.2K -81 -3%
SFPG
1725
Stonebridge Financial Planning Group
Florida
$414K