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Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
3226
New Jersey Better Educational Savings Trust
New Jersey
$1.72M -$1.85M -18,277 -57%
SLA
3227
Silver Lake Advisory
Utah
$1.72M -$303 -3 -0%
RFA
3228
Register Financial Advisors
Georgia
$1.71M +$22K +218 +2%
AWM
3229
Altus Wealth Management
Kentucky
$1.71M +$48.8K +483 +4%
CWA
3230
CM Wealth Advisors
Ohio
$1.71M -$1.17M -11,580 -46%
PWM
3231
Partnership Wealth Management
Maryland
$1.71M +$1.37M +13,519 +4,506%
FBC
3232
Fairfield, Bush & Co
Connecticut
$1.71M -$6.57K -65 -0.5%
SW
3233
Solidarity Wealth
Utah
$1.71M +$9.1K +90 +0.7%
DF
3234
Donoghue Forlines
Massachusetts
$1.7M -$624K -6,174 -31%
CFS
3235
Coordinated Financial Services
Colorado
$1.7M +$177K +1,751 +15%
SMG
3236
Smart Money Group
Texas
$1.7M -$13.1K -130 -0.9%
NI
3237
NDVR Inc
Massachusetts
$1.69M -$18.1K -179 -1%
GFP
3238
Guardian Financial Partners
California
$1.69M -$20.1K -199 -1%
FIA
3239
FNY Investment Advisers
New York
$1.69M -$2.47M -24,410 -64%
DA
3240
DCM Advisors
New York
$1.69M -$398K -3,936 -22%
SNBOSD
3241
Security National Bank of So Dak
Iowa
$1.69M -$86.6K -857 -6%
PAWA
3242
Palo Alto Wealth Advisors
California
$1.69M +$202 +2 +0%
GIM
3243
Groesbeck Investment Management
New Jersey
$1.69M -$92K -910 -6%
CASB
3244
Cape Ann Savings Bank
Massachusetts
$1.69M +$698K +6,900 +102%
ELM
3245
Elite Life Management
Florida
$1.68M +$74.5K +737 +6%
BFWM
3246
Bright Futures Wealth Management
New York
$1.68M -$14.1M -139,869 -90%
PFM
3247
Phillips Financial Management
Indiana
$1.68M +$453K +4,480 +49%
AWM
3248
Austin Wealth Management
Texas
$1.67M +$149K +1,475 +13%
SF
3249
Safeguard Financial
Wisconsin
$1.67M +$526K +5,203 +62%
SAG
3250
Spotlight Asset Group
Illinois
$1.67M +$49.5K +490 +4%