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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
4601
Swisher Financial Concepts
Ohio
$517K -$156K -1,133 -23%
GWM
4602
Gitterman Wealth Management
New Jersey
$516K +$301K +2,185 +132%
Causeway Capital Management
4603
Causeway Capital Management
California
$516K -$54.2K -393 -9%
CIEP
4604
Constellation Investimentos e Participacoes
Brazil
$516K -$20.7K -150 -4%
SA
4605
Sincerus Advisory
New York
$515K +$529K +3,835 New
GMFG
4606
Greater Midwest Financial Group
Minnesota
$514K +$4.69K +34 +0.9%
PWA
4607
Peterson Wealth Advisors
Utah
$514K +$18.7K +136 +4%
AGA
4608
Arkos Global Advisors
Texas
$513K +$84.2K +611 +19%
NEPPG
4609
New England Professional Planning Group
Rhode Island
$512K +$36.5K +265 +7%
NECFA
4610
New England Capital Financial Advisors
Connecticut
$512K -$15.2K -110 -3%
PWM
4611
PMG Wealth Management
Illinois
$510K +$523K +3,795 New
SFP
4612
SwitchPoint Financial Planning
Utah
$508K +$522K +3,786 New
MFC
4613
Morris Financial Concepts
South Carolina
$508K +$150K +1,087 +40%
FS
4614
Financially Speaking
Colorado
$507K +$521K +3,779 New
BF
4615
Brogan Financial
Tennessee
$507K +$271K +1,965 +109%
OFG
4616
OmniStar Financial Group
North Carolina
$506K -$2.48K -18 -0.5%
FFWM
4617
Future Financial Wealth Management
Ohio
$506K -$71.7K -520 -12%
AWP
4618
Axis Wealth Partners
Rhode Island
$505K +$519K +3,764 New
SG
4619
Straightline Group
Michigan
$505K +$518K +3,758 New
CSC
4620
Caldwell Sutter Capital
California
$504K -$127K -923 -20%
DB
4621
Dravo Bay
Delaware
$503K +$186K +1,351 +56%
LWA
4622
LifeGoal Wealth Advisors
New York
$503K +$516K +3,745 New
MA
4623
McGrath & Associates
North Carolina
$503K +$516K +3,744 New
SFA
4624
Semmax Financial Advisors
North Carolina
$503K +$160K +1,164 +46%
RFG
4625
REAP Financial Group
Texas
$502K -$49.3K -358 -9%