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Name Holding Trade Value Shares
Change
Change in
Stake
PP
4676
PFS Partners
New Jersey
$616K -$2.52K -20 -0.5%
DF
4677
Define Financial
California
$616K -$27.7K -220 -5%
PA
4678
Prism Advisors
California
$616K +$14.1K +112 +3%
WAM
4679
Wernau Asset Management
Massachusetts
$615K -$113K -895 -19%
PRRFG
4680
Paul R. Ried Financial Group
Washington
$615K +$8.56K +68 +2%
SFA
4681
Seneca Financial Advisors
New York
$614K – – –
SHA
4682
Seneca House Advisors
Virginia
$610K +$202K +1,609 +71%
CFP
4683
Cypress Financial Planning
New Jersey
$610K +$16.7K +133 +4%
BFA
4684
Brown Financial Advisory
Alabama
$608K +$132K +1,052 +38%
CC
4685
Capstone Capital
Nevada
$606K +$18K +143 +4%
SCM
4686
Sterneck Capital Management
Missouri
$606K +$16.4K +130 +4%
LAMNM
4687
Longview Asset Management (New Mexico)
New Mexico
$605K +$56.8K +451 +13%
PPW
4688
Presilium Private Wealth
Pennsylvania
$604K +$62.7K +498 +15%
DFG
4689
Dynamic Financial Group
Iowa
$602K +$12.6K +100 +3%
SIMC
4690
Squire Investment Management Company
Utah
$599K +$167K +1,330 +54%
FF
4691
Farnam Financial
Arizona
$599K -$163K -1,299 -26%
LWMNY
4692
Landmark Wealth Management (New York)
New York
$597K -$22.9K -182 -5%
HFO
4693
Heritage Family Offices
Arizona
$596K – – –
HC
4694
Hurley Capital
New York
$596K -$49K -389 -9%
SFS
4695
Searcy Financial Services
Kansas
$596K – – –
IWM
4696
IMG Wealth Management
Florida
$595K +$212K +1,682 +81%
CC
4697
Capital Counsel
New York
$595K -$30.2K -240 -6%
CI
4698
Ceera Investments
Texas
$594K -$18.9K -150 -4%
VBFG
4699
Vishria Bird Financial Group
Tennessee
$592K -$126 -1 -0%
CSC
4700
Caldwell Sutter Capital
California
$591K +$12.1K +96 +3%