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Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
2226
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.2M -$709K -3,808 -6%
NPF
2227
Norris Perne & French
Michigan
$12.2M +$9.03M +48,523 +290%
PWM
2228
Pines Wealth Management
North Carolina
$12.1M -$273K -1,466 -2%
I
2229
INVST
Indiana
$12.1M -$170K -915 -1%
DRD
2230
Dennis R. Delaney
$12.1M -$470K -2,525 -4%
MC
2231
Mathes Company
New York
$12.1M -$104K -559 -0.9%
PWAM
2232
Park West Asset Management
California
$12.1M +$12.1M +65,000 New
FFO
2233
Fiduciary Family Office
Florida
$12.1M +$75.4K +405 +0.6%
TWP
2234
Tempus Wealth Planning
California
$12.1M +$8.38K +45 +0.1%
OE
2235
October Effect
Virginia
$12.1M -$8.56K -46 -0.1%
CWM
2236
Centurion Wealth Management
Virginia
$12.1M +$159K +855 +1%
MIM
2237
Merrion Investment Management
New Jersey
$12.1M -$171K -920 -1%
MWM
2238
Maridea Wealth Management
New York
$12.1M -$1.34M -7,210 -10%
ACA
2239
Arsenal Capital Advisors
Pennsylvania
$12.1M +$12.1M +64,844 New
EIA
2240
Eastover Investment Advisors
North Carolina
$12.1M -$784K -4,211 -6%
AA
2241
ALPS Advisors
Colorado
$12M +$23.3K +125 +0.2%
LB
2242
Legacy Bridge
Iowa
$12M +$524K +2,816 +5%
CCM
2243
Consolidated Capital Management
California
$12M +$5.09M +27,333 +74%
RFA
2244
ROI Financial Advisors
Oregon
$12M -$738K -3,964 -6%
FMN
2245
Financial Management Network
California
$12M -$205K -1,101 -2%
SFWC
2246
Strategic Family Wealth Counselors
New Jersey
$12M +$5.87M +31,552 +88%
KA
2247
Klingman & Associates
New York
$12M +$563K +3,025 +5%
UWP
2248
Uniting Wealth Partners
Kansas
$12M -$615K -3,302 -5%
SWM
2249
Shepherd Wealth Management
Ohio
$12M -$3.07M -16,515 -20%
CPA
2250
Cardiff Park Advisors
California
$12M -$74.1K -398 -0.6%