Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
2351
Sanchez Wealth Management Group
Florida
$230K +$185K +11,520 New
AWM
2352
Activest Wealth Management
Florida
$229K -$266K -16,600 -59%
CB
2353
Community Bank
New York
$228K – – –
CFSG
2354
Clark Financial Services Group
Missouri
$227K +$182K +11,360 New
CIP
2355
Capital Insight Partners
Arizona
$226K +$181K +11,280 New
FAG
2356
Financial Advisory Group
Texas
$226K +$181K +11,280 New
CWA
2357
Clarus Wealth Advisors
Arizona
$225K +$176K +10,960 New
JAWM
2358
J. Arnold Wealth Management
Ohio
$224K +$180K +11,200 New
EARNEST Partners
2359
EARNEST Partners
Georgia
$223K – – –
KFA
2360
Kelleher Financial Advisors
New York
$223K +$179K +11,160 New
CS
2361
Cannell & Spears
New York
$222K -$289K -18,040 -62%
FFA
2362
Freedman Financial Associates
Massachusetts
$221K – – –
EA
2363
Emerald Advisors
Washington
$220K +$176K +11,000 New
EL
2364
EMFO LLC
Florida
$220K +$176K +11,000 New
OLA
2365
Oliver Luxxe Assets
New Jersey
$220K +$176K +11,000 New
WWMSC
2366
Wagner Wealth Management (South Carolina)
South Carolina
$219K – – –
GIA
2367
GHP Investment Advisors
Colorado
$219K +$176K +10,960 New
RIM
2368
Regent Investment Management
Kentucky
$219K +$176K +10,960 New
RWA
2369
RGT Wealth Advisors
Texas
$219K +$176K +10,960 New
BMCM
2370
Burns Matteson Capital Management
New York
$218K +$175K +10,920 New
LWM
2371
Liberty Wealth Management
California
$218K -$29.5K -1,840 -14%
SFA
2372
Source Financial Advisors
New York
$218K +$174K +10,880 New
SIA
2373
Strategic Investment Advisors
Michigan
$218K +$174K +10,880 New
CCMD
2374
Cypress Capital Management (Delaware)
Delaware
$218K +$175K +10,920 New
PAM
2375
Private Asset Management
California
$216K -$349K -21,800 -67%