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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2426
N.E.W. Advisory Services
Wisconsin
$288K +$359K +19,010 New
AWM
2427
Atticus Wealth Management
Florida
$287K -$14.2K -750 -4%
WBG
2428
Wharton Business Group
Pennsylvania
$287K
CWA
2429
Clearview Wealth Advisors
Oregon
$287K +$64.4K +3,410 +22%
WP
2430
Wealthspan Partners
Iowa
$285K +$140K +7,420 +65%
APA
2431
Astoria Portfolio Advisors
New York
$285K +$355K +18,800 New
WCAMG
2432
Woodard & Company Asset Management Group
North Carolina
$284K -$386K -20,450 -52%
CIM
2433
Confluence Investment Management
Missouri
$284K +$5.29K +280 +2%
JAM
2434
JCIC Asset Management
Ontario, Canada
$284K +$18.1K +960 +5%
FAN
2435
Financial Advisors Network
California
$284K +$32.5K +1,720 +10%
SPF
2436
Steven Patrick Farmer
$284K +$354K +18,750 New
PDM
2437
Penn Davis McFarland
Texas
$283K -$20.4K -1,080 -5%
AFA
2438
American Financial Advisors
Georgia
$283K -$12.3K -650 -3%
RA
2439
Riversedge Advisors
Delaware
$283K +$755 +40 +0.2%
OCM
2440
Orion Capital Management
California
$281K -$128K -6,800 -27%
HKIMG
2441
Hutchens & Kramer Investment Management Group
Indiana
$281K -$6.98K -370 -2%
RG
2442
Renaissance Group
Kentucky
$280K -$21.6M -1,142,650 -98%
MSFP
2443
Mark Sheptoff Financial Planning
Connecticut
$280K -$123K -6,500 -26%
JIC
2444
Joel Isaacson & Co
New York
$280K +$99.8K +5,290 +40%
SG
2445
Swarthmore Group
Pennsylvania
$280K +$139K +7,350 +66%
HW
2446
Hamilton Wealth
California
$278K -$63.2K -3,350 -15%
CYG
2447
Clean Yield Group
Vermont
$278K -$3.59K -190 -1%
RA
2448
Rodgers & Associates
Pennsylvania
$278K +$19.6K +1,040 +6%
AWA
2449
Aletheian Wealth Advisors
Washington
$278K +$47K +2,490 +16%
SAM
2450
Security Asset Management
New York
$278K +$346K +18,350 New