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Name Holding Trade Value Shares
Change
Change in
Stake
RF
3326
Roxbury Financial
New Jersey
$131K -$6.7K -43 -5%
BIM
3327
Bullseye Investment Management
Ohio
$131K – – –
DWM
3328
Darwin Wealth Management
Florida
$131K -$3.12K -20 -2%
PF
3329
PlanVest Financial
Maryland
$130K +$130K +837 New
FNWA
3330
Financial Network Wealth Advisors
Utah
$127K +$2.65K +17 +2%
BIA
3331
Bell Investment Advisors
California
$123K +$40.2K +258 +49%
GPFA
3332
Game Plan Financial Advisors
Ohio
$122K +$42.9K +275 +54%
IFS
3333
Intelligent Financial Strategies
Minnesota
$122K – – –
AT
3334
Arlington Trust
Alabama
$121K +$33K +212 +38%
UOTTAIMCU
3335
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$120K – – –
CCMW
3336
Cypress Capital Management (Wyoming)
Wyoming
$120K -$9.97K -64 -8%
CPG
3337
Cornerstone Planning Group
New Jersey
$120K +$35.8K +230 +42%
FDW
3338
Fourth Dimension Wealth
Ohio
$113K – – –
QWM
3339
Quaker Wealth Management
New Jersey
$112K +$4.99K +32 +5%
MSWA
3340
Marshall & Sterling Wealth Advisors
New York
$112K +$779 +5 +0.7%
SIS
3341
Strategic Investment Solutions
Illinois
$112K +$312 +2 +0.3%
SFAM
3342
Sawyer Falduto Asset Management
Illinois
$112K – – –
ISWM
3343
Intesa Sanpaolo Wealth Management
$112K – – –
AIM
3344
Axiom Investment Management
New York
$112K +$112K +720 New
EF
3345
Entrust Financial
Pennsylvania
$112K -$3.12K -20 -3%
BWM
3346
Bullock Wealth Management
Indiana
$112K -$204K -1,307 -64%
OA
3347
Operose Advisors
Wisconsin
$111K +$15K +96 +15%
JSAM
3348
J. Safra Asset Management
New York
$111K – – –
BFS
3349
Beacon Financial Strategies
North Carolina
$110K – – –
LFASL
3350
Lugano Financial Advisors SA (LFA)
Switzerland
$108K – – –