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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2101
Semmax Financial Advisors
North Carolina
$286K -$68.3K -533 -20%
CP
2102
Coho Partners
Pennsylvania
$286K -$4.1K -32 -1%
IWA
2103
Inspirion Wealth Advisors
Illinois
$286K -$128 -1 -0%
FI
2104
Fosun International
China
$285K
WCWM
2105
Willow Creek Wealth Management
California
$285K +$4.23K +33 +2%
IA
2106
Independence Advisors
Pennsylvania
$285K +$37.2K +290 +15%
UF
2107
Univest Financial
Pennsylvania
$284K
FC
2108
Financial Consulate
Maryland
$284K +$278K +2,165 New
GPWA
2109
Great Point Wealth Advisors
Massachusetts
$281K +$19.2K +150 +8%
RP
2110
Rowlandmiller & Partners
Georgia
$280K
OAM
2111
Occidental Asset Management
California
$280K +$17.9K +140 +7%
HA
2112
Harfst & Associates
Wyoming
$279K
UBV
2113
United Bank (Virginia)
Virginia
$278K -$50.9K -397 -16%
KWA
2114
KCS Wealth Advisory
California
$277K +$6.28K +49 +2%
TC
2115
Trilogy Capital
California
$276K -$23.3K -182 -8%
LCOV
2116
London Company of Virginia
Virginia
$274K -$3.21K -25 -1%
AIP
2117
Ahrens Investment Partners
Louisiana
$273K
WC
2118
Whitney & Co
New York
$273K
GI
2119
Gradient Investments
Minnesota
$272K -$11K -86 -4%
PP
2120
PDS Planning
Ohio
$272K +$21.4K +167 +9%
MFG
2121
Monte Financial Group
Connecticut
$272K +$26.3K +205 +11%
MIG
2122
McGuire Investment Group
Rhode Island
$269K -$21.2K -165 -7%
FWCM
2123
First Western Capital Management
California
$269K -$4.74K -37 -2%
BL
2124
BFSG LLC
California
$269K +$33.7K +263 +15%
B
2125
Bridgeworth
Alabama
$267K -$27.2K -212 -9%