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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2601
Spurstone Advisory Services
Connecticut
$203K -$34K -1,300 -14%
BW
2602
BIP Wealth
Georgia
$203K -$101K -3,858 -33%
AWG
2603
Altus Wealth Group
Colorado
$203K -$7.82K -299 -4%
AFC
2604
AFT Forsyth & Company
Florida
$202K -$15.4K -590 -7%
3IP
2605
3Chopt Investment Partners
Virginia
$201K -$58.8K -2,246 -22%
MFG
2606
Mosaic Financial Group
Illinois
$201K +$1.62K +62 +0.8%
BFS
2607
Beacon Financial Strategies
North Carolina
$201K +$207K +7,920 New
JCFM
2608
JBR Co Financial Management
Oklahoma
$201K +$207K +7,917 New
JFA
2609
JNBA Financial Advisors
Minnesota
$201K
OCPWS
2610
One Charles Private Wealth Services
Massachusetts
$201K +$26 +1 +0%
WH
2611
Willner & Heller
California
$200K -$65.2K -2,490 -24%
CWM
2612
CCG Wealth Management
California
$200K +$207K +7,906 New
MFT
2613
Moisand Fitzgerald Tamayo
Florida
$200K +$3.92K +150 +2%
BOM
2614
Bank of Marin
California
$200K -$162K -6,200 -44%
SIAG
2615
Safeguard Investment Advisory Group
California
$200K +$207K +7,895 New
VWWMG
2616
Vermillion & White Wealth Management Group
Pennsylvania
$198K +$157 +6 +0.1%
HWA
2617
Heritage Wealth Advisors
Virginia
$196K -$47.5K -1,816 -19%
GWP
2618
Gen-Wealth Partners
Michigan
$192K -$6.23K -238 -3%
PCM
2619
Penserra Capital Management
California
$192K -$413K -15,793 -67%
GFPC
2620
Global Financial Private Client
Florida
$192K +$3.43K +131 +2%
HFM
2621
Harvest Fund Management
China
$179K +$183K +7,000 +12,069%
MEG
2622
Millstone Evans Group
Colorado
$178K -$30.4K -1,162 -14%
LI
2623
LRI Investments
Florida
$171K -$5.08K -194 -3%
PMFA
2624
Plante Moran Financial Advisors
Michigan
$171K -$6.59K -252 -4%
FDCP
2625
Foster Dykema Cabot & Partners
Massachusetts
$170K