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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
2701
Quaker Wealth Management
New Jersey
$340K +$27.7K +533 +9%
RCG
2702
Regatta Capital Group
California
$339K -$31.2K -602 -8%
TFGT
2703
TS Financial Group (TSFG)
Illinois
$339K -$2.49K -48 -0.7%
SG
2704
Somerset Group
Minnesota
$339K
CAM
2705
Claret Asset Management
Quebec, Canada
$339K +$17.1K +329 +5%
C
2706
Covestor
United Kingdom
$339K +$158K +3,048 +87%
PIFP
2707
Partners in Financial Planning
Virginia
$337K
SFA
2708
Source Financial Advisors
New York
$337K -$49.6K -955 -13%
ICP
2709
Interchange Capital Partners
Pennsylvania
$337K -$31.2K -601 -8%
AF
2710
Aldebaran Financial
$337K -$5.03K -97 -1%
CM
2711
Castleark Management
Illinois
$337K
LSA
2712
Lion Street Advisors
Texas
$337K +$934 +18 +0.3%
AWM
2713
Aspire Wealth Management
Massachusetts
$336K -$10.1K -195 -3%
RWM
2714
RBA Wealth Management
California
$336K +$52 +1 +0%
FA
2715
Forefront Analytics
Pennsylvania
$336K +$88.9K +1,713 +37%
HWA
2716
HHM Wealth Advisors
Tennessee
$336K +$125K +2,400 +59%
MGAM
2717
McGowan Group Asset Management
Texas
$336K +$336K +6,481 New
FA
2718
Fermata Advisors
California
$334K -$9.7K -187 -3%
FP
2719
Fiduciary Planning
Florida
$332K -$240K -4,618 -42%
BWM
2720
BlackDiamond Wealth Management
New York
$332K +$5.5K +106 +2%
AFAS
2721
Acorn Financial Advisory Services
Virginia
$331K +$38.7K +746 +13%
FMB
2722
Field & Main Bank
Kentucky
$331K +$68.7K +1,325 +26%
SNBOSD
2723
Security National Bank of So Dak
Iowa
$331K +$130K +2,500 +64%
MHR
2724
Matthew Hamilton Rosenberg
$330K +$100K +1,927 +43%
PWA
2725
Pillar Wealth Advisors
Pennsylvania
$329K -$268K -5,172 -45%