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Name Holding Trade Value Shares
Change
Change in
Stake
NFP
2076
Novak Financial Planning
Maryland
$469K +$10.2K +286 +2%
AIM
2077
Avity Investment Management
Connecticut
$468K -$5.33K -150 -1%
SWM
2078
Selective Wealth Management
Virginia
$467K +$96.6K +2,721 +27%
MAG
2079
Mayfair Advisory Group
Alabama
$466K +$10.7K +300 +2%
CGH
2080
CMG Global Holdings
Texas
$466K +$457K +12,862 New
GDP
2081
Great Diamond Partners
Maine
$465K -$639 -18 -0.1%
CCB
2082
Cutter & Co Brokerage
Missouri
$464K -$55.4K -1,559 -11%
RPWA
2083
Regent Peak Wealth Advisors
Georgia
$464K +$232K +6,521 +103%
MA
2084
MONECO Advisors
Connecticut
$462K -$12.8K -360 -3%
NME
2085
Notis-McConarty Edward
$462K – – –
WP
2086
Waycross Partners
Kentucky
$462K – – –
PPP
2087
Private Portfolio Partners
New Jersey
$462K -$4.33K -122 -0.9%
AP
2088
Advisors Preferred
Maryland
$461K +$179K +5,045 +66%
RWMH
2089
Riverpoint Wealth Management Holdings
Illinois
$459K -$52.9K -1,491 -11%
AIM
2090
Aurora Investment Managers
Florida
$459K – – –
BWA
2091
Burt Wealth Advisors
Maryland
$458K -$11.4K -322 -2%
CCM
2092
Chickasaw Capital Management
Tennessee
$458K -$4.79K -135 -1%
PIA
2093
Powell Investment Advisors
Florida
$457K +$107 +3 +0%
LFG
2094
Larson Financial Group
Missouri
$456K +$18.4K +517 +4%
KOC
2095
Koss-Olinger Consulting
Florida
$456K +$447K +12,578 New
EFM
2096
E Fund Management
China
$456K +$447K +12,587 New
AIM
2097
Acropolis Investment Management
Missouri
$455K +$14.2K +401 +3%
KPCM
2098
Kings Point Capital Management
New York
$453K -$8.64M -243,392 -95%
PWMG
2099
Prestige Wealth Management Group
New Jersey
$453K -$14.6K -410 -3%
JWM
2100
Janiczek Wealth Management
Colorado
$453K -$14.2K -401 -3%