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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2076
Avity Investment Management
Connecticut
$468K -$5.33K -150 -1%
SWM
2077
Selective Wealth Management
Virginia
$467K +$96.6K +2,721 +27%
MAG
2078
Mayfair Advisory Group
Alabama
$466K +$10.7K +300 +2%
CGH
2079
CMG Global Holdings
Texas
$466K +$457K +12,862 New
GDP
2080
Great Diamond Partners
Maine
$465K -$639 -18 -0.1%
CCB
2081
Cutter & Co Brokerage
Missouri
$464K -$55.4K -1,559 -11%
RPWA
2082
Regent Peak Wealth Advisors
Georgia
$464K +$232K +6,521 +103%
MA
2083
MONECO Advisors
Connecticut
$462K -$12.8K -360 -3%
NME
2084
Notis-McConarty Edward
$462K
WP
2085
Waycross Partners
Kentucky
$462K
PPP
2086
Private Portfolio Partners
New Jersey
$462K -$4.33K -122 -0.9%
AP
2087
Advisors Preferred
Maryland
$461K +$179K +5,045 +66%
RWMH
2088
Riverpoint Wealth Management Holdings
Illinois
$459K -$52.9K -1,491 -11%
AIM
2089
Aurora Investment Managers
Florida
$459K
BWA
2090
Burt Wealth Advisors
Maryland
$458K -$11.4K -322 -2%
CCM
2091
Chickasaw Capital Management
Tennessee
$458K -$4.79K -135 -1%
PIA
2092
Powell Investment Advisors
Florida
$457K +$107 +3 +0%
LFG
2093
Larson Financial Group
Missouri
$456K +$18.4K +517 +4%
KOC
2094
Koss-Olinger Consulting
Florida
$456K +$447K +12,578 New
EFM
2095
E Fund Management
China
$456K +$447K +12,587 New
AIM
2096
Acropolis Investment Management
Missouri
$455K +$14.2K +401 +3%
KPCM
2097
Kings Point Capital Management
New York
$453K -$8.64M -243,392 -95%
PWMG
2098
Prestige Wealth Management Group
New Jersey
$453K -$14.6K -410 -3%
JWM
2099
Janiczek Wealth Management
Colorado
$453K -$14.2K -401 -3%
PD
2100
Planning Directions
Pennsylvania
$453K +$4.22K +119 +1%