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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2076
Compass Ion Advisors
Pennsylvania
$422K -$9.91K -357 -2%
SP
2077
Successful Portfolios
Florida
$421K -$10.3K -372 -2%
SWA
2078
SOA Wealth Advisors
New York
$421K +$44.3K +1,595 +12%
MAWA
2079
Moss Adams Wealth Advisors
Washington
$420K +$45.5K +1,638 +12%
PGF
2080
Plan Group Financial
Oklahoma
$420K +$148K +5,339 +55%
AFPL
2081
Advus Financial Partners, LLC
Florida
$419K +$42.7K +1,538 +11%
AP
2082
Appleton Partners
Massachusetts
$419K -$85.3K -3,075 -17%
CYG
2083
Clean Yield Group
Vermont
$418K -$5.55K -200 -1%
SFS
2084
Strategic Financial Services
New York
$417K -$64.7K -2,333 -13%
BWA
2085
Blodgett Wealth Advisors
California
$417K -$60.4K -2,175 -13%
TCM
2086
Towercrest Capital Management
Pennsylvania
$416K +$46.9K +1,689 +13%
LWA
2087
Lantern Wealth Advisors
New York
$416K +$11.9K +428 +3%
JEST
2088
JTC Employer Solutions Trustee
Jersey
$416K +$333K +12,000 +400%
NCM
2089
Noesis Capital Mangement
Florida
$416K -$45.8K -1,649 -10%
CJFS
2090
Coulter & Justus Financial Services
Tennessee
$416K +$34.3K +1,237 +9%
AL
2091
ACAS LLC
California
$416K -$19.6K -707 -5%
SAM
2092
Seelaus Asset Management
New Jersey
$416K -$84.7K -3,051 -17%
EWM
2093
Evermay Wealth Management
Virginia
$415K -$57.2K -2,062 -12%
AIM
2094
Aurora Investment Managers
Florida
$415K +$151K +5,437 +57%
MAC
2095
Mason & Associates (California)
California
$415K +$415K +14,945 New
LT
2096
Legacy Trust
Michigan
$413K -$6.52K -235 -2%
MCWA
2097
Meadow Creek Wealth Advisors
Georgia
$412K +$3.75K +135 +0.9%
TAM
2098
Titleist Asset Management
Texas
$411K +$42.9K +1,546 +12%
SWA
2099
Sightline Wealth Advisors
Connecticut
$411K -$388 -14 -0.1%
EFG
2100
Ethos Financial Group
Pennsylvania
$411K -$3.11K -112 -0.8%