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Name Holding Trade Value Shares
Change
Change in
Stake
SP
2101
Successful Portfolios
Florida
$407K -$18.1K -658 -4%
CPA
2102
Capital Planning Advisors
California
$406K +$5.34K +194 +1%
SGI
2103
Summit Global Investments
Utah
$406K -$936K -33,985 -70%
BC
2104
Barrett & Company
Rhode Island
$405K -$24.3K -882 -6%
EW
2105
Element Wealth
Mississippi
$405K +$73.6K +2,672 +23%
HWA
2106
Heartwood Wealth Advisors
Virginia
$405K +$33K +1,200 +9%
RFG
2107
RFP Financial Group
Georgia
$405K -$20.8K -754 -5%
ACA
2108
Anchor Capital Advisors
Massachusetts
$405K -$23.1K -840 -5%
SVCP
2109
Silicon Valley Capital Partners
California
$404K +$340K +12,345 +587%
BWA
2110
Blodgett Wealth Advisors
California
$404K -$15.9K -579 -4%
JJBC
2111
James J. Burns & Company
New York
$404K +$13.6K +494 +4%
MTWM
2112
Masso Torrence Wealth Management
New Jersey
$404K +$183K +6,631 +85%
BIM
2113
Baldwin Investment Management
Pennsylvania
$404K +$2.75K +100 +0.7%
WAM
2114
Weatherly Asset Management
California
$403K -$228K -8,295 -37%
CC
2115
Corton Capital
Ontario, Canada
$403K +$397K +14,404 New
FFWM
2116
Future Financial Wealth Management
Ohio
$402K -$43.5K -1,580 -10%
CAL
2117
Capital Advisors Ltd
Ohio
$402K -$11.9K -432 -3%
EAM
2118
Evanson Asset Management
California
$402K +$4.13K +150 +1%
TSWM
2119
Triangle Securities Wealth Management
North Carolina
$399K +$44.3K +1,610 +13%
BBNA
2120
Bremer Bank National Association
Minnesota
$399K -$421K -15,282 -52%
PPC
2121
Park Place Capital
Alabama
$398K -$120K -4,351 -23%
TFG
2122
Taylor Financial Group
Virginia
$397K +$74.3K +2,699 +24%
WH
2123
Willner & Heller
California
$396K -$250K -9,070 -39%
MC
2124
Mirabaud & Cie
Switzerland
$395K -$1.27K -46 -0.3%
USB
2125
Union Savings Bank
Connecticut
$394K -$86.2K -3,130 -18%