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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2151
Costello Asset Management
Pennsylvania
$663K -$16.8K -346 -2%
SWA
2152
SOA Wealth Advisors
New York
$663K +$11.2K +230 +2%
HFG
2153
Heron Financial Group
New York
$663K +$23.3K +480 +3%
SAS
2154
Sanford Advisory Services
Michigan
$661K -$117K -2,401 -14%
APW
2155
Aurora Private Wealth
New Jersey
$661K -$44.9K -925 -6%
EWM
2156
EPG Wealth Management
Georgia
$661K +$23.9K +491 +3%
WWA
2157
WCG Wealth Advisors
Nevada
$660K -$67.6K -1,392 -10%
SAM
2158
Sompo Asset Management
Japan
$658K -$2.36M -48,600 -76%
LAM
2159
Lynch Asset Management
Pennsylvania
$657K – – –
KIG
2160
Kowal Investment Group
Wisconsin
$657K +$91.3K +1,878 +14%
CI
2161
Clal Insurance
Israel
$656K +$729K +15,000 New
BWA
2162
Burt Wealth Advisors
Maryland
$654K +$37.1K +764 +5%
WA
2163
Wealth Architects
California
$653K -$7.14K -147 -1%
DEM
2164
Disciplined Equity Management
Florida
$650K -$532K -10,950 -42%
CWM
2165
Castle Wealth Management
Florida
$650K +$777 +16 +0.1%
AAP
2166
Arax Advisory Partners
Colorado
$650K +$60.3K +1,240 +9%
BMA
2167
Brooks Moore & Associates
Tennessee
$648K -$3.64K -75 -0.5%
RTS
2168
Round Table Services
New Jersey
$648K +$13.6K +280 +2%
FCM
2169
Fourpath Capital Management
Oklahoma
$647K -$46.9K -966 -6%
LFG
2170
Larson Financial Group
Missouri
$646K -$45.5K -936 -6%
RPWA
2171
Regent Peak Wealth Advisors
Georgia
$646K -$5.39K -111 -0.7%
CFAM
2172
Center For Asset Management
Florida
$646K +$68.4K +1,407 +11%
AIA
2173
Alera Investment Advisors
Illinois
$645K -$225K -4,636 -24%
MCWA
2174
Meadow Creek Wealth Advisors
Georgia
$645K – – –
WFA
2175
WestHill Financial Advisors
California
$643K -$45.2K -930 -6%