Name Holding Trade Value Shares
Change
Change in
Stake
AL
2226
ADE LLC
Maryland
$557K +$130 +3 +0%
JWM
2227
Janiczek Wealth Management
Colorado
$557K -$173K -4,012 -23%
JWWM
2228
Johnson & White Wealth Management
Pennsylvania
$557K +$351K +8,117 +147%
SPP
2229
Single Point Partners
Massachusetts
$556K +$26.9K +622 +5%
ATIA
2230
American Trust Investment Advisors
New Hampshire
$551K +$271K +6,283 +87%
SAM
2231
SignalPoint Asset Management
Missouri
$551K +$130 +3 +0%
IDBONY
2232
Israel Discount Bank of New York
New York
$550K -$32.1K -744 -5%
AWG
2233
Altus Wealth Group
Colorado
$549K -$561 -13 -0.1%
LFM
2234
LGT Fund Management
Liechtenstein
$549K +$154K +3,570 +36%
AWAU
2235
Alliance Wealth Advisors (Utah)
Utah
$545K +$88.3K +2,045 +18%
DPI
2236
Diversified Portfolios Inc
Michigan
$545K +$302 +7 +0.1%
OC
2237
Oarsman Capital
Wisconsin
$544K -$14.7K -341 -2%
EI
2238
Ellevest Inc
New York
$544K -$37.4K -866 -6%
RVPG
2239
Relative Value Partners Group
$543K -$70.1K -1,623 -11%
AP
2240
Arlington Partners
Alabama
$543K +$208K +4,825 +57%
TFM
2241
TFC Financial Management
Massachusetts
$543K -$2.29K -53 -0.4%
MM
2242
MQS Management
New York
$541K +$573K +13,261 New
PIA
2243
Perennial Investment Advisors
California
$539K +$9.5K +220 +2%
BAMG
2244
Brand Asset Management Group
Missouri
$538K +$191K +4,432 +51%
RGF
2245
Retirement Guys Formula
Ohio
$538K +$101K +2,331 +21%
LOIP
2246
Live Oak Investment Partners
Texas
$536K – – –
CPRC
2247
Consolidated Portfolio Review Corp
New York
$535K +$566K +13,108 New
LSA
2248
Lansing Street Advisors
Pennsylvania
$535K -$291K -6,744 -34%
SFG
2249
Sunburst Financial Group
Alabama
$535K -$3.71K -86 -0.7%
DWM
2250
Denver Wealth Management
Colorado
$534K +$4.84K +112 +0.9%