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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
2076
NuWave Investment Management
New Jersey
$365K -$125K -496 -25%
FA
2077
Fortis Advisors
Pennsylvania
$364K -$126K -500 -25%
LAI
2078
Legal Advantage Investments
California
$364K – – –
MCM
2079
Mason Capital Management
New York
$364K +$379K +1,500 New
VV
2080
Verity & Verity
South Carolina
$363K -$51.8K -205 -14%
CGA
2081
Crescent Grove Advisors
Illinois
$363K +$377K +1,494 New
LDFR
2082
Lehman & Derafelo Financial Resources
Pennsylvania
$361K -$22.7K -90 -6%
CG
2083
CFO4Life Group
Texas
$361K +$8.84K +35 +2%
MFS
2084
Madrona Financial Services
Washington
$361K +$17.7K +70 +5%
AWM
2085
AllSquare Wealth Management
New York
$359K -$9.34K -37 -2%
LAM
2086
LifePro Asset Management
California
$358K -$17.4K -69 -4%
BCA
2087
Biltmore Capital Advisors
New Jersey
$358K +$372K +1,473 New
GC
2088
Grimes & Company
Massachusetts
$357K -$81.8K -324 -18%
MA
2089
MCF Advisors
Kentucky
$357K +$115K +454 +45%
TPCM
2090
Three Peaks Capital Management
Colorado
$356K -$2.78K -11 -0.7%
CPC
2091
Consolidated Planning Corp
Georgia
$356K – – –
CST
2092
Charles Schwab Trust
Nevada
$356K +$111K +439 +44%
CBN
2093
Cadence Bank NA
Texas
$354K -$32.3K -128 -8%
GWAG
2094
Garrett Wealth Advisory Group
Texas
$354K – – –
TIAM2
2095
Tru Independence Asset Management 2
Oregon
$353K +$12.6K +50 +4%
EGA
2096
E&G Advisors
Texas
$353K +$30K +119 +9%
CBA
2097
Coastal Bridge Advisors
Connecticut
$351K +$2.78K +11 +0.8%
CWA
2098
Clearview Wealth Advisors
Oregon
$351K +$73K +289 +25%
SW
2099
StrongBox Wealth
Missouri
$349K -$71.2K -282 -16%
Boston Partners
2100
Boston Partners
Massachusetts
$345K – – –