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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1201
Stronghold Wealth Management
Florida
$340K -$8.02K -61 -2%
RI
1202
Ridgewood Investments
New Jersey
$338K +$375K +2,851 New
JWBC
1203
J.W. Burns & Co
New York
$338K – – –
PWM
1204
Pathway Wealth Management
Texas
$338K – – –
KFAS
1205
Keating Financial Advisory Services
Kansas
$338K -$1.04M -7,948 -74%
HAS
1206
HBW Advisory Services
California
$338K -$12.9K -98 -3%
FB
1207
Fulton Bank
Pennsylvania
$336K -$129K -985 -26%
SB
1208
Strategic Blueprint
Georgia
$336K +$2.76K +21 +0.7%
AFT
1209
Alpha Family Trust
California
$335K – – –
FHC
1210
First Heartland Consultants
Missouri
$333K -$24.2K -184 -6%
PP
1211
Patron Partners
Texas
$333K +$75.6K +575 +26%
William Blair Investment Management
1212
William Blair Investment Management
Illinois
$332K -$1.05M -7,969 -74%
MWM
1213
Modera Wealth Management
New Jersey
$332K -$203K -1,544 -36%
OP
1214
Oslo Pensjonsforsikring
$331K +$368K +2,800 New
FPCP
1215
Fort Point Capital Partners
California
$330K – – –
VFG
1216
V2 Financial group
Illinois
$328K -$1.31K -10 -0.4%
WA
1217
Waystone Advisors
Washington
$328K -$7.88K -60 -2%
PMWMG
1218
Parr McKnight Wealth Management Group
Minnesota
$328K +$11K +84 +3%
KFGK
1219
Keystone Financial Group (Kentucky)
Kentucky
$327K +$61K +464 +21%
GIP
1220
Granite Investment Partners
California
$327K +$362K +2,753 New
FG
1221
Fairman Group
Pennsylvania
$326K – – –
SL
1222
Sentinus LLC
Illinois
$324K +$359K +2,735 New
YIA
1223
YHB Investment Advisors
Connecticut
$324K +$526 +4 +0.1%
CFG
1224
CKW Financial Group
Hawaii
$324K +$106K +804 +42%
RCM
1225
RNC Capital Management
California
$324K – – –