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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1201
Pathway Wealth Management
Texas
$338K
KFAS
1202
Keating Financial Advisory Services
Kansas
$338K -$1.04M -7,948 -74%
HAS
1203
HBW Advisory Services
California
$338K -$12.9K -98 -3%
FB
1204
Fulton Bank
Pennsylvania
$336K -$129K -985 -26%
SB
1205
Strategic Blueprint
Georgia
$336K +$2.76K +21 +0.7%
AFT
1206
Alpha Family Trust
California
$335K
FHC
1207
First Heartland Consultants
Missouri
$333K -$24.2K -184 -6%
PP
1208
Patron Partners
Texas
$333K +$75.6K +575 +26%
William Blair Investment Management
1209
William Blair Investment Management
Illinois
$332K -$1.05M -7,969 -74%
MWM
1210
Modera Wealth Management
New Jersey
$332K -$203K -1,544 -36%
OP
1211
Oslo Pensjonsforsikring
$331K +$368K +2,800 New
FPCP
1212
Fort Point Capital Partners
California
$330K
VFG
1213
V2 Financial group
Illinois
$328K -$1.31K -10 -0.4%
WA
1214
Waystone Advisors
Washington
$328K -$7.88K -60 -2%
PMWMG
1215
Parr McKnight Wealth Management Group
Minnesota
$328K +$11K +84 +3%
KFGK
1216
Keystone Financial Group (Kentucky)
Kentucky
$327K +$61K +464 +21%
GIP
1217
Granite Investment Partners
California
$327K +$362K +2,753 New
FG
1218
Fairman Group
Pennsylvania
$326K
SL
1219
Sentinus LLC
Illinois
$324K +$359K +2,735 New
YIA
1220
YHB Investment Advisors
Connecticut
$324K +$526 +4 +0.1%
CFG
1221
CKW Financial Group
Hawaii
$324K +$106K +804 +42%
RCM
1222
RNC Capital Management
California
$324K
MF
1223
Manchester Financial
California
$322K
BAM
1224
Blueshift Asset Management
New Jersey
$321K -$134K -1,022 -27%
GITFIT
1225
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$320K +$131K +1,000 +59%