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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
901
Catalyst Financial Partners
Massachusetts
$253K -$27.5K -296 -10%
PI
902
PFG Investments
New York
$253K +$19.2K +206 +8%
FA
903
Fiduciary Alliance
South Carolina
$252K -$837 -9 -0.3%
SM
904
Sciencast Management
New Jersey
$251K -$5.81M -62,517 -96%
PI
905
Pachira Investments
California
$250K -$66.5K -715 -21%
OCG
906
Opus Capital Group
Ohio
$249K -$1.12K -12 -0.4%
LWM
907
Liberty Wealth Management
California
$249K
SW
908
Simplicity Wealth
New Jersey
$248K +$17.4K +187 +8%
MAA
909
Mraz Amerine & Associates
California
$248K +$930 +10 +0.4%
4WM
910
44 Wealth Management
Oregon
$248K -$16.6K -179 -6%
BAAM
911
Baker Avenue Asset Management
California
$247K +$248K +2,669 New
MQWP
912
Morey & Quinn Wealth Partners
Nebraska
$246K
CAMG
913
CWA Asset Management Group
Florida
$246K +$34.5K +371 +16%
SFA
914
Souders Financial Advisors
Ohio
$245K -$75K -806 -23%
NWP
915
NerdWallet Wealth Partners
New York
$245K -$93 -1 -0%
BIAS
916
Beacon Investment Advisory Services
New Jersey
$244K
NCTC
917
New Covenant Trust Company
Indiana
$244K -$3.72K -40 -1%
GS
918
GTS Securities
Florida
$244K -$542K -5,832 -69%
DT
919
DV Trading
Illinois
$241K +$242K +2,600 New
AWM
920
Angeles Wealth Management
California
$239K -$20.9K -225 -8%
AA
921
Alta Advisers
United Kingdom
$238K
FA
922
FC Advisory
Pennsylvania
$238K
LF
923
LifeSteps Financial
California
$238K
AWE
924
Avidian Wealth Enterprises
Texas
$237K +$4.65K +50 +2%
PSP
925
Principal Street Partners
Tennessee
$237K