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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1276
StrategIQ Financial Group
Indiana
$800K -$304K -15,248 -29%
ACI
1277
Alpha Cubed Investments
California
$796K -$313K -15,700 -29%
UAS
1278
United Asset Strategies
New York
$796K +$383K +19,184 +102%
TIA
1279
Traphagen Investment Advisors
New Jersey
$795K -$24.5K -1,227 -24%
CAG
1280
Crestwood Advisors Group
Massachusetts
$795K -$209K -10,456 -22%
FIB
1281
First Interstate Bank
Montana
$793K +$62.9K +3,156 +9%
Voloridge Investment Management
1282
Voloridge Investment Management
Florida
$789K -$71.5M -3,585,679 -99%
WAM
1283
Westport Asset Management
Connecticut
$789K -$243K -12,203 -24%
CWA
1284
Centennial Wealth Advisory
Michigan
$789K +$296K +14,867 +65%
H
1285
HoyleCohen
California
$788K -$136K -6,800 -15%
HWM
1286
Horizon Wealth Management
Illinois
$786K -$270K -13,550 -27%
NEWAS
1287
N.E.W. Advisory Services
Wisconsin
$784K +$145K +7,281 +24%
EI
1288
Ellevest Inc
New York
$783K -$52K -2,606 -7%
APWA
1289
Atlas Private Wealth Advisors
New Jersey
$781K -$515K -25,849 -41%
VT
1290
Vise Technologies
New York
$780K +$204K +10,242 +38%
CBN
1291
Cadence Bank NA
Texas
$779K -$140K -7,006 -16%
WB
1292
Webster Bank
Connecticut
$777K -$428K -21,487 -37%
KFA
1293
Kelleher Financial Advisors
New York
$775K -$188K -9,415 -20%
GCM
1294
Gables Capital Management
Florida
$774K -$239K -11,970 -24%
LFA
1295
Legacy Financial Advisors
Kentucky
$773K +$105K +5,251 +17%
CWP
1296
CFM Wealth Partners
Texas
$770K -$277K -13,909 -27%
IFWM
1297
Institute for Wealth Management
Colorado
$770K -$238K -11,926 -25%
CFD
1298
Creative Financial Designs
Indiana
$769K -$185K -9,271 -20%
MCWS
1299
McKinley Carter Wealth Services
West Virginia
$768K -$174K -8,744 -19%
MAM
1300
Mystic Asset Management
Rhode Island
$767K -$260K -13,051 -26%