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Name Holding Trade Value Shares
Change
Change in
Stake
NRI
1601
NFP Retirement Inc
California
$355K +$42.7K +2,503 +14%
RRA
1602
Round Rock Advisors
Connecticut
$355K – – –
CFP
1603
Cascade Financial Partners
California
$355K +$372K +21,757 New
CA
1604
Cullinan Associates
Kentucky
$355K +$102K +6,000 +42%
EWA
1605
Encompass Wealth Advisors
Oregon
$355K -$2.78K -163 -0.8%
LCM
1606
Landscape Capital Management
New Jersey
$354K +$343K +20,100 New
GLLW
1607
Graves Light Lenhart Wealth
Virginia
$353K -$40.8K -2,388 -11%
CFP
1608
Catalyst Financial Partners
Massachusetts
$352K +$31.4K +1,840 +9%
AF
1609
Advisornet Financial
Minnesota
$352K +$37.3K +2,186 +12%
TWP
1610
Tower Wealth Partners
Pennsylvania
$352K -$1.28K -75 -0.4%
MFG
1611
Magnus Financial Group
New York
$350K -$56.7K -3,322 -14%
Klingman & Associates
1612
Klingman & Associates
New York
$350K +$10.3K +603 +3%
UAML
1613
US Asset Management LLC
Pennsylvania
$350K -$4K -234 -1%
CGH
1614
CMG Global Holdings
Texas
$350K – – –
AIA
1615
Armor Investment Advisors
North Carolina
$349K -$174K -10,163 -34%
DWM
1616
Drive Wealth Management
Utah
$349K -$74K -4,335 -18%
HCMG
1617
Howard Capital Management Group
California
$349K – – –
NAMP
1618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$348K -$73.8K -4,321 -18%
AFAS
1619
Acorn Financial Advisory Services
Virginia
$348K -$136K -7,965 -29%
AlphaCore Capital
1620
AlphaCore Capital
California
$348K +$6.33K +371 +2%
SFWC
1621
Strategic Family Wealth Counselors
New Jersey
$348K -$25.2K -1,475 -7%
WAG
1622
Winthrop Advisory Group
Massachusetts
$347K +$18.5K +1,081 +6%
VAM
1623
Verity Asset Management
North Carolina
$347K -$19.5K -1,143 -5%
CBT
1624
CoreFirst Bank & Trust
Kansas
$346K -$2.56K -150 -0.8%
IGWM
1625
ICA Group Wealth Management
Colorado
$346K -$10.5K -616 -3%