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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1626
Summit Wealth Partners
Florida
$430K – – –
GHA
1627
GW Henssler & Associates
Georgia
$429K +$211K +8,493 +69%
PWA
1628
Pitcairn Wealth Advisors
Pennsylvania
$429K -$44.1K -1,775 -8%
CPWM
1629
Cypress Point Wealth Management
Texas
$429K -$13K -524 -2%
KFI
1630
Key Financial Inc
Pennsylvania
$429K -$278K -11,197 -35%
ATS
1631
Ashton Thomas Securities
New York
$429K -$906K -36,500 -63%
SFWC
1632
Strategic Family Wealth Counselors
New Jersey
$428K +$1.44K +58 +0.3%
FFN
1633
Focus Financial Network
Minnesota
$427K -$19K -766 -4%
TF
1634
Trek Financial
Arizona
$427K +$42.5K +1,714 +9%
BHC
1635
Bull Harbor Capital
Maryland
$427K -$645 -26 -0.1%
PFSC
1636
Peoples Financial Services Corp
Pennsylvania
$427K -$3.55K -143 -0.7%
PFA
1637
Perryman Financial Advisory
Texas
$427K -$62K -2,496 -11%
Members Trust
1638
Members Trust
Florida
$426K – – –
BC
1639
Broadwater Capital
Massachusetts
$425K – – –
IA
1640
Intellus Advisors
Florida
$424K -$6.5K -262 -1%
UAS
1641
United Asset Strategies
New York
$424K +$63.8K +2,569 +14%
CA
1642
Crumly & Associates
Illinois
$423K +$11.8K +476 +2%
PCM
1643
Prelude Capital Management
New York
$421K -$980K -39,481 -66%
GAFA
1644
Garton & Associates Financial Advisors
Kentucky
$420K +$18.6K +749 +4%
EIP
1645
Ellis Investment Partners
Pennsylvania
$420K +$55.4K +2,232 +12%
VCM
1646
Versant Capital Management
Arizona
$420K -$227K -9,149 -31%
AP
1647
Anchyra Partners
Georgia
$419K -$33.2K -1,338 -6%
CHAM
1648
Clear Harbor Asset Management
Connecticut
$419K -$183K -7,374 -27%
SIC
1649
Samalin Investment Counsel
New York
$418K +$1.04K +42 +0.2%
EL
1650
EWA LLC
Pennsylvania
$417K +$92.5K +3,727 +23%