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Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
1776
Innovative Asset Advisors Group
Connecticut
$362K -$27.2K -1,094 -6%
FP
1777
Financial Perspectives
Minnesota
$362K +$1.24K +50 +0.3%
APC
1778
Aspire Private Capital
North Carolina
$362K -$1.22K -49 -0.3%
BWM
1779
BlackDiamond Wealth Management
New York
$361K +$35.4K +1,425 +10%
VAM
1780
Verity Asset Management
North Carolina
$361K +$1.46K +59 +0.3%
ACG
1781
Allen Capital Group
Nebraska
$360K -$27.8K -1,119 -6%
RWP
1782
Ridgecrest Wealth Partners
California
$360K -$2.9K -117 -0.7%
NAS
1783
NWF Advisory Services
California
$360K -$64K -2,577 -13%
OLA
1784
Oliver Luxxe Assets
New Jersey
$360K -$31.6K -1,274 -7%
PWP
1785
Ponta Wealth Partners
Florida
$359K +$140K +5,660 +48%
CAM
1786
Claret Asset Management
Quebec, Canada
$359K +$245K +9,876 +133%
EWA
1787
Encompass Wealth Advisors
Oregon
$359K -$372 -15 -0.1%
FA
1788
FSA Advisors
Michigan
$359K +$1.81K +73 +0.4%
AWA
1789
Acorn Wealth Advisors
Michigan
$359K -$9.36K -377 -2%
AWAU
1790
Alliance Wealth Advisors (Utah)
Utah
$358K +$86.4K +3,482 +25%
BFG
1791
Beacon Financial Group
Texas
$358K +$17.8K +719 +4%
NRI
1792
NFP Retirement Inc
California
$358K +$45.7K +1,842 +12%
KIG
1793
Kennedy Investment Group
New Jersey
$358K +$3.77K +152 +0.9%
AAG
1794
Asset Advisory Group
New Jersey
$357K – – –
NIM
1795
Nexus Investment Management
Ontario, Canada
$356K – – –
WA
1796
Waddell & Associates
Tennessee
$356K -$39.9K -1,607 -9%
BFO
1797
Boston Family Office
Massachusetts
$355K -$10.8K -436 -2%
EWM
1798
Evermay Wealth Management
Virginia
$355K +$326K +13,132 +327%
SWIM
1799
Smallwood Wealth Investment Management
New Jersey
$355K – – –
WKWM
1800
Walter & Keenan Wealth Management
Indiana
$354K -$9.08K -366 -2%