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Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Wealth Management
1801
Diversify Wealth Management
Utah
$499K +$31.1K +1,128 +7%
SWIM
1802
Smallwood Wealth Investment Management
New Jersey
$499K -$85.7K -3,108 -15%
FPWM
1803
FSB Premier Wealth Management
Iowa
$498K +$193 +7 +0%
IPWA
1804
International Private Wealth Advisors
California
$496K -$240K -8,699 -34%
CRWM
1805
Castle Rock Wealth Management
California
$495K -$56.2K -2,039 -10%
OWA
1806
One Wealth Advisors
California
$494K -$15.5K -562 -3%
CNC
1807
Citizens & Northern Corp
Pennsylvania
$493K -$15.3K -556 -3%
Annex Advisory Services
1808
Annex Advisory Services
Wisconsin
$493K -$37.9K -1,376 -7%
APW
1809
Aurora Private Wealth
New Jersey
$492K -$276 -10 -0.1%
Allstate Corporation
1810
Allstate Corporation
Illinois
$492K -$6.57M -238,470 -93%
GITFIT
1811
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$492K -$165K -6,000 -26%
WTA
1812
Washington Trust Advisors
Massachusetts
$492K +$4.52K +164 +1%
LAS
1813
Lloyd Advisory Services
Georgia
$491K -$29.8K -1,081 -6%
AWM
1814
Adams Wealth Management
Utah
$490K -$318K -11,548 -41%
CI
1815
CacheTech Inc
Utah
$490K -$318K -11,548 -41%
WA
1816
Waddell & Associates
Tennessee
$490K -$20.8K -754 -4%
RCM
1817
RB Capital Management
Nevada
$490K -$63.1K -2,290 -12%
KV
1818
Kickstand Ventures
New York
$489K +$465K +16,890 New
FA
1819
Financial Advisors
Massachusetts
$489K +$220 +8 +0%
TPWA
1820
TRUE Private Wealth Advisors
Oregon
$486K +$114K +4,148 +33%
FNFDCM
1821
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$486K – – –
SCP
1822
Sandhill Capital Partners
New York
$485K -$3.11K -113 -0.7%
OC
1823
Opinicus Capital
Florida
$485K +$4.63K +168 +1%
CA
1824
Capital Advantage
California
$485K +$7.08K +257 +2%
FPCP
1825
Fort Point Capital Partners
California
$485K +$16.2K +589 +4%