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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
1801
Smallwood Wealth Investment Management
New Jersey
$499K -$85.7K -3,108 -15%
FPWM
1802
FSB Premier Wealth Management
Iowa
$498K +$193 +7 +0%
IPWA
1803
International Private Wealth Advisors
California
$496K -$240K -8,699 -34%
CRWM
1804
Castle Rock Wealth Management
California
$495K -$56.2K -2,039 -10%
OWA
1805
One Wealth Advisors
California
$494K -$15.5K -562 -3%
CNC
1806
Citizens & Northern Corp
Pennsylvania
$493K -$15.3K -556 -3%
AAS
1807
Annex Advisory Services
Wisconsin
$493K -$37.9K -1,376 -7%
APW
1808
Aurora Private Wealth
New Jersey
$492K -$276 -10 -0.1%
AC
1809
Allstate Corporation
Illinois
$492K -$6.57M -238,470 -93%
GITFIT
1810
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$492K -$165K -6,000 -26%
WTA
1811
Washington Trust Advisors
Massachusetts
$492K +$4.52K +164 +1%
LAS
1812
Lloyd Advisory Services
Georgia
$491K -$29.8K -1,081 -6%
AWM
1813
Adams Wealth Management
Utah
$490K -$318K -11,548 -41%
CI
1814
CacheTech Inc
Utah
$490K -$318K -11,548 -41%
WA
1815
Waddell & Associates
Tennessee
$490K -$20.8K -754 -4%
RCM
1816
RB Capital Management
Nevada
$490K -$63.1K -2,290 -12%
KV
1817
Kickstand Ventures
New York
$489K +$465K +16,890 New
FA
1818
Financial Advisors
Massachusetts
$489K +$220 +8 +0%
TPWA
1819
TRUE Private Wealth Advisors
Oregon
$486K +$114K +4,148 +33%
FNFDCM
1820
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$486K
SCP
1821
Sandhill Capital Partners
New York
$485K -$3.11K -113 -0.7%
OC
1822
Opinicus Capital
Florida
$485K +$4.63K +168 +1%
CA
1823
Capital Advantage
California
$485K +$7.08K +257 +2%
FPCP
1824
Fort Point Capital Partners
California
$485K +$16.2K +589 +4%
CWMP
1825
Clarion Wealth Managment Partners
Virginia
$483K +$460K +16,679 New