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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1851
Berger Financial Group
Minnesota
$251K -$20.5K -1,206 -7%
Massachusetts Financial Services
1852
Massachusetts Financial Services
Massachusetts
$250K -$1.73M -101,412 -87%
LWM
1853
Lodestone Wealth Management
Washington
$250K +$55.1K +3,237 +26%
SSWM
1854
Strait & Sound Wealth Management
California
$250K -$7.15K -420 -3%
VHAM
1855
Van Hulzen Asset Management
California
$250K -$44.6K -2,621 -14%
CF
1856
Clarity Financial
Texas
$250K +$267K +15,669 New
OWA
1857
Opal Wealth Advisors
New York
$249K +$73.6K +4,322 +38%
PWP
1858
Phillips Wealth Planners
Mississippi
$248K +$6.03K +354 +2%
AO
1859
Advisor OS
Illinois
$248K +$265K +15,534 New
WMA
1860
West Michigan Advisors
Michigan
$247K -$4.72K -277 -2%
PJSIMP
1861
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K -$37.5K -2,200 -12%
PWP
1862
Private Wealth Partners
California
$246K -$1.34M -78,750 -84%
AFPL
1863
Advus Financial Partners, LLC
Florida
$246K +$21K +1,234 +9%
CSI
1864
Cross Staff Investments
New York
$246K +$477 +28 +0.2%
1WM
1865
1900 Wealth Management
Texas
$245K -$36.3K -2,130 -12%
EG
1866
Ellerson Group
Maryland
$245K -$3.75K -220 -1%
FTA
1867
Financial & Tax Architects
Missouri
$243K +$79.4K +4,662 +44%
FCM
1868
Firestone Capital Management
Florida
$243K +$818 +48 +0.3%
IIC
1869
Integrated Investment Consultants
Michigan
$242K -$96.3K -5,656 -27%
SMA
1870
Sage Mountain Advisors
Georgia
$242K -$117K -6,880 -31%
EB
1871
Exchange Bank
California
$242K +$258K +15,176 New
CIAS
1872
CFS Investment Advisory Services
New Jersey
$242K +$73.3K +4,303 +40%
KA
1873
Kooman & Associates
Pennsylvania
$241K +$16.7K +983 +7%
OIM
1874
Oder Investment Management
California
$241K -$69.7K -4,090 -21%
BEI
1875
Benjamin Edwards Inc
Missouri
$241K -$2.91K -171 -1%