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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1301
JSF Financial
California
$485K +$238K +1,517 +87%
BDFN
1302
Bond & Devick Financial Network
Minnesota
$484K – – –
CWM
1303
C2C Wealth Management
Arizona
$484K – – –
Csenge Advisory Group
1304
Csenge Advisory Group
Florida
$482K +$132K +839 +35%
OHWA
1305
Oak Hill Wealth Advisors
Virginia
$481K +$506K +3,225 New
FF
1306
Fluent Financial
Texas
$480K -$3.95M -25,175 -89%
WAM
1307
WFA Asset Management
Wisconsin
$479K +$3.45K +22 +0.7%
BFIM
1308
Beese Fulmer Investment Management
Ohio
$479K -$1.57K -10 -0.3%
GW & Wade
1309
GW & Wade
Massachusetts
$470K +$8.94K +57 +2%
WMA
1310
Wealth Management Associates
New Jersey
$468K -$165K -1,049 -25%
WF
1311
WoodTrust Financial
Wisconsin
$468K – – –
CWP
1312
CFM Wealth Partners
Texas
$465K -$11.5K -73 -2%
MFA
1313
Mayflower Financial Advisors
Massachusetts
$464K +$185K +1,179 +61%
Congress Wealth Management
1314
Congress Wealth Management
Massachusetts
$463K -$15.2K -97 -3%
Baker Avenue Asset Management
1315
Baker Avenue Asset Management
California
$462K -$28.1K -179 -5%
TF
1316
Tompkins Financial
New York
$461K -$112K -711 -19%
SIM
1317
Sentry Investment Management
Wisconsin
$460K +$5.49K +35 +1%
KFA
1318
Kelleher Financial Advisors
New York
$460K -$17.3K -110 -3%
SageView Advisory Group
1319
SageView Advisory Group
California
$459K +$483K +3,077 New
KCM
1320
KRS Capital Management
Michigan
$458K +$471 +3 +0.1%
Douglass Winthrop Advisors
1321
Douglass Winthrop Advisors
New York
$458K -$23.5K -150 -5%
I2I
1322
Insight 2811 Inc
Illinois
$458K +$111K +706 +30%
WMP
1323
Wealth Management Partners
Arizona
$457K +$157K +1,000 +50%
MIM
1324
Marco Investment Management
Georgia
$457K – – –
Spire Wealth Management
1325
Spire Wealth Management
Virginia
$456K -$195K -1,242 -29%