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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1626
Cedar Brook Financial Partners
Ohio
$347K -$24.2K -112 -6%
SLWA
1627
San Luis Wealth Advisors
California
$347K – – –
OL
1628
Optas LLC
Texas
$347K +$11.9K +55 +3%
FPCM
1629
Financial Partners Capital Management
New York
$347K -$50.4K -233 -12%
KFGK
1630
Keystone Financial Group (Kentucky)
Kentucky
$346K +$56.9K +263 +19%
DCM
1631
DGS Capital Management
New Jersey
$345K -$9.95K -46 -3%
RTS
1632
Round Table Services
New Jersey
$345K – – –
MWM
1633
Madison Wealth Management
Ohio
$344K – – –
FWP
1634
FAS Wealth Partners
Kansas
$342K -$3.68K -17 -1%
AFS
1635
Access Financial Services
Minnesota
$342K +$216 +1 +0.1%
QPWM
1636
Quadrant Private Wealth Management
Pennsylvania
$341K -$101K -468 -23%
MSCM
1637
McElhenny Sheffield Capital Management
Texas
$341K – – –
MC
1638
Machina Capital
France
$340K -$757K -3,500 -69%
BC
1639
Barnett & Company
Tennessee
$340K – – –
RFN
1640
RDA Financial Network
Iowa
$340K +$119K +548 +52%
PTC
1641
Philadelphia Trust Company
Pennsylvania
$339K -$9.3K -43 -3%
LWA
1642
Lenox Wealth Advisors
New York
$339K +$1.08K +5 +0.3%
Ossiam
1643
Ossiam
France
$336K -$5.39M -24,893 -94%
GC
1644
GFG Capital
Florida
$333K -$2.16K -10 -0.6%
Barings
1645
Barings
North Carolina
$333K – – –
CNBTD
1646
Citizens National Bank Trust Department
Mississippi
$331K – – –
CNC
1647
Citizens & Northern Corp
Pennsylvania
$330K – – –
SAM
1648
Secure Asset Management
Michigan
$329K -$51.1K -236 -13%
SWA
1649
SOA Wealth Advisors
New York
$329K +$127K +588 +61%
DHGWA
1650
Dixon Hughes Goodman Wealth Advisors
North Carolina
$329K +$292K +1,350 +675%