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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1651
StrategIQ Financial Group
Indiana
$302K +$8.27K +33 +3%
RTS
1652
Round Table Services
New Jersey
$301K +$6.51K +26 +2%
FA
1653
Fiducient Advisors
Illinois
$300K
GIM
1654
Guild Investment Management
California
$300K
WA
1655
Wealth Advisors
California
$300K
PP
1656
Pegasus Partners
Wisconsin
$299K -$52.9K -211 -14%
GAM
1657
Gould Asset Management
California
$297K -$1.61M -6,430 -83%
SC
1658
Shay Capital
New York
$297K -$958K -3,825 -75%
MC
1659
Matisse Capital
Oregon
$297K
WKWM
1660
Walter & Keenan Wealth Management
Indiana
$296K +$10.8K +43 +3%
AWA
1661
Aaron Wealth Advisors
Illinois
$295K +$3.01K +12 +0.9%
CCA
1662
Cobblestone Capital Advisors
New York
$294K
QCM
1663
Quantinno Capital Management
New York
$294K +$16.3K +65 +5%
MWPCG
1664
Measured Wealth Private Client Group
New Hampshire
$293K -$251 -1 -0.1%
NJBEST
1665
New Jersey Better Educational Savings Trust
New Jersey
$293K
HFG
1666
Heron Financial Group
New York
$293K +$752 +3 +0.2%
CWA
1667
Clarity Wealth Advisors
California
$293K +$4.51K +18 +1%
FDCC
1668
Foster Dykema Cabot & Co
Massachusetts
$293K +$95.2K +380 +42%
CIP
1669
Capital Insight Partners
Arizona
$292K -$12.5K -50 -4%
WIA
1670
Westbourne Investment Advisors
Maryland
$292K -$12.5K -50 -4%
PWM
1671
Paulson Wealth Management
Illinois
$292K -$6.51K -26 -2%
CWM
1672
Connecticut Wealth Management
Connecticut
$292K +$11.8K +47 +4%
PCM
1673
Poehling Capital Management
Wisconsin
$291K
SW
1674
SlateStone Wealth
Florida
$291K +$2.5K +10 +0.8%
1WA
1675
180 Wealth Advisors
Washington
$290K -$4.76K -19 -2%