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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2801
SOA Wealth Advisors
New York
$675K -$21.4K -52 -0.6%
UWM
2802
Urban Wealth Management
California
$675K -$105K -255 -12%
TP
2803
Tranquility Partners
Tennessee
$673K
LWMI
2804
Legacy Wealth Management (Idaho)
Idaho
$673K +$238K +577 +47%
AFM
2805
Aspetuck Financial Management
Connecticut
$673K +$4.53K +11 +0.6%
LWM
2806
LongView Wealth Management
Georgia
$672K -$79.5K -193 -9%
FCB
2807
First County Bank
Connecticut
$671K +$18.1K +44 +2%
HBW
2808
Hazlett, Burt & Watson
West Virginia
$671K +$101K +246 +16%
KIC
2809
Kensington Investment Counsel
California
$670K +$364K +883 +96%
RCM
2810
Requisite Capital Management
Texas
$670K +$411K +997 +124%
PPG
2811
Peak Planning Group
Colorado
$669K -$16.5K -40 -2%
TIAA Trust, National Association
2812
TIAA Trust, National Association
North Carolina
$669K -$47.8M -116,013 -98%
SF
2813
Seros Financial
Arizona
$667K -$61.8K -150 -8%
CWA
2814
CM Wealth Advisors
Ohio
$667K -$53.6K -130 -7%
PAI
2815
Pittenger & Anderson Inc
Nebraska
$667K +$210K +510 +40%
SIA
2816
SGL Investment Advisors
Montana
$665K -$11.5K -28 -2%
SFS
2817
Sunrise Financial Services
Washington
$664K
RIM
2818
RW Investment Management
Idaho
$664K +$736K +1,786 New
ACM
2819
Anfield Capital Management
California
$663K +$364K +884 +98%
PCG
2820
PFC Capital Group
California
$662K
IP
2821
Investment Partners
Ohio
$661K -$43.3K -105 -6%
WW
2822
Windle Wealth
Oklahoma
$660K +$16.9K +41 +2%
C1AG
2823
Client 1st Advisory Group
Florida
$660K -$248K -601 -25%
AFM
2824
Abbot Financial Management
Massachusetts
$659K
RC
2825
Resolute Capital
South Carolina
$659K +$412 +1 +0.1%