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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1701
TriaGen Wealth Management
California
$2.16M -$85.3K -246 -5%
Martel Wealth Advisors
1702
Martel Wealth Advisors
Washington
$2.16M -$46.8K -135 -3%
SWA
1703
Strategies Wealth Advisors
Michigan
$2.15M +$522K +1,504 +45%
FAG
1704
Fortitude Advisory Group
Washington
$2.15M -$111K -319 -6%
AWM
1705
Act Wealth Management
Texas
$2.15M -$200K -578 -11%
FOA
1706
Five Oceans Advisors
California
$2.15M -$30.2K -87 -2%
HAG
1707
HF Advisory Group
Maryland
$2.14M – – –
CA
1708
Crumly & Associates
Illinois
$2.14M +$110K +316 +7%
Integrated Quantitative Investments
1709
Integrated Quantitative Investments
Washington
$2.14M +$1.26M +3,623 +307%
TGAM
1710
TBH Global Asset Management
Tennessee
$2.13M -$26K -75 -2%
CSB
1711
City State Bank
Iowa
$2.12M +$103K +297 +7%
SFS
1712
Searcy Financial Services
Kansas
$2.12M +$10.8K +31 +0.7%
BF
1713
Baring Financial
Washington
$2.12M -$233K -671 -12%
MCF Advisors
1714
MCF Advisors
Kentucky
$2.11M +$40.9K +118 +3%
True North Advisors
1715
True North Advisors
Texas
$2.11M +$231K +666 +16%
Ascent Wealth Partners
1716
Ascent Wealth Partners
New York
$2.1M +$694 +2 +0%
SN
1717
Sittner & Nelson
Oregon
$2.1M – – –
WSFG
1718
Wall Street Financial Group
Illinois
$2.1M +$361K +1,041 +28%
WPW
1719
Watershed Private Wealth
Illinois
$2.1M – – –
MWA
1720
Motive Wealth Advisors
Michigan
$2.1M +$16K +46 +1%
MWM
1721
MFG Wealth Management
Indiana
$2.1M -$1.36M -3,924 -45%
PA
1722
Paragon Advisors
Texas
$2.1M -$1.5M -4,334 -48%
Hennion & Walsh Asset Management
1723
Hennion & Walsh Asset Management
New Jersey
$2.1M +$30.2K +87 +2%
JF
1724
Joule Financial
Kentucky
$2.09M -$16.6K -48 -1%
SFP
1725
Sandbox Financial Partners
Maryland
$2.09M -$743K -2,142 -31%