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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
2701
Private Wealth Asset Management
Iowa
$307K -$68.8K -200 -18%
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$307K +$5.85K +17 +2%
CPA
2703
Cathy Pareto & Associates
Florida
$306K +$12K +35 +4%
TPWA
2704
TRUE Private Wealth Advisors
Oregon
$305K -$21K -61 -6%
CA
2705
Commerce Advisors
Tennessee
$305K +$310K +902 New
FCM
2706
Family Capital Management
Michigan
$304K -$4.13K -12 -1%
RRA
2707
Round Rock Advisors
Connecticut
$304K +$27.9K +81 +10%
CIS
2708
Connors Investor Services
Pennsylvania
$304K +$310K +900 New
BMCM
2709
Bryn Mawr Capital Management
Pennsylvania
$304K -$171K -498 -36%
SAM
2710
Strategy Asset Managers
California
$303K -$17.9K -52 -5%
JC
2711
JM2 Capital
Oklahoma
$303K +$17.6K +51 +6%
CPG
2712
Cornerstone Planning Group
New Jersey
$303K +$16.5K +48 +7%
SWASL
2713
Spartan Wealth Advisory Services LLC
Michigan
$301K +$307K +892 New
SP
2714
Symmetry Partners
Connecticut
$301K +$306K +890 New
TPA
2715
Trivium Point Advisory
Connecticut
$300K -$104K -303 -25%
WMA
2716
Wealth Management Associates
New Jersey
$300K +$31.3K +91 +11%
LAM
2717
L2 Asset Management
Massachusetts
$300K +$306K +888 New
WG
2718
Wealth Group
North Carolina
$300K
BCP
2719
Berkeley Capital Partners
Georgia
$300K +$12.4K +36 +4%
KFP
2720
Kerr Financial Planning
California
$300K -$3.1K -9 -1%
GSWA
2721
Good Steward Wealth Advisors
Tennessee
$298K -$24.4K -71 -7%
FWP
2722
Forefront Wealth Partners
Texas
$298K +$2.06K +6 +0.7%
DA
2723
Dash Acquisitions
California
$297K -$172K -500 -38%
FFC
2724
Frederick Financial Consultants
Maryland
$297K +$60.2K +175 +25%
MAG
2725
M3 Advisory Group
Massachusetts
$297K +$1.03K +3 +0.3%