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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
2801
Strategic Financial Concepts
Texas
$423K -$246K -605 -41%
SWTS
2802
Stonehaven Wealth & Tax Solutions
Wisconsin
$422K +$18.3K +45 +5%
MAG
2803
M3 Advisory Group
Massachusetts
$420K – – –
AMPWP
2804
Alvarez & Marsal Private Wealth Partners
Florida
$420K +$46.7K +115 +15%
ODFS
2805
O'Donnell Financial Services
California
$419K +$40.6K +100 +13%
SIA
2806
Sovereign Investment Advisors
Arizona
$419K – – –
PAMP
2807
Polar Asset Management Partners
Ontario, Canada
$418K -$34.5M -85,118 -99%
AA
2808
Aufman Associates
Pennsylvania
$415K -$64.9K -160 -16%
FLP
2809
Financial Life Planners
Arizona
$410K +$29.6K +73 +9%
PFM
2810
Phillips Financial Management
Indiana
$409K +$7.3K +18 +2%
KAM
2811
Knightsbridge Asset Management
California
$408K +$50.7K +125 +17%
RCA
2812
Runnymede Capital Advisors
Ohio
$407K -$59.7K -147 -15%
OAM
2813
Oak Asset Management
California
$406K – – –
LIA
2814
Lynx Investment Advisory
District of Columbia
$405K -$2.84K -7 -0.8%
WF
2815
WinCap Financial
Massachusetts
$405K -$12.2K -30 -3%
AIA
2816
Aventus Investment Advisors
Florida
$404K -$135K -333 -28%
FWP
2817
Forefront Wealth Partners
Texas
$404K -$14.6K -36 -4%
MFWP
2818
Mosaic Family Wealth Partners
Missouri
$404K +$343K +846 New
UWM
2819
USAdvisors Wealth Management
Minnesota
$404K +$1.22K +3 +0.4%
FFC
2820
Frederick Financial Consultants
Maryland
$400K -$17K -42 -5%
LFA
2821
Laraway Financial Advisors
Minnesota
$400K – – –
PPWM
2822
Paragon Private Wealth Management
Kentucky
$399K -$143K -353 -30%
IAG
2823
Investment Advisory Group
Massachusetts
$399K +$406 +1 +0.1%
NRG
2824
Nemes Rush Group
Michigan
$397K +$4.87K +12 +1%
GSWA
2825
Good Steward Wealth Advisors
Tennessee
$397K -$21.1K -52 -6%