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Name Holding Trade Value Shares
Change
Change in
Stake
RF
2826
Roxbury Financial
New Jersey
$397K +$812 +2 +0.2%
EP
2827
EPIQ Partners
Minnesota
$395K -$56.4K -139 -14%
DA
2828
Drake & Associates
Wisconsin
$395K +$10.6K +26 +3%
GCA
2829
Gallagher Capital Advisors
Texas
$395K +$30K +74 +10%
TPWA
2830
TRUE Private Wealth Advisors
Oregon
$395K -$30.4K -75 -8%
TCM
2831
Triumph Capital Management
Colorado
$394K +$60.9K +150 +22%
RMAM
2832
Raab & Moskowitz Asset Management
New Jersey
$394K -$3.25K -8 -1%
JPLA
2833
Joseph P. Lucia & Associates
New York
$393K +$32.5K +80 +11%
ABWM
2834
Alpine Bank Wealth Management
Colorado
$393K -$15.4K -38 -4%
EGWAG
2835
Elwood & Goetz Wealth Advisory Group
Georgia
$393K -$2.03K -5 -0.6%
CFGW
2836
Chancellor Financial Group WB
Pennsylvania
$391K +$812 +2 +0.2%
HCWM
2837
Hidden Cove Wealth Management
Washington
$391K +$16.6K +41 +5%
LA
2838
Lifeworks Advisors
Michigan
$390K +$19.5K +48 +6%
BCP
2839
Berkeley Capital Partners
Georgia
$389K -$29.2K -72 -8%
SFS
2840
Summit Financial Strategies
Ohio
$388K -$17.9K -44 -5%
CAWM
2841
Capital Advisors Wealth Management
Washington
$388K +$53.6K +132 +19%
CCA
2842
Cora Capital Advisors
New Jersey
$387K +$34.5K +85 +12%
NSIM
2843
North Star Investment Management
Illinois
$386K +$32.9K +81 +11%
CAM
2844
Capco Asset Management
Florida
$386K – – –
WFM
2845
Wolff Financial Management
Michigan
$386K – – –
SFG
2846
Sovereign Financial Group
Connecticut
$386K -$6.09K -15 -2%
WIA
2847
Westbourne Investment Advisors
Maryland
$385K – – –
TC
2848
Trilogy Capital
California
$384K +$22.7K +56 +7%
IW
2849
Imprint Wealth
South Carolina
$384K -$121K -298 -27%
SWM
2850
Scissortail Wealth Management
Oklahoma
$383K +$4.06K +10 +1%