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Name Holding Trade Value Shares
Change
Change in
Stake
AGC
3276
August Group Capital
$224K -$51.5K -127 -21%
FA
3277
Financial Alternatives
California
$223K +$190K +467 New
UIA
3278
Ulland Investment Advisors
Minnesota
$223K – – –
GWA
3279
Geometric Wealth Advisors
District of Columbia
$223K +$189K +466 New
LFG
3280
Leverty Financial Group
Wisconsin
$223K +$189K +466 New
S
3281
ShariaPortfolio
Florida
$222K -$61.7K -152 -25%
GFA
3282
Godfrey Financial Associates
New York
$222K – – –
EBA
3283
Eagle Bay Advisors
New York
$222K +$188K +464 New
CWA
3284
Centennial Wealth Advisory
Michigan
$221K +$188K +463 New
MCM
3285
Marathon Capital Management
Maryland
$221K +$187K +462 New
JFA
3286
JNBA Financial Advisors
Minnesota
$220K +$16.6K +41 +10%
CCM
3287
Cutler Capital Management
Massachusetts
$220K +$2.44K +6 +1%
TWD
3288
True Wealth Design
Ohio
$220K +$2.44K +6 +1%
SWM
3289
Seaside Wealth Management
California
$220K +$187K +461 New
SFP
3290
SwitchPoint Financial Planning
Utah
$220K +$187K +461 New
BTW
3291
Boston Trust Walden
Massachusetts
$220K +$187K +460 New
FWA
3292
FOCUS Wealth Advisors
Texas
$220K +$187K +460 New
LF
3293
Lantz Financial
Illinois
$220K +$187K +460 New
MWM
3294
Momentous Wealth Management
Washington
$220K +$187K +460 New
ACA
3295
American Capital Advisory
Idaho
$219K – – –
BOSSRA
3296
B.O.S.S. Retirement Advisors
Utah
$219K +$186K +459 New
AWMI
3297
Aegis Wealth Management (Iowa)
Iowa
$218K +$185K +457 New
CCAL
3298
City Center Advisors LLC
Michigan
$218K +$185K +456 New
WFS
3299
WealthGarden F.S.
California
$217K +$185K +455 New
ICMM
3300
Integrated Capital Management (Michigan)
Michigan
$217K -$74.7K -184 -29%