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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1626
Strategic Family Wealth Counselors
New Jersey
$399K +$8.01K +47 +2%
CFG
1627
Cooper Financial Group
California
$398K +$55.4K +325 +17%
HWA
1628
HCR Wealth Advisors
California
$397K -$85.9K -504 -18%
AWM
1629
AAF Wealth Management
Massachusetts
$397K – – –
CTC
1630
Central Trust Company
Missouri
$396K -$99.5K -584 -20%
PSP
1631
Principal Street Partners
Tennessee
$395K -$107K -627 -22%
ST
1632
Spinnaker Trust
Maine
$394K +$387K +2,271 New
BOPW
1633
Brandywine Oak Private Wealth
Pennsylvania
$394K – – –
JSAM
1634
J. Safra Asset Management
New York
$391K +$140K +823 +60%
SWM
1635
Stockman Wealth Management
Montana
$391K -$149K -877 -28%
LFS
1636
Legacy Financial Strategies
Kansas
$389K +$153K +899 +67%
BCG
1637
Breakwater Capital Group
New Jersey
$388K +$6.3K +37 +2%
BLC
1638
Brown, Lisle/Cummings
Rhode Island
$387K – – –
SWA
1639
Sax Wealth Advisors
New Jersey
$386K -$10.9K -64 -3%
CCA
1640
Cottonwood Capital Advisors
Utah
$385K -$2.21K -13 -0.6%
GC
1641
GFG Capital
Florida
$382K -$129K -755 -14%
CIS
1642
Custom Index Systems
New York
$382K -$17.9K -105 -5%
CAI
1643
Capital Advisors Inc
Oklahoma
$382K -$109K -641 -23%
DIM
1644
Delta Investment Management
California
$379K +$682 +4 +0.2%
AWAU
1645
Alliance Wealth Advisors (Utah)
Utah
$379K +$37.3K +219 +11%
SB
1646
Strategic Blueprint
Georgia
$378K -$26.6K -156 -7%
SCP
1647
Stevens Capital Partners
Nebraska
$377K -$2.04K -12 -0.6%
C
1648
Certuity
Florida
$375K +$71.9K +422 +24%
CW
1649
Channel Wealth
California
$374K -$17.9K -105 -5%
IWP
1650
Invenio Wealth Partners
Florida
$373K – – –