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Name Holding Trade Value Shares
Change
Change in
Stake
CAU
3251
Caxton Associates (UK)
$632K +$610K +1,804 New
BWA
3252
Burt Wealth Advisors
Maryland
$632K
WAM
3253
WFA Asset Management
Wisconsin
$632K +$54.5K +161 +8%
FA
3254
Financial Alternatives
California
$631K -$5.75K -17 -0.9%
FM
3255
Freemont Management
Switzerland
$631K -$67.7K -200 -10%
B
3256
Bellecapital
Switzerland
$630K -$116K -343 -16%
AGP
3257
Autumn Glory Partners
Texas
$630K +$20K +59 +1%
NFP
3258
Narus Financial Partners
Utah
$626K +$49.1K +145 +9%
CL
3259
CVFG LLC
Indiana
$626K +$27.4K +81 +5%
CL
3260
CLG LLC
California
$625K +$338 +1 +0.1%
TCM
3261
TruNorth Capital Management
Michigan
$625K +$546K +1,613 +949%
TWA
3262
Talisman Wealth Advisors
New Jersey
$624K -$3.04K -9 -0.5%
SNPAM
3263
St. Nicholas Private Asset Management
Florida
$622K -$23.7K -70 -4%
IWM
3264
Iams Wealth Management
Nebraska
$622K +$125K +370 +26%
CWA
3265
Consilio Wealth Advisors
Washington
$620K +$26.4K +78 +5%
RFN
3266
Redwood Financial Network
Ohio
$619K +$25K +74 +4%
BAM
3267
Bellevue Asset Management
Washington
$619K -$189K -560 -24%
TRIA
3268
Trail Ridge Investment Advisors
Colorado
$619K -$181K -535 -23%
PFM
3269
Phillips Financial Management
Indiana
$618K +$64.3K +190 +12%
SI
3270
Severin Investments
Missouri
$615K -$11.8K -35 -2%
LBC
3271
Leigh Baldwin & Co
New York
$614K +$677 +2 +0.1%
MFG
3272
Midwest Financial Group
Kansas
$612K +$1.01K +3 +0.2%
PCI
3273
Planning Center Inc
Illinois
$611K
EW
3274
Element Wealth
Mississippi
$610K -$25.4K -75 -4%
LGG
3275
Luts & Greenleigh Group
Maryland
$610K +$13.9K +41 +2%