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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3401
Insight Advisors
Pennsylvania
$627K -$88.6K -276 -13%
RB
3402
Rodgers Brothers
Pennsylvania
$625K – – –
NC
3403
NewSquare Capital
Pennsylvania
$625K +$253K +787 +76%
WI
3404
WBI Investments
New Jersey
$625K +$114K +356 +24%
TA
3405
Tactive Advisors
Florida
$624K -$160K -498 -21%
AWA
3406
ARQ Wealth Advisors
Arizona
$623K +$52.3K +163 +10%
NIWA
3407
New Insight Wealth Advisors
California
$623K -$28.6K -89 -5%
LW
3408
Livet Wealth
Utah
$621K +$3.21K +10 +0.6%
IAG
3409
Investmark Advisory Group
Connecticut
$620K +$5.46K +17 +0.9%
IF
3410
Integrity Financial
Wyoming
$620K -$289K -900 -33%
AGA
3411
Arch Global Advisors
New York
$620K +$1.28K +4 +0.2%
FWM
3412
Fonville Wealth Management
Virginia
$619K +$44.6K +139 +8%
OCWP
3413
Owl Creek Wealth Partners
Colorado
$619K +$75.4K +235 +15%
FWP
3414
Firethorn Wealth Partners
Georgia
$618K +$104K +325 +22%
FC
3415
FCA Corp
Texas
$617K – – –
GAM
3416
GEM Asset Management
Michigan
$615K -$517K -1,610 -47%
EFG
3417
Embree Financial Group
Illinois
$615K +$4.82K +15 +0.8%
CM
3418
Cercano Management
Washington
$613K -$24.3M -75,651 -98%
HIS
3419
Harvest Investment Services
Illinois
$613K +$28.6K +89 +5%
SFG
3420
Seamount Financial Group
Colorado
$612K +$24.4K +76 +4%
TRIA
3421
Trail Ridge Investment Advisors
Colorado
$610K -$28.3K -88 -5%
DI
3422
Disciplined Investors
Texas
$610K -$17.3K -54 -3%
NWMG
3423
National Wealth Management Group
Ohio
$609K -$55.9K -174 -9%
FSA
3424
Financial Security Advisor
Virginia
$607K -$2.57K -8 -0.4%
MHR
3425
Matthew Hamilton Rosenberg
$606K +$38.5K +120 +7%
135 136
137
138 139