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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2351
Outlook Wealth Advisors
Texas
$636K -$124K -591 -16%
SFG
2352
Summit Financial Group
West Virginia
$634K
AWP
2353
Accretive Wealth Partners
New Jersey
$634K +$79.1K +376 +14%
CA
2354
Continuum Advisory
Idaho
$632K -$1M -4,761 -63%
ME
2355
McIlrath & Eck
Washington
$632K -$48.4K -230 -7%
FBC
2356
Fairfield, Bush & Co
Connecticut
$632K
LJAC
2357
L.J. Altfest & Co
New York
$631K +$842 +4 +0.1%
PP
2358
PDS Planning
Ohio
$631K +$68K +323 +12%
IA
2359
IFG Advisory
Georgia
$629K +$29K +138 +5%
LIG
2360
Lokken Investment Group
Delaware
$627K -$63.4K -301 -9%
D
2361
Diversified
Delaware
$626K +$1.47K +7 +0.2%
KCM
2362
Kathmere Capital Management
Pennsylvania
$626K +$25.5K +121 +4%
HIC
2363
Harvey Investment Company
Kentucky
$623K
EWM
2364
EPG Wealth Management
Georgia
$623K +$56.2K +267 +10%
SIGI
2365
Susquehanna International Group (Ireland)
Ireland
$622K +$405K +1,924 +190%
RZH
2366
Relyea Zuckerberg Hanson
Connecticut
$621K +$37.5K +178 +7%
WIC
2367
Whitegate Investment Counselors
New Hampshire
$618K -$40K -190 -6%
SG Americas Securities
2368
SG Americas Securities
New York
$616K -$284K -1,351 -32%
MPW
2369
Monterey Private Wealth
California
$614K -$18.5K -88 -3%
HCM
2370
Huber Capital Management
California
$614K
VA
2371
Valmark Advisers
Ohio
$614K +$52.8K +251 +9%
SDWMA
2372
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$366K +1,739 +150%
BFPW
2373
BOK Financial Private Wealth
Colorado
$612K +$72K +342 +13%
CRCM
2374
Corbett Road Capital Management
Virginia
$611K -$66.7K -317 -10%
LWM
2375
Liberty Wealth Management
California
$611K