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Name Holding Trade Value Shares
Change
Change in
Stake
NA
2501
Nottingham Advisors
New York
$318K -$60.2K -1,014 -16%
NED
2502
Nancy E. Dempze
$318K
LWPC
2503
Legacy Wealth Partners (California)
California
$316K -$1.01K -17 -0.3%
AWMG
2504
Alliance Wealth Management Group
New Jersey
$315K +$79.3K +1,336 +33%
RZH
2505
Relyea Zuckerberg Hanson
Connecticut
$313K -$1.31K -22 -0.4%
APW
2506
Acima Private Wealth
Virginia
$313K
RVPG
2507
Relative Value Partners Group
$313K +$11.9K +200 +4%
IMOV
2508
Investment Management of Virginia
Virginia
$313K +$37.1K +625 +13%
NWA
2509
New World Advisors
Massachusetts
$312K +$17.8K +300 +6%
CG
2510
Clarus Group
Texas
$311K +$341K +5,734 New
ACM
2511
AUA Capital Management
Pennsylvania
$309K -$238 -4 -0.1%
MAA
2512
Mraz Amerine & Associates
California
$306K
SRCM
2513
Swift Run Capital Management
Virginia
$306K
ECM
2514
EagleClaw Capital Management
Massachusetts
$305K -$114K -1,915 -27%
JF
2515
Jump Financial
Illinois
$305K +$308K +5,194 New
MAM
2516
MMA Asset Management
Pennsylvania
$305K +$309K +5,199 New
BCA
2517
Biltmore Capital Advisors
New Jersey
$304K -$3.44K -58 -1%
SSA
2518
South Street Advisors
New York
$304K +$101K +1,700 +49%
CWA
2519
Clearview Wealth Advisors
Oregon
$304K +$307K +5,170 New
FMN
2520
Financial Management Network
California
$304K +$315K +5,301 New
CWM
2521
Campbell Wealth Management
Virginia
$303K -$27.4K -461 -8%
AO
2522
Advisor OS
Illinois
$302K -$49.7K -836 -14%
LIM
2523
Lathrop Investment Management
Arkansas
$302K +$15.4K +260 +5%
LWP
2524
Lumature Wealth Partners
Georgia
$302K +$305K +5,142 New
WFPG
2525
Waller Financial Planning Group
Ohio
$301K -$71.2K -1,199 -19%