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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1851
Fragasso Financial Advisors
Pennsylvania
$690K -$34.5K -828 -5%
SIS
1852
Sound Income Strategies
Florida
$690K +$62K +1,489 +11%
NAG
1853
Northstar Advisory Group
New Jersey
$688K +$5.54K +133 +0.9%
RCA
1854
Resonant Capital Advisors
Wisconsin
$687K +$53.5K +1,284 +9%
MC
1855
Mathes Company
New York
$687K
RC
1856
RBO & Co
California
$687K +$630K +15,137 New
WPW
1857
Waldron Private Wealth
Pennsylvania
$684K -$413K -9,929 -40%
PWM
1858
Palacios Wealth Management
Florida
$684K -$32.7K -785 -5%
MWM
1859
MOKAN Wealth Management
Kansas
$682K +$12.5K +301 +2%
RF
1860
Rossby Financial
Florida
$679K +$74.7K +1,795 +12%
Jennison Associates
1861
Jennison Associates
New York
$679K -$30M -719,578 -98%
GFG
1862
Greenberg Financial Group
Arizona
$678K +$562K +13,511 New
SFWC
1863
Strategic Family Wealth Counselors
New Jersey
$677K +$99.9K +2,400 +19%
VAG
1864
VisionPoint Advisory Group
Texas
$676K +$129K +3,094 +26%
SIA
1865
Schechter Investment Advisors
Michigan
$675K +$87.7K +2,107 +16%
RIA
1866
Realta Investment Advisors
Delaware
$675K -$96.1K -2,309 -13%
BCG
1867
Breakwater Capital Group
New Jersey
$673K +$257K +6,168 +71%
TFA
1868
Transamerica Financial Advisors
Florida
$673K +$616K +14,790 +52,821%
MWM
1869
Mascoma Wealth Management
New Hampshire
$673K -$42.8K -1,027 -6%
CPBTD
1870
Central Pacific Bank - Trust Division
Hawaii
$672K +$149K +3,574 +32%
CL
1871
COWA LLC
Oklahoma
$672K -$48.3K -1,160 -7%
RFA
1872
Rollins Financial Advisors
New York
$671K +$264K +6,344 +75%
YIM
1873
Yoffe Investment Management
Pennsylvania
$671K +$167 +4 +0%
FCAS
1874
First Command Advisory Services
Texas
$670K -$149K -3,589 -20%
PCM
1875
Palisade Capital Management
New Jersey
$670K