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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2076
Security Asset Management
New York
$438K -$11.2K -285 -2%
CF
2077
Copperwynd Financial
Arizona
$436K +$71.6K +1,816 +19%
RAM
2078
Roanoke Asset Management
New Jersey
$436K – – –
AA
2079
Alta Advisers
United Kingdom
$436K – – –
SFC
2080
Strategic Financial Concepts
Texas
$435K +$441K +11,181 New
CWC
2081
Carolinas Wealth Consulting
North Carolina
$433K +$10.8K +275 +0.6%
ME
2082
McIlrath & Eck
Washington
$432K +$9.62K +244 +2%
SFG
2083
Sowa Financial Group
Rhode Island
$432K -$5.96K -151 -1%
C
2084
Certuity
Florida
$431K +$6.11K +155 +1%
CAG
2085
Crestwood Advisors Group
Massachusetts
$431K -$96.3K -2,443 -18%
FPCG
2086
Fort Pitt Capital Group
Pennsylvania
$430K -$3.27M -82,886 -88%
MAWCM
2087
Mine & Arao Wealth Creation & Management
California
$429K +$145K +3,689 +50%
FI
2088
Financial Insights
Washington
$428K +$434K +10,993 New
CFS
2089
CRA Financial Services
New Jersey
$427K +$24.4K +618 +6%
P
2090
&Partners
Tennessee
$426K -$67.7K -1,717 -14%
SPWM
2091
Schrum Private Wealth Management
Florida
$425K +$986 +25 +0.2%
SAA
2092
Southeast Asset Advisors
Georgia
$423K -$40.3K -1,023 -9%
OFS
2093
Oldfather Financial Services
Nebraska
$423K +$429K +10,877 New
SCA
2094
Southern Capital Advisors
Tennessee
$422K +$87.7K +2,225 +26%
DJYG
2095
David J. Yvars Group
Florida
$422K – – –
BAG
2096
Bridgewealth Advisory Group
California
$420K +$5.92K +150 +1%
AAS
2097
Annex Advisory Services
Wisconsin
$420K -$33.9K -859 -7%
HI
2098
Human Investing
Oregon
$420K -$163K -4,130 -28%
CBFP
2099
Cedar Brook Financial Partners
Ohio
$419K -$34.9K -886 -8%
PGAM
2100
Princeton Global Asset Management
New Jersey
$419K +$120K +3,043 +39%