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Name Holding Trade Value Shares
Change
Change in
Stake
SRA
2201
Secured Retirement Advisors
Minnesota
$408K +$112K +2,595 +39%
SPWM
2202
Spartan Planning & Wealth Management
North Carolina
$407K +$181K +4,192 +83%
RZH
2203
Relyea Zuckerberg Hanson
Connecticut
$407K -$43.2K -997 -10%
S
2204
Sachetta
Massachusetts
$406K +$49.1K +1,135 +14%
BBI
2205
Baxter Bros Inc
Connecticut
$404K +$38.7K +895 +11%
KSWA
2206
Kathleen S. Wright Associates
Pennsylvania
$403K -$6.02K -139 -1%
QC
2207
Quent Capital
New York
$403K +$29K +670 +8%
BAG
2208
Bridgewealth Advisory Group
California
$403K +$24.8K +574 +7%
FA
2209
Freestate Advisors
Kansas
$401K +$87 +2 +0%
Jacobs Levy Equity Management
2210
Jacobs Levy Equity Management
New Jersey
$401K -$16.4M -378,676 -98%
SGI
2211
Summit Global Investments
Utah
$401K +$736 +17 +0.2%
AFWM
2212
Abich Financial Wealth Management
Virginia
$400K +$394K +9,107 New
CFA
2213
Capstone Financial Advisors
Illinois
$400K +$3.64K +84 +0.9%
CCC
2214
Chelsea Counsel Company
California
$398K -$21.2K -489 -5%
CRWM
2215
Castle Rock Wealth Management
California
$398K +$1.56K +36 +0.4%
OP
2216
ORG Partners
Indiana
$398K +$32.2K +745 +9%
GKWIM
2217
Gerber Kawasaki Wealth & Investment Management
California
$397K +$70.1K +1,619 +22%
WF
2218
Wayfinding Financial
Washington
$397K -$2.9K -67 -0.7%
WTA
2219
Washington Trust Advisors
Massachusetts
$397K +$11.2K +258 +3%
WIA
2220
Wetzel Investment Advisors
Indiana
$396K -$15.8K -364 -4%
HA
2221
Huntleigh Advisors
Missouri
$395K +$13.1K +303 +3%
TC
2222
TFR Capital
Texas
$393K -$4.2K -97 -1%
SFG
2223
Socha Financial Group
New York
$392K
YLHM
2224
Yelin Lapidot Holdings Management
Israel
$392K -$61.4K -1,419 -14%
DWM
2225
Darwin Wealth Management
Florida
$391K +$2.64K +61 +0.7%