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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3476
Strategies Wealth Advisors
Michigan
$477K -$111K -906 -19%
GA
3477
Goldstein Advisors
Wisconsin
$476K +$47.3K +385 +11%
GKIM
3478
GW&K Investment Management
Massachusetts
$476K +$10.9K +89 +2%
TRIA
3479
Trail Ridge Investment Advisors
Colorado
$475K +$26.4K +215 +6%
CHA
3480
Cooper/Haims Advisors
New York
$475K +$175K +1,425 +59%
HFS
3481
Hoge Financial Services
Pennsylvania
$475K -$33K -269 -7%
MAM
3482
Marquette Asset Management
Minnesota
$474K +$16.8K +137 +4%
IA
3483
IMZ Advisory
Florida
$474K +$982 +8 +0.2%
CNTOF
3484
Canandaigua National Trust of Florida
New York
$474K -$24.6K -200 -5%
SRPTWM
3485
Split Rock Private Trading & Wealth Management
Minnesota
$473K -$135K -1,100 -22%
GFWA
3486
Grey Fox Wealth Advisors
Delaware
$472K +$38.8K +316 +9%
WA
3487
Winter & Associates
Minnesota
$471K +$491 +4 +0.1%
RA
3488
Riverstone Advisors
Texas
$471K +$71.9K +586 +18%
AAM
3489
Austin Asset Management
Texas
$471K +$1.35K +11 +0.3%
C1AG
3490
Client 1st Advisory Group
Florida
$471K +$18.4K +150 +4%
FSA
3491
Financial Sense Advisors
California
$471K +$123 +1 +0%
WIA
3492
Westbourne Investment Advisors
Maryland
$469K -$2.46K -20 -0.5%
CFO
3493
Custos Family Office
Texas
$469K -$32.7K -266 -7%
CWA
3494
Centerline Wealth Advisors
Kentucky
$468K -$26.5K -216 -5%
AGP
3495
Autumn Glory Partners
Texas
$467K -$965K -7,858 -68%
WW
3496
Wright Wealth
Georgia
$467K -$68.5K -558 -13%
MFT
3497
Moisand Fitzgerald Tamayo
Florida
$466K
FSG
3498
Financial Strategies Group
Michigan
$466K -$69.2K -564 -13%
MCM
3499
Mill Capital Management
North Carolina
$466K
SFG
3500
Southern Financial Group
Alabama
$465K -$34.5K -281 -7%