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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3326
Outlook Wealth Advisors
Texas
$4.47M -$391K -2,116 -8%
RAM
3327
Roanoke Asset Management
New Jersey
$4.46M +$9.23K +50 +0.2%
MRWM
3328
ML&R Wealth Management
Texas
$4.46M -$322K -1,742 -7%
SRSA
3329
S.R. Schill & Associates
Washington
$4.46M -$23.1K -125 -0.5%
RG
3330
Retirement Group
California
$4.46M -$47.3K -256 -1%
EWA
3331
ERTS Wealth Advisors
Michigan
$4.46M -$134K -726 -3%
LA
3332
Lifeworks Advisors
Michigan
$4.45M -$1.31M -7,077 -23%
UWPG
3333
Ullmann Wealth Partners Group
Florida
$4.45M +$591K +3,202 +16%
FCG
3334
Financial Connections Group
California
$4.43M -$59.6K -323 -1%
RWI
3335
Red Wave Investments
Pennsylvania
$4.43M -$2.03K -11 -0%
NJBEST
3336
New Jersey Better Educational Savings Trust
New Jersey
$4.41M
WAM
3337
Walker Asset Management
Missouri
$4.41M +$415K +2,250 +11%
4WM
3338
49 Wealth Management
Texas
$4.41M +$4.23M +22,892 New
OIS
3339
Okabena Investment Services
Minnesota
$4.4M +$4.18M +22,665 +13,026%
AWC
3340
Adamsbrown Wealth Consultants
Kansas
$4.39M +$5.72K +31 +0.1%
NFA
3341
Northern Financial Advisors
Michigan
$4.39M -$2.24M -12,150 -35%
EPW
3342
Evergreen Private Wealth
Colorado
$4.38M +$4.2M +22,751 New
CSWM
3343
Cassady Schiller Wealth Management
Ohio
$4.38M -$43.8K -237 -1%
Fuller & Thaler Asset Management
3344
Fuller & Thaler Asset Management
California
$4.38M +$845K +4,575 +25%
APM
3345
Advanced Portfolio Management
New York
$4.38M -$57.8K -313 -1%
HH
3346
HWG Holdings
Texas
$4.38M -$833K -4,514 -17%
BHWM
3347
Beaird Harris Wealth Management
Texas
$4.37M +$411K +2,228 +11%
V
3348
ValueWorks
New York
$4.36M -$106K -575 -2%
CHA
3349
Cooper/Haims Advisors
New York
$4.36M -$206K -1,114 -5%
WCM
3350
Windsor Capital Management
Arizona
$4.34M -$29.7K -161 -0.7%