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Name Holding Trade Value Shares
Change
Change in
Stake
6F
2326
626 Financial
Michigan
$356K +$324K +2,533 New
FFS
2327
Founders Financial Securities
Maryland
$355K +$128 +1 +0%
HWM
2328
Hemington Wealth Management
Virginia
$354K +$122K +957 +42%
EWA
2329
Encompass Wealth Advisors
Oregon
$353K – – –
OWM
2330
Opes Wealth Management
California
$352K – – –
LFG
2331
Lazard Frères Gestion
France
$351K – – –
RWI
2332
Red Wave Investments
Pennsylvania
$351K – – –
OL
2333
Optas LLC
Texas
$351K +$512 +4 +0.2%
BFC
2334
Bedel Financial Consulting
Indiana
$351K +$9.86K +77 +3%
SW
2335
SkyOak Wealth
Michigan
$350K – – –
SIA
2336
Sage Investment Advisers
New York
$350K +$318K +2,484 New
FSA
2337
Fort Sheridan Advisors
Illinois
$349K -$13.7K -107 -4%
JWA
2338
JFS Wealth Advisors
Pennsylvania
$349K +$1.54K +12 +0.5%
RCC
2339
Red Cedar Capital
Nebraska
$348K – – –
CA
2340
CapWealth Advisors
Tennessee
$348K +$316K +2,471 New
SICM
2341
Sustainable Insight Capital Management
New York
$346K -$8.4M -65,644 -96%
Cohen & Steers
2342
Cohen & Steers
New York
$346K – – –
LA
2343
LexAurum Advisors
Kansas
$345K -$22K -172 -7%
WFA
2344
WestHill Financial Advisors
California
$344K – – –
WCP
2345
Wick Capital Partners
Pennsylvania
$344K +$312K +2,441 New
SEP
2346
Southland Equity Partners
Missouri
$344K +$1.15K +9 +0.4%
FMN
2347
Financial Management Network
California
$343K +$384 +3 +0.1%
WA
2348
Waddell & Associates
Tennessee
$342K -$21.4K -167 -6%
IWN
2349
Independent Wealth Network
Iowa
$342K +$640 +5 +0.2%
BWA
2350
Bordeaux Wealth Advisors
California
$342K +$311K +2,431 New