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Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
1926
Marshall & Sterling Wealth Advisors
New York
$452K -$45.5K -118 -9%
HWA
1927
Heritage Wealth Advisors
Virginia
$451K +$62.4K +162 +16%
FHWM
1928
Fox Hill Wealth Management
Massachusetts
$450K -$99.8K -259 -18%
BOPW
1929
Brandywine Oak Private Wealth
Pennsylvania
$449K
FC
1930
Farringdon Capital
United Kingdom
$448K +$47.8K +124 +12%
JWCA
1931
J.W. Coons Advisors
Ohio
$447K +$17.3K +45 +4%
FSA
1932
Fort Sheridan Advisors
Illinois
$446K -$17.7K -46 -4%
KCP
1933
Kera Capital Partners
California
$445K +$443K +1,150 New
DOA
1934
D'Orazio & Associates
Virginia
$445K +$29.7K +77 +7%
EB
1935
Emprise Bank
Kansas
$442K -$5.39K -14 -1%
WA
1936
Waddell & Associates
Tennessee
$442K +$440K +1,143 New
WPW
1937
Waldron Private Wealth
Pennsylvania
$442K -$13.1K -34 -3%
WAOI
1938
Wealth Advisors of Iowa
Iowa
$441K
PAW
1939
Plan A Wealth
Nebraska
$441K +$439K +1,139 New
RCM
1940
Raleigh Capital Management
North Carolina
$440K +$195K +506 +80%
DIM
1941
DC Investments Management
Virginia
$440K
EFA
1942
Evernest Financial Advisors
Indiana
$439K +$78.2K +203 +22%
KLCM
1943
KG&L Capital Management
Louisiana
$438K -$384K -996 -47%
BIA
1944
Bigelow Investment Advisors
Maine
$438K +$19.3K +50 +5%
CRWM
1945
Castle Rock Wealth Management
California
$437K -$6.55K -17 -1%
OWM
1946
Opes Wealth Management
California
$436K -$50.5K -131 -10%
CWM
1947
Centurion Wealth Management
Virginia
$436K +$7.71K +20 +2%
WOSD
1948
WFA of San Diego
California
$435K +$433K +1,124 New
AC
1949
Apella Capital
Connecticut
$433K +$3.85K +10 +0.9%
LCG
1950
Lakeshore Capital Group
Illinois
$432K +$113K +293 +36%