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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2276
Wade Financial Advisory
California
$244K -$33.4K -78 -11%
OCPWS
2277
One Charles Private Wealth Services
Massachusetts
$244K +$17.6K +41 +7%
BCM
2278
BluePointe Capital Management
California
$244K +$273K +636 New
LSA
2279
L & S Advisors
California
$244K -$5.58K -13 -2%
FC
2280
Financial Council
Maryland
$244K – – –
MGWM
2281
Marks Group Wealth Management
Minnesota
$243K -$1.72K -4 -0.6%
RCM
2282
Raleigh Capital Management
North Carolina
$242K -$184K -428 -40%
BP
2283
BBR Partners
New York
$242K -$66K -154 -20%
ACL
2284
Applied Capital LLC
Florida
$242K -$2.14K -5 -0.8%
WHCI
2285
W.H. Cornerstone Investments
Massachusetts
$242K -$188K -439 -41%
AMCA
2286
Arthur M. Cohen & Associates
Illinois
$242K -$181K -421 -40%
SLA
2287
Silver Lake Advisory
Utah
$241K – – –
ACM
2288
Ascent Capital Management
Oregon
$241K +$5.15K +12 +2%
PW
2289
Pandora Wealth
Illinois
$241K +$269K +628 New
QFA
2290
Quantum Financial Advisors
California
$240K +$18.9K +44 +8%
TCI Wealth Advisors
2291
TCI Wealth Advisors
Arizona
$240K +$429 +1 +0.2%
VFG
2292
Victory Financial Group
Texas
$239K +$271K +632 New
VCM
2293
Vivaldi Capital Management
Illinois
$239K +$30.4K +71 +13%
OAM
2294
Occidental Asset Management
California
$239K +$267K +622 New
Aviso Financial
2295
Aviso Financial
Ontario, Canada
$237K -$17.6K -41 -6%
FPGK
2296
Financial Partners Group (Kansas)
Kansas
$237K -$82.8K -193 -24%
ML
2297
McAdam LLC
Pennsylvania
$237K +$22.3K +52 +9%
AWA
2298
Acorn Wealth Advisors
Michigan
$236K -$19.7K -46 -7%
OWA
2299
Octavia Wealth Advisors
Ohio
$236K -$8.15K -19 -3%
TC
2300
Truvestments Capital
Florida
$236K -$212K -494 -45%