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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1826
Alethea Capital Management
Washington
$377K -$49K -200 -11%
TFCP
1827
Twin Focus Capital Partners
Massachusetts
$377K – – –
WFA
1828
West Financial Advisors
Iowa
$377K – – –
PDM
1829
Penn Davis McFarland
Texas
$375K +$1.72K +7 +0.5%
PWAG
1830
Polaris Wealth Advisory Group
California
$375K +$10.3K +42 +3%
CFA
1831
CWS Financial Advisors
Michigan
$374K – – –
IWA
1832
IVC Wealth Advisors
Pennsylvania
$374K +$2.94K +12 +0.8%
NRS
1833
Neville Rodie & Shaw
New York
$373K – – –
RFA
1834
Resurgent Financial Advisors
Georgia
$373K +$18.9K +77 +5%
FTC
1835
Farmers Trust Company
Ohio
$372K -$2.21K -9 -0.6%
GWANC
1836
Guardian Wealth Advisors (North Carolina)
North Carolina
$372K +$113K +460 +43%
GA
1837
Geller Advisors
New York
$371K -$10.3K -42 -3%
CWM
1838
C2C Wealth Management
Arizona
$371K – – –
CCG
1839
Chatham Capital Group
Georgia
$371K +$2.94K +12 +0.8%
MA
1840
MJP Associates
Connecticut
$369K -$2.21K -9 -0.6%
FA
1841
Financial Advisors
Massachusetts
$367K – – –
HFS
1842
Howard Financial Services
Texas
$367K +$6.62K +27 +2%
FCG
1843
Financial Connections Group
California
$367K +$21.8K +89 +6%
Baker Avenue Asset Management
1844
Baker Avenue Asset Management
California
$367K +$120K +488 +48%
BFC
1845
Bedel Financial Consulting
Indiana
$366K – – –
KP
1846
Keel Point
Alabama
$366K +$16.7K +68 +5%
CCM
1847
CTC Capital Management
Illinois
$365K +$368K +1,500 New
RCA
1848
Roberts Capital Advisors
Colorado
$364K – – –
FCM
1849
Fortis Capital Management
Washington
$362K +$2.94K +12 +0.8%
CAAS
1850
Capital Asset Advisory Services
Michigan
$362K +$4.17K +17 +1%