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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
1901
Polaris Wealth Advisory Group
California
$386K – – –
KWM
1902
Keebeck Wealth Management
Illinois
$386K +$4.02K +15 +1%
AWA
1903
Alta Wealth Advisors
Massachusetts
$385K +$393K +1,467 New
IIC
1904
Integrated Investment Consultants
Michigan
$385K +$11K +41 +3%
ACP
1905
Aveo Capital Partners
Colorado
$385K -$90.1K -336 -19%
EGM
1906
Engineers Gate Manager
New York
$385K -$505K -1,884 -56%
BWA
1907
BDO Wealth Advisors
Florida
$384K -$29.5K -110 -7%
MTCM
1908
Mint Tower Capital Management
Netherlands
$383K -$799K -2,981 -67%
CWM
1909
Connecticut Wealth Management
Connecticut
$381K +$17.4K +65 +5%
WRM
1910
Weybosset Research & Management
Rhode Island
$381K -$107K -400 -22%
CANC
1911
Culbertson A N & Co
Virginia
$381K – – –
BFC
1912
Bedel Financial Consulting
Indiana
$380K -$15K -56 -4%
WAG
1913
Wallace Advisory Group
California
$380K +$388K +1,447 New
WLIM
1914
White Lighthouse Investment Management
Massachusetts
$380K – – –
BAAM
1915
Baker Avenue Asset Management
California
$379K -$54.1K -202 -12%
CFS
1916
CRA Financial Services
New Jersey
$379K +$17.4K +65 +5%
BIG
1917
Builder Investment Group
Georgia
$378K +$386K +1,440 New
ACM
1918
Acrisure Capital Management
Texas
$378K +$386K +1,439 New
ONST
1919
Old North State Trust
North Carolina
$377K -$13.4K -50 -3%
PCM
1920
Poehling Capital Management
Wisconsin
$375K -$3.54M -13,208 -90%
LWA
1921
Lineweaver Wealth Advisors
Ohio
$374K -$8.31K -31 -2%
WW
1922
Westshore Wealth
California
$374K – – –
FRM
1923
Fox Run Management
Connecticut
$373K +$381K +1,422 New
WMS
1924
Wealth Management Solutions
Pennsylvania
$373K -$58.7K -219 -13%
SEP
1925
Southland Equity Partners
Missouri
$373K +$114K +426 +43%