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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1926
Founders Financial Alliance
North Carolina
$371K -$76.7K -286 -17%
LBA
1927
Lowell Blake & Associates
Massachusetts
$371K +$57.4K +214 +18%
CFA
1928
CWS Financial Advisors
Michigan
$370K -$15.8K -59 -4%
TPWA
1929
TRUE Private Wealth Advisors
Oregon
$370K +$21.4K +80 +6%
TA
1930
TFB Advisors
Kansas
$368K +$376K +1,402 New
AA
1931
Alta Advisers
United Kingdom
$368K
SFS
1932
Summit Financial Strategies
Ohio
$368K
TC
1933
Titleist Capital
Texas
$367K -$49.1K -183 -12%
SC
1934
Stephens Consulting
Michigan
$365K
WTA
1935
Washington Trust Advisors
Massachusetts
$365K +$1.88K +7 +0.5%
LC
1936
Lindbrook Capital
California
$364K -$140K -524 -27%
VC
1937
Veracity Capital
Georgia
$364K -$1.88K -7 -0.5%
KPWG
1938
KFA Private Wealth Group
Virginia
$364K +$28.1K +105 +8%
AWM
1939
Aspire Wealth Management
Massachusetts
$363K -$10.7K -40 -3%
KI
1940
Kula Investments
Illinois
$363K +$370K +1,382 New
MFWP
1941
Mosaic Family Wealth Partners
Missouri
$363K +$370K +1,381 New
OAM
1942
Oberweis Asset Management
Illinois
$363K +$268 +1 +0.1%
SAM
1943
Simplify Asset Management
Nevada
$361K +$32.2K +120 +10%
GG
1944
GenWealth Group
New Jersey
$361K
AT
1945
American Trust
Kentucky
$361K +$109K +407 +42%
CANY
1946
Caxton Associates (New York)
New York
$361K +$368K +1,373 New
ZIG
1947
Zullo Investment Group
Pennsylvania
$360K +$1.61K +6 +0.4%
LF
1948
Lantz Financial
Illinois
$360K -$117K -436 -24%
SFG
1949
Sovereign Financial Group
Connecticut
$360K +$75.3K +281 +26%
SAS
1950
Sanford Advisory Services
Michigan
$359K +$11.3K +42 +3%