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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2051
Lyell Wealth Management
California
$486K
MCP
2052
Mirador Capital Partners
California
$486K +$3.6K +11 +0.7%
CFA
2053
CWS Financial Advisors
Michigan
$485K
DFS
2054
Dixon Fnancial Services
California
$485K
OC
2055
Oakworth Capital
Alabama
$485K +$92.6K +283 +23%
CWP
2056
Core Wealth Partners
California
$484K +$147K +449 +43%
AFP
2057
Ausdal Financial Partners
Iowa
$483K -$7.85K -24 -2%
TAM
2058
Taurus Asset Management
New York
$483K
OWA
2059
Outlook Wealth Advisors
Texas
$483K +$12.1K +37 +3%
LAM
2060
Lewis Asset Management
California
$483K +$95.2K +291 +24%
HFA
2061
High Falls Advisors
New York
$482K +$1.96K +6 +0.4%
OHWP
2062
Oak Harbor Wealth Partners
North Carolina
$481K +$40.6K +124 +9%
FG
2063
Foster Group
Iowa
$480K +$15K +46 +3%
KFGK
2064
Keystone Financial Group (Kentucky)
Kentucky
$479K +$981 +3 +0.2%
RFG
2065
Range Financial Group
Oregon
$478K -$2.17M -6,622 -82%
PWG
2066
Portside Wealth Group
Utah
$476K -$19.6K -60 -4%
CAC
2067
Certified Advisory Corp
Florida
$474K +$3.27K +10 +0.7%
SP
2068
Successful Portfolios
Florida
$473K
DWM
2069
Dogwood Wealth Management
Kansas
$472K +$480K +1,466 New
IFS
2070
Ifrah Financial Services
Arkansas
$471K -$2.29K -7 -0.5%
NFG
2071
Nadler Financial Group
Illinois
$471K +$1.64K +5 +0.3%
WBC
2072
West Branch Capital
Massachusetts
$470K -$10.1K -31 -2%
XWM
2073
Xcel Wealth Management
Florida
$470K
BRIA
2074
Balanced Rock Investment Advisors
Massachusetts
$470K -$18.3K -56 -4%
HS
2075
Horan Securities
United States
$469K +$1.64K +5 +0.3%