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Name Holding Trade Value Shares
Change
Change in
Stake
RRA
1301
Round Rock Advisors
Connecticut
$235K +$12.4K +17 +5%
OWA
1302
Opal Wealth Advisors
New York
$235K +$8K +11 +3%
MHR
1303
Matthew Hamilton Rosenberg
$235K +$18.9K +26 +8%
GWANC
1304
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$53.8K -74 -17%
SFS
1305
Strategic Financial Services
New York
$233K – – –
TBA
1306
Tower Bridge Advisors
Pennsylvania
$233K +$256K +352 New
PAA
1307
Peregrine Asset Advisers
Oregon
$232K +$255K +350 New
CWM
1308
Centric Wealth Management
Illinois
$231K – – –
FG
1309
Foster Group
Iowa
$231K +$13.8K +19 +6%
BWA
1310
Bestgate Wealth Advisors
Maryland
$231K +$253K +348 New
BW
1311
Blalock Williams
Alabama
$229K +$8K +11 +3%
HWA
1312
HCR Wealth Advisors
California
$228K +$1.46K +2 +0.6%
DWM
1313
Drive Wealth Management
Utah
$228K -$260K -357 -51%
T
1314
Tidemark
California
$228K -$13.1K -18 -5%
AF
1315
Advisornet Financial
Minnesota
$227K +$35.6K +49 +17%
BWM
1316
BigSur Wealth Management
Florida
$226K +$23.3K +32 +10%
AFM
1317
Aspetuck Financial Management
Connecticut
$225K -$53.1K -73 -18%
BFC
1318
Blue Fin Capital
Rhode Island
$225K +$5.09K +7 +2%
OFS
1319
OneAscent Financial Services
Alabama
$225K +$3.64K +5 +2%
ATIA
1320
American Trust Investment Advisors
New Hampshire
$222K – – –
GA
1321
Goldstein Advisors
Wisconsin
$221K +$19.6K +27 +9%
FM
1322
Family Management
New York
$221K +$243K +334 New
AWM
1323
Angeles Wealth Management
California
$221K -$10.9K -15 -4%
RFP
1324
Root Financial Partners
California
$221K +$242K +333 New
CIG
1325
Cascade Investment Group
Colorado
$219K -$45.8K -63 -16%