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Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
2751
Warren Street Wealth Advisors
California
$206K -$92.7K -259 -32%
TAM
2752
TCP Asset Management
Ohio
$206K +$199K +557 New
CWM
2753
Cherrydale Wealth Management
New Jersey
$206K +$199K +557 New
RC
2754
Rovin Capital
Arizona
$206K +$199K +556 New
Madison Asset Management
2755
Madison Asset Management
Wisconsin
$206K +$199K +556 New
ACP
2756
Argyle Capital Partners
California
$206K -$75.1K -210 -27%
CCP
2757
Carmel Capital Partners
California
$205K +$198K +553 New
SHA
2758
Seneca House Advisors
Virginia
$204K +$198K +552 New
WMWM
2759
Wilkins Miller Wealth Management
Alabama
$204K +$197K +550 New
HIM
2760
Harbour Investment Management
Washington
$203K -$895K -2,500 -82%
CAIM
2761
Catherine Avery Investment Management
Florida
$203K – – –
HWMC
2762
Heritage Wealth Management (California)
California
$203K +$197K +550 New
OCPWS
2763
One Charles Private Wealth Services
Massachusetts
$203K +$197K +550 New
CA
2764
COFG Advisors
Illinois
$203K +$196K +548 New
AGC
2765
August Group Capital
$202K +$196K +548 New
KFG
2766
Kelly Financial Group
Connecticut
$202K +$196K +547 New
TWM
2767
Topsail Wealth Management
North Carolina
$202K +$195K +546 New
PPC
2768
Park Place Capital
Alabama
$202K +$1.79K +5 +0.9%
ACC
2769
Acorn Creek Capital
Colorado
$201K +$195K +544 New
BOSSRA
2770
B.O.S.S. Retirement Advisors
Utah
$201K +$194K +543 New
MAFA
2771
MJT & Associates Financial Advisory
Minnesota
$201K – – –
CAP
2772
Cordoba Advisory Partners
New York
$201K +$194K +543 New
TWP
2773
Tempus Wealth Planning
California
$201K +$194K +543 New
VI
2774
Versor Investments
New York
$201K +$194K +542 New
IWM
2775
IMG Wealth Management
Florida
$200K +$11.5K +32 +6%