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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1926
Diamant Asset Management
Connecticut
$236K +$221K +870 New
IIA
1927
ICW Investment Advisors
Arizona
$236K +$221K +870 New
WIA
1928
World Investment Advisors
California
$235K +$3.81K +15 +2%
OWA
1929
Outlook Wealth Advisors
Texas
$234K -$26.9K -106 -11%
FWM
1930
Focused Wealth Management
New York
$233K +$15.5K +61 +8%
TSW
1931
Thompson Siegel & Walmsley
Virginia
$233K +$132K +520 +154%
CPC
1932
Cookson Peirce & Co
Pennsylvania
$233K +$218K +858 New
PAG
1933
Private Advisory Group
Washington
$233K +$218K +859 New
AWM
1934
Accurate Wealth Management
Florida
$231K +$212K +833 New
FNBOO
1935
First National Bank of Omaha
Nebraska
$231K +$217K +853 New
WG
1936
Welch Group
Alabama
$230K +$215K +848 New
CWC
1937
Carolinas Wealth Consulting
North Carolina
$229K +$53.8K +212 +33%
AOWM
1938
Alpha Omega Wealth Management
Virginia
$229K +$215K +845 New
KA
1939
Kozak & Associates
Colorado
$228K +$189K +746 New
IAP
1940
Indie Asset Partners
Indiana
$227K
UCMOK
1941
United Capital Management of KS
Kansas
$226K -$254 -1 -0.1%
FA
1942
Fermata Advisors
California
$226K +$212K +835 New
QC
1943
QCM Cayman
Texas
$226K +$212K +835 New
KFP
1944
KB Financial Partners
New Jersey
$225K +$109K +431 +108%
TWP
1945
Tower Wealth Partners
Pennsylvania
$224K -$152K -597 -42%
MAM
1946
McLean Asset Management
Virginia
$224K +$193K +759 New
HWA
1947
HHM Wealth Advisors
Tennessee
$223K -$2.29K -9 -1%
DMBA
1948
Deseret Mutual Benefit Administrators
Utah
$223K
FA
1949
FMA Advisory
Pennsylvania
$222K +$208K +819 New
TFS
1950
TrustCore Financial Services
Tennessee
$219K +$200K +788 +4,378%