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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
2051
Lake Street Private Wealth
Illinois
$372K -$2.48M -9,663 -88%
B
2052
Bellecapital
Switzerland
$372K
HWA
2053
HCR Wealth Advisors
California
$372K +$30.7K +120 +10%
MWM
2054
Modern Wealth Management
Kansas
$369K +$42K +164 +14%
TFA
2055
Teamwork Financial Advisors
Texas
$369K -$2.06M -8,027 -86%
TCWA
2056
Turtle Creek Wealth Advisors
Texas
$368K +$58.9K +230 +21%
GCS
2057
Gordian Capital (Singapore)
Singapore
$368K +$76.8K +300 +29%
SWA
2058
SOA Wealth Advisors
New York
$365K -$32.3K -126 -9%
SWM
2059
Scissortail Wealth Management
Oklahoma
$365K -$322K -1,257 -99%
PMSA
2060
Patrick M. Sweeney & Associates
Illinois
$365K +$50.7K +198 +17%
SFC
2061
SYM Financial Corp
Indiana
$364K +$7.68K +30 +2%
APA
2062
Astoria Portfolio Advisors
New York
$364K +$37.9K +148 +13%
WJA
2063
Willis Johnson & Associates
Texas
$363K +$23.3K +91 +7%
EAM
2064
Evanson Asset Management
California
$363K -$4.87K -19 -1%
MFA
2065
Morling Financial Advisors
California
$363K +$36.9K +144 +12%
BWP
2066
Balboa Wealth Partners
Arizona
$362K -$317K -1,239 -48%
GI
2067
GLOBALT Investments
Georgia
$361K +$12.3K +48 +4%
OWM
2068
Opes Wealth Management
California
$360K +$12.3K +48 +4%
RWPA
2069
Richard W. Paul & Associates
Michigan
$360K -$5.12K -20 -1%
TCM
2070
Traynor Capital Management
Pennsylvania
$359K -$24.8K -97 -7%
BCP
2071
Berkeley Capital Partners
Georgia
$359K
GCM
2072
Gallacher Capital Management
Colorado
$358K -$209K -816 -38%
CCM
2073
Consolidated Capital Management
California
$358K +$1.02K +4 +0.3%
WG
2074
Wealth Group
North Carolina
$357K +$16.9K +66 +5%
TWP
2075
Tempus Wealth Planning
California
$357K +$53K +207 +19%