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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2301
Tower Wealth Partners
Pennsylvania
$241K -$768 -3 -0.3%
ABWM
2302
Alpine Bank Wealth Management
Colorado
$241K +$225K +879 New
CFSG
2303
Clark Financial Services Group
Missouri
$240K +$225K +877 New
FDCP
2304
Foster Dykema Cabot & Partners
Massachusetts
$239K +$207K +808 +1,243%
SNBOSD
2305
Security National Bank of So Dak
Iowa
$239K – – –
HB
2306
HTLF Bank
Colorado
$238K -$94.3K -368 -30%
Woodline Partners
2307
Woodline Partners
California
$238K -$26.7M -104,104 -99%
AM
2308
Account Management
Massachusetts
$237K -$19.2K -75 -8%
WE
2309
Wealth Effects
Massachusetts
$237K +$7.68K +30 +4%
KSWWM
2310
Keyes Stange & Wooten Wealth Management
Florida
$236K -$4.61K -18 -2%
WSWA
2311
Warren Street Wealth Advisors
California
$236K +$768 +3 +0.3%
AIM
2312
Arcadia Investment Management
Michigan
$234K +$6.92K +27 +3%
M1FG
2313
Mach-1 Financial Group
Arkansas
$234K +$219K +855 New
FC
2314
Forte Capital
New York
$233K +$4.87K +19 +2%
BCG
2315
Breakwater Capital Group
New Jersey
$233K +$4.61K +18 +2%
UAML
2316
US Asset Management LLC
Pennsylvania
$233K +$174K +681 New
CFP
2317
Cascade Financial Partners
California
$233K +$1.54K +6 +0.7%
CGA
2318
Crescent Grove Advisors
Illinois
$232K -$114K -445 -34%
QFA
2319
Quantum Financial Advisors
California
$230K – – –
GWM
2320
Gray Wealth Management
Maine
$230K -$3.59K -14 -2%
AF
2321
Affiance Financial
Minnesota
$230K – – –
CWA
2322
Canvas Wealth Advisors
Kansas
$229K +$215K +838 New
AWA
2323
Archvest Wealth Advisors
California
$229K – – –
SW
2324
SkyOak Wealth
Michigan
$229K – – –
Allstate Corporation
2325
Allstate Corporation
Illinois
$228K -$596K -2,328 -74%