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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2901
Ledgewood Wealth Advisors
New Hampshire
$291K – – –
RWM
2902
Rockline Wealth Management
New York
$291K -$4.73K -77 -2%
MCA
2903
Millennium Capital Advisors
Arkansas
$291K +$307 +5 +0.1%
WFA
2904
Websterrogers Financial Advisors
South Carolina
$291K -$11.1K -181 -4%
TPWA
2905
Twin Peaks Wealth Advisors
California
$290K +$6.88K +112 +3%
FFL
2906
Financial Freedom LLC
Ohio
$290K +$2.95K +48 +1%
SDH
2907
Sloy Dahl & Holst
Washington
$289K – – –
BRG
2908
Bay Rivers Group
Virginia
$289K – – –
VFG
2909
Victory Financial Group
Texas
$288K +$2.83K +46 +1%
FP
2910
Financial Perspectives
Minnesota
$288K – – –
PPA
2911
Painted Porch Advisors
California
$287K -$2.77K -45 -1%
WP
2912
WealthShield Partners
North Carolina
$287K -$29.4K -478 -10%
WCA
2913
Westover Capital Advisors
Delaware
$287K – – –
CIC
2914
Chase Investment Counsel
Virginia
$287K -$12.3K -200 -5%
FFWM
2915
Future Financial Wealth Management
Ohio
$286K – – –
AIA
2916
Accelerate Investment Advisors
California
$286K +$20.2K +329 +9%
SLC
2917
Second Line Capital
Louisiana
$286K -$4.24K -69 -2%
HIG
2918
Heritage Investment Group
Florida
$286K – – –
EFMC
2919
Empire Financial Management Company
New York
$286K -$29.9K -486 -11%
HAS
2920
Holland Advisory Services
Florida
$285K +$553 +9 +0.2%
VR
2921
Valued Retirements
Texas
$285K +$61 +1 +0%
AFA
2922
AA Financial Advisors
Ohio
$285K -$19.3K -314 -7%
LSC
2923
Lesa Sroufe & Co
Washington
$284K – – –
Betterment LLC
2924
Betterment LLC
New York
$284K +$7.19K +117 +3%
GWM
2925
GK Wealth Management
Nevada
$283K -$32.7K -532 -12%