Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1901
Kapstone Financial Advisors
Ohio
$1.22M +$20.4K +275 +2%
OWA
1902
Outlook Wealth Advisors
Texas
$1.22M -$31.6K -426 -3%
MCM
1903
Monument Capital Management
Virginia
$1.22M -$1.78K -24 -0.2%
FWA
1904
FSM Wealth Advisors
Ohio
$1.22M -$191K -2,571 -14%
AWA
1905
Ark Wealth Advisors
California
$1.22M +$1.17M +15,784 New
FAT
1906
First American Trust
California
$1.22M +$3.49K +47 +0.3%
MDA
1907
Minot DeBlois Advisors
Massachusetts
$1.21M +$16K +216 +1%
FWP
1908
FAS Wealth Partners
Kansas
$1.21M -$2.67K -36 -0.2%
LWM
1909
Lyell Wealth Management
California
$1.21M +$21.4K +289 +2%
MFF
1910
Michels Family Financial
Texas
$1.21M +$20.7K +279 +2%
CPA
1911
Cardiff Park Advisors
California
$1.21M -$100K -1,348 -8%
WPA
1912
West Paces Advisors
Georgia
$1.21M +$25.9K +349 +2%
WIM
1913
Westside Investment Management
California
$1.21M -$15.4K -208 -1%
NL
1914
Navalign LLC
California
$1.21M +$1.93K +26 +0.2%
LI
1915
LRI Investments
Florida
$1.21M -$2K -27 -0.2%
RMCM
1916
Reynders McVeigh Capital Management
Massachusetts
$1.21M -$189K -2,553 -14%
UAG
1917
United Advisor Group
Ohio
$1.21M +$45.5K +613 +4%
BMWS
1918
Brady Martz Wealth Solutions
North Dakota
$1.2M -$634K -8,543 -35%
AA
1919
Alta Advisers
United Kingdom
$1.2M -$289K -3,900 -20%
AWM
1920
Aries Wealth Management
Maine
$1.2M – – –
HCP
1921
Holt Capital Partners
Texas
$1.2M +$14.8K +200 +1%
GDP
1922
Great Diamond Partners
Maine
$1.2M -$32.9K -443 -3%
AA
1923
Apriem Advisors
California
$1.19M +$5.86K +79 +0.5%
MCWA
1924
Meadow Creek Wealth Advisors
Georgia
$1.19M – – –
SB
1925
Sunflower Bank
Texas
$1.19M -$30.6K -412 -3%