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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1951
Tranquilli Financial Advisor
New Jersey
$215K -$32.8K -461 -14%
ANBT
1952
American National Bank & Trust
Texas
$215K -$18.7K -263 -9%
FMI
1953
F/M Investments
District of Columbia
$215K +$194K +2,719 New
NRC
1954
New Republic Capital
North Carolina
$214K +$193K +2,712 New
FPAS
1955
Focus Partners Advisor Solutions
Missouri
$214K -$25.6K -360 -12%
EWM
1956
Empirical Wealth Management
Washington
$214K +$193K +2,709 New
PFC
1957
Phocas Financial Corp
California
$214K -$28.5K -400 -13%
CMS
1958
Capital Market Strategies
Florida
$213K -$26K -366 -12%
NJBEST
1959
New Jersey Better Educational Savings Trust
New Jersey
$213K +$192K +2,700 New
AWE
1960
Avidian Wealth Enterprises
Texas
$213K -$68.5K -963 -26%
PIA
1961
Perennial Investment Advisors
California
$213K -$13.5K -189 -7%
Loomis, Sayles & Company
1962
Loomis, Sayles & Company
Massachusetts
$212K -$2.71K -38 -1%
DI
1963
DAGCO Inc
Ohio
$212K +$191K +2,681 New
DWS
1964
Dynamic Wealth Strategies
California
$212K +$191K +2,681 New
JWM
1965
Jeppson Wealth Management
California
$211K +$190K +2,675 New
SWP
1966
Semus Wealth Partners
Florida
$211K +$190K +2,675 New
WA
1967
Win Advisors
Florida
$211K +$190K +2,668 New
RWS
1968
Resolute Wealth Strategies
Mississippi
$211K +$190K +2,666 New
SIS
1969
Sound Income Strategies
Florida
$211K +$27.8K +391 +17%
XT
1970
XTX Topco
Cayman Islands
$210K +$189K +2,655 New
TFM
1971
TFC Financial Management
Massachusetts
$210K -$34.5K -485 -15%
PWMG
1972
Provence Wealth Management Group
California
$209K +$185K +2,602 +5,914%
CRC
1973
Curi RMB Capital
Illinois
$209K +$188K +2,645 New
LCC
1974
Lincoln Capital Corp
Rhode Island
$208K +$188K +2,640 New
PIA
1975
Powell Investment Advisors
Florida
$208K +$188K +2,637 New