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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2701
Acorn Wealth Advisors
Michigan
$296K +$13.5K +94 +5%
TC
2702
Trust Company
Kansas
$296K +$57.4K +400 +28%
PA
2703
Planning Alternatives
Michigan
$295K -$45K -314 -15%
DA
2704
Dash Acquisitions
California
$295K – – –
AFS
2705
AFG Fiduciary Services
Massachusetts
$294K -$12.8K -89 -5%
AWA
2706
AmeriServ Wealth Advisors
Pennsylvania
$294K – – –
JWM
2707
Janiczek Wealth Management
Colorado
$294K +$23.7K +165 +10%
AFAS
2708
Acorn Financial Advisory Services
Virginia
$293K -$53.6K -374 -17%
PM
2709
Penbrook Management
New York
$293K – – –
LC
2710
Landaas & Company
Wisconsin
$292K – – –
WA
2711
WESPAC Advisors
California
$290K -$52.5K -366 -17%
CSPAM
2712
Cary Street Partners Asset Management
Virginia
$290K -$32.3K -225 -11%
BAS
2713
Brown Advisory Securities
Maryland
$290K – – –
PBF
2714
Petix & Botte Financial
California
$290K +$256K +1,784 New
IWP
2715
Insight Wealth Partners
Texas
$289K -$2.58K -18 -1%
FOA
2716
Five Oceans Advisors
California
$288K – – –
APW
2717
Aurora Private Wealth
New Jersey
$287K -$6.88K -48 -3%
CSIA
2718
Charles Schwab Investment Advisory
California
$286K +$252K +1,756 New
GWAG
2719
Garrett Wealth Advisory Group
Texas
$285K +$1.29K +9 +0.5%
CF
2720
Corrigan Financial
Rhode Island
$283K +$287 +2 +0.1%
Vanguard Capital Wealth Advisors
2721
Vanguard Capital Wealth Advisors
Colorado
$283K -$50.6K -353 -17%
HCMG
2722
Howard Capital Management Group
California
$283K – – –
AIA
2723
Alera Investment Advisors
Illinois
$283K +$249K +1,735 New
KWS
2724
Keystone Wealth Services
California
$283K +$249K +1,739 New
BWM
2725
BNC Wealth Management
Oregon
$282K +$249K +1,733 New