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Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
2726
Financial Network Wealth Advisors
Utah
$482K +$15.8K +99 +3%
OWA
2727
One Wealth Advisors
California
$482K -$5.9K -37 -1%
RSS
2728
Rosenblum Silverman Sutton
California
$482K -$87.7K -550 -15%
AT
2729
American Trust
Kentucky
$480K -$80K -502 -14%
COA
2730
Crown Oak Advisors
California
$479K +$5.1K +32 +1%
PMSA
2731
Patrick M. Sweeney & Associates
Illinois
$479K +$46.2K +290 +10%
EHAM
2732
Eagle Harbor Asset Management
Washington
$476K -$6.06K -38 -1%
TCBWMS
2733
Texas Capital Bank Wealth Management Services
Texas
$476K +$144K +900 +42%
SBF
2734
Sara-Bay Financial
Florida
$475K +$176K +1,103 +57%
CS
2735
Candriam SCA
Luxembourg
$474K -$567K -3,556 -54%
GF
2736
Gries Financial
Ohio
$473K -$106K -663 -18%
DWP
2737
Destiny Wealth Partners
Florida
$473K +$1.12K +7 +0.2%
BPFA
2738
Barnes Pettey Financial Advisors
Mississippi
$473K
FCA
2739
Fortis Capital Advisors
Kansas
$472K +$140K +879 +41%
JF
2740
Joule Financial
Kentucky
$470K +$23.6K +148 +5%
WA
2741
Wealth Architects
California
$469K +$10.5K +66 +2%
WIM
2742
Warwick Investment Management
Texas
$469K +$20.3K +127 +4%
ACM
2743
Ashford Capital Management
Delaware
$469K
S
2744
Sunpointe
Missouri
$467K -$69.7K -437 -13%
SWM
2745
Sugarloaf Wealth Management
Georgia
$467K +$205K +1,285 +75%
CFG
2746
Compton Financial Group
Maryland
$467K +$1.59K +10 +0.3%
SL
2747
Sentinus LLC
Illinois
$467K -$232K -1,455 -33%
RI
2748
Ridgewood Investments
New Jersey
$467K
Members Trust
2749
Members Trust
Florida
$466K -$26.8K -168 -5%
SPWM
2750
Straight Path Wealth Management
Michigan
$466K -$159 -1 -0%