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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2901
Triton Wealth Management
Arizona
$379K +$129K +856 +58%
Loomis, Sayles & Company
2902
Loomis, Sayles & Company
Massachusetts
$379K +$19K +126 +6%
AWAP
2903
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$3.62K +24 +1%
CFGA
2904
Cambridge Financial Group (Arizona)
Arizona
$378K -$14.3K -95 -4%
HGERS
2905
Householder Group Estate & Retirement Specialist
Arizona
$378K -$15.2K -101 -4%
THWM
2906
Taylor Hoffman Wealth Management
Virginia
$375K
WMG
2907
WESCAP Management Group
California
$374K
FVWA
2908
Foster Victor Wealth Advisors
South Carolina
$373K -$238K -1,578 -41%
SFG
2909
Sather Financial Group
Texas
$373K
LFP
2910
Lakeshore Financial Planning
Michigan
$373K +$106K +700 +42%
SLA
2911
Silver Lake Advisory
Utah
$373K +$357K +2,364 New
PWAC
2912
Private Wealth Advisors (California)
California
$373K -$1.51K -10 -0.4%
LA
2913
Lakeside Advisors
Washington
$370K +$11.2K +74 +3%
MIM
2914
Meixler Investment Management
Arizona
$369K +$11.9K +79 +3%
GWM
2915
GDS Wealth Management
Texas
$369K +$37.1K +246 +12%
SIM
2916
SSI Investment Management
California
$368K -$3.47K -23 -1%
OAM
2917
Occidental Asset Management
California
$367K -$70K -464 -17%
KOMWMG
2918
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K -$604 -4 -0.2%
FSA
2919
Financial Security Advisor
Virginia
$366K +$1.81K +12 +0.5%
AWM
2920
Austin Wealth Management
Texas
$365K +$79.2K +525 +29%
SJL
2921
Shayne & Jacobs LLC
Tennessee
$365K
IP
2922
Isthmus Partners
Wisconsin
$365K
RCWM
2923
Royal Capital Wealth Management
Indiana
$365K -$27.5K -182 -7%
TWP
2924
Triad Wealth Partners
Kansas
$364K +$348K +2,308 New
ARC
2925
Advisor Resource Council
Texas
$364K -$1.39M -9,203 -79%