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Name Holding Trade Value Shares
Change
Change in
Stake
WFC
2901
Western Financial Corp
California
$380K -$8.75K -58 -2%
TWM
2902
Triton Wealth Management
Arizona
$379K +$129K +856 +58%
Loomis, Sayles & Company
2903
Loomis, Sayles & Company
Massachusetts
$379K +$19K +126 +6%
AWAP
2904
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K +$3.62K +24 +1%
CFGA
2905
Cambridge Financial Group (Arizona)
Arizona
$378K -$14.3K -95 -4%
HGERS
2906
Householder Group Estate & Retirement Specialist
Arizona
$378K -$15.2K -101 -4%
THWM
2907
Taylor Hoffman Wealth Management
Virginia
$375K – – –
WMG
2908
WESCAP Management Group
California
$374K – – –
FVWA
2909
Foster Victor Wealth Advisors
South Carolina
$373K -$238K -1,578 -41%
SFG
2910
Sather Financial Group
Texas
$373K – – –
LFP
2911
Lakeshore Financial Planning
Michigan
$373K +$106K +700 +42%
SLA
2912
Silver Lake Advisory
Utah
$373K +$357K +2,364 New
PWAC
2913
Private Wealth Advisors (California)
California
$373K -$1.51K -10 -0.4%
LA
2914
Lakeside Advisors
Washington
$370K +$11.2K +74 +3%
MIM
2915
Meixler Investment Management
Arizona
$369K +$11.9K +79 +3%
GWM
2916
GDS Wealth Management
Texas
$369K +$37.1K +246 +12%
SIM
2917
SSI Investment Management
California
$368K -$3.47K -23 -1%
OAM
2918
Occidental Asset Management
California
$367K -$70K -464 -17%
KOMWMG
2919
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K -$604 -4 -0.2%
FSA
2920
Financial Security Advisor
Virginia
$366K +$1.81K +12 +0.5%
AWM
2921
Austin Wealth Management
Texas
$365K +$79.2K +525 +29%
SJL
2922
Shayne & Jacobs LLC
Tennessee
$365K – – –
IP
2923
Isthmus Partners
Wisconsin
$365K – – –
RCWM
2924
Royal Capital Wealth Management
Indiana
$365K -$27.5K -182 -7%
TWP
2925
Triad Wealth Partners
Kansas
$364K +$348K +2,308 New