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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
2976
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K +$7.19K +51 +2%
WMG
2977
WESCAP Management Group
California
$358K – – –
OWA
2978
Opal Wealth Advisors
New York
$358K -$24.8K -176 -7%
CJ
2979
Caitlin John
Michigan
$358K -$16.1K -114 -4%
Harris Associates
2980
Harris Associates
Illinois
$358K +$90.5K +642 +35%
PWM
2981
Partners Wealth Management
California
$357K – – –
FSA
2982
Financial Security Advisor
Virginia
$357K -$7.75K -55 -2%
SL
2983
Sentinus LLC
Illinois
$355K +$13.3K +94 +4%
CWA
2984
Canvas Wealth Advisors
Kansas
$355K +$56.8K +403 +22%
CA
2985
Claris Advisors
Missouri
$353K +$29.3K +208 +9%
CA
2986
Cannon Advisors
North Carolina
$353K +$28.5K +202 +9%
KPP
2987
Kings Path Partners
Texas
$352K – – –
AMM
2988
American Money Management
California
$352K +$30.9K +219 +10%
WFC
2989
Western Financial Corp
California
$352K +$1.41K +10 +0.4%
LJAC
2990
L.J. Altfest & Co
New York
$352K +$18.7K +133 +6%
TFM
2991
TFC Financial Management
Massachusetts
$351K -$6.91K -49 -2%
LSC
2992
Lesa Sroufe & Co
Washington
$351K – – –
Loomis, Sayles & Company
2993
Loomis, Sayles & Company
Massachusetts
$351K -$45.8K -325 -12%
PWAC
2994
Private Wealth Advisors (California)
California
$350K +$3.52K +25 +1%
LCM
2995
Liberty Capital Management
Michigan
$350K +$18K +128 +6%
WOSD
2996
WFA of San Diego
California
$348K +$343K +2,432 New
CWMGO
2997
Capstone Wealth Management Group (Oregon)
Oregon
$348K -$84.7K -601 -20%
CFS
2998
Coordinated Financial Services
Colorado
$347K +$5.92K +42 +2%
APW
2999
Acima Private Wealth
Virginia
$347K – – –
Vanguard Capital Wealth Advisors
3000
Vanguard Capital Wealth Advisors
Colorado
$346K +$37.2K +264 +12%