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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
3026
LifeGoal Wealth Advisors
New York
$503K +$192K +1,029 +51%
SFS
3027
Summit Financial Strategies
Ohio
$503K – – –
RDFA
3028
Ritter Daniher Financial Advisory
Ohio
$502K -$22.3K -120 -4%
STB
3029
S&T Bank
Pennsylvania
$501K +$12.8K +69 +2%
PCM
3030
Prospera Capital Management
Arizona
$501K +$35.5K +191 +7%
TW
3031
Traveka Wealth
California
$500K – – –
THCM
3032
Taylor Hoffman Capital Management
Virginia
$500K – – –
ACM
3033
Ashford Capital Management
Delaware
$500K +$3.54K +19 +0.6%
PWA
3034
Provenance Wealth Advisors
Florida
$498K +$129K +693 +30%
AWS
3035
Arkfeld Wealth Strategies
Nebraska
$498K +$745 +4 +0.1%
CCA
3036
Cadent Capital Advisors
Oklahoma
$497K -$78.9K -424 -12%
SL
3037
Sentry LLC
Tennessee
$497K – – –
TCOTS
3038
Trust Company of the South
North Carolina
$497K -$29.4K -158 -5%
TIM
3039
Total Investment Management
Arizona
$496K -$8.93K -48 -2%
GWM
3040
Greenwich Wealth Management
Connecticut
$495K -$28.3K -152 -5%
EAM
3041
Eukles Asset Management
Ohio
$494K -$5.58K -30 -1%
RFA
3042
Reyes Financial Architecture
California
$494K -$558 -3 -0.1%
MA
3043
MW Advisory
Georgia
$493K +$554K +2,977 New
JE
3044
JMAC Enterprises
Pennsylvania
$493K – – –
CWM
3045
Cabot Wealth Management
Massachusetts
$492K – – –
HC
3046
Hara Capital
Washington
$492K – – –
DI
3047
DDFG Inc
California
$491K +$285K +1,529 +106%
Kayne Anderson Rudnick Investment Management
3048
Kayne Anderson Rudnick Investment Management
California
$491K -$3.35K -18 -0.6%
CWMP
3049
Clarion Wealth Managment Partners
Virginia
$489K -$75.4K -405 -12%
VFM
3050
Vision Financial Markets
Connecticut
$489K +$19.2K +103 +4%