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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
3026
Carrera Capital Advisors
Michigan
$367K +$130K +851 +51%
SA
3027
SRH Advisors
Kansas
$366K – – –
VNA
3028
Valley National Advisers
Pennsylvania
$366K -$4.29K -28 -1%
AIA
3029
Accelerate Investment Advisors
California
$366K +$125K +817 +48%
WMG
3030
WESCAP Management Group
California
$365K – – –
FSA
3031
Financial Security Advisor
Virginia
$365K – – –
TCWM
3032
Total Clarity Wealth Management
Illinois
$365K -$54.2K -354 -12%
RC
3033
Rovin Capital
Arizona
$364K +$54.2K +354 +16%
PCM
3034
Prelude Capital Management
New York
$363K +$384K +2,507 New
LA
3035
Lifeworks Advisors
Michigan
$362K +$141K +920 +58%
BTD
3036
BankPlus Trust Department
Mississippi
$361K +$382K +2,493 New
AWAP
3037
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$361K +$9.49K +62 +3%
SRL
3038
Scientech Research LLC
New Jersey
$360K +$381K +2,486 New
SHJ
3039
Sharkey, Howes & Javer
Colorado
$360K +$167K +1,088 +78%
TFM
3040
TFC Financial Management
Massachusetts
$359K +$206K +1,345 +119%
SA
3041
SoundView Advisors
Washington
$358K +$379K +2,478 New
Vanguard Capital Wealth Advisors
3042
Vanguard Capital Wealth Advisors
Colorado
$356K +$15.3K +100 +4%
CIS
3043
Custom Index Systems
New York
$355K -$71.5K -467 -16%
WFC
3044
Western Financial Corp
California
$353K +$1.38K +9 +0.4%
KOMWMG
3045
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$353K +$8.27K +54 +2%
PGWM
3046
Parisi Gray Wealth Management
New Jersey
$353K +$19.9K +130 +6%
LKWM
3047
Lee-Kelleher Wealth Management
Maryland
$352K +$372K +2,429 New
TFP
3048
Triune Financial Partners
Kansas
$351K +$3.67K +24 +1%
APW
3049
Acima Private Wealth
Virginia
$351K – – –
SIG
3050
Spinnaker Investment Group
California
$351K +$29.5K +193 +9%