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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
3026
Valley National Advisers
Pennsylvania
$366K -$4.29K -28 -1%
AIA
3027
Accelerate Investment Advisors
California
$366K +$125K +817 +48%
WMG
3028
WESCAP Management Group
California
$365K
FSA
3029
Financial Security Advisor
Virginia
$365K
TCWM
3030
Total Clarity Wealth Management
Illinois
$365K -$54.2K -354 -12%
RC
3031
Rovin Capital
Arizona
$364K +$54.2K +354 +16%
PCM
3032
Prelude Capital Management
New York
$363K +$384K +2,507 New
LA
3033
Lifeworks Advisors
Michigan
$362K +$141K +920 +58%
BTD
3034
BankPlus Trust Department
Mississippi
$361K +$382K +2,493 New
AWAP
3035
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$361K +$9.49K +62 +3%
SRL
3036
Scientech Research LLC
New Jersey
$360K +$381K +2,486 New
SHJ
3037
Sharkey, Howes & Javer
Colorado
$360K +$167K +1,088 +78%
TFM
3038
TFC Financial Management
Massachusetts
$359K +$206K +1,345 +119%
SA
3039
SoundView Advisors
Washington
$358K +$379K +2,478 New
Vanguard Capital Wealth Advisors
3040
Vanguard Capital Wealth Advisors
Colorado
$356K +$15.3K +100 +4%
CIS
3041
Custom Index Systems
New York
$355K -$71.5K -467 -16%
WFC
3042
Western Financial Corp
California
$353K +$1.38K +9 +0.4%
KOMWMG
3043
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$353K +$8.27K +54 +2%
PGWM
3044
Parisi Gray Wealth Management
New Jersey
$353K +$19.9K +130 +6%
LKWM
3045
Lee-Kelleher Wealth Management
Maryland
$352K +$372K +2,429 New
TFP
3046
Triune Financial Partners
Kansas
$351K +$3.67K +24 +1%
APW
3047
Acima Private Wealth
Virginia
$351K
SIG
3048
Spinnaker Investment Group
California
$351K +$29.5K +193 +9%
ABLA
3049
Alan B. Lancz & Associates
Ohio
$350K -$66.1K -432 -15%
BBNB
3050
Baker Boyer National Bank
Washington
$350K -$29.1K -190 -7%