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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
3101
Smith Shellnut Wilson
Mississippi
$404K -$23.8K -156 -6%
LA
3102
Lifeworks Advisors
Michigan
$403K -$4.57K -30 -1%
TF
3103
Theory Financial
Colorado
$403K -$12.5K -82 -3%
TC
3104
TwinBeech Capital
New York
$402K +$402K +2,640 New
SP
3105
Saranac Partners
$402K -$524K -3,439 -57%
SFS
3106
Strategic Financial Services
New York
$402K -$66.3K -435 -16%
HAS
3107
Holland Advisory Services
Florida
$400K -$13.1K -86 -3%
SA
3108
SoundView Advisors
Washington
$400K – – –
ARA
3109
Approach Retirement Advisors
Alabama
$400K +$400K +2,624 New
OWA
3110
Opal Wealth Advisors
New York
$400K -$102K -672 -20%
RI
3111
RWWM Inc
California
$400K -$11K -72 -3%
CF
3112
Carlson Financial
Oregon
$399K +$399K +2,619 New
MCIA
3113
Mountain Capital Investment Advisors
Colorado
$399K +$10.7K +70 +3%
SCM
3114
Silvant Capital Management
Georgia
$399K – – –
LA
3115
Latitude Advisors
Florida
$398K +$113K +740 +40%
PWM
3116
Parkway Wealth Management
Texas
$397K +$397K +2,605 New
CWMP
3117
Clarion Wealth Managment Partners
Virginia
$397K -$77.2K -507 -16%
HWM
3118
HFR Wealth Management
New York
$397K – – –
EARNEST Partners
3119
EARNEST Partners
Georgia
$397K -$19.8K -130 -5%
ISWM
3120
Intesa Sanpaolo Wealth Management
$396K +$396K +2,601 New
CWM
3121
Capstone Wealth Management
Montana
$396K +$392K +2,573 New
LAM
3122
Lifestyle Asset Management
Texas
$396K +$395K +2,596 New
PCMNC
3123
Piedmont Capital Management (North Carolina)
North Carolina
$396K +$395K +2,596 New
TB
3124
Terril Brothers
Missouri
$395K -$2.74K -18 -0.7%
FWA
3125
FORM Wealth Advisors
Wisconsin
$395K +$394K +2,589 New