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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
3126
HHM Wealth Advisors
Tennessee
$255K -$54.6K -367 -17%
OAS
3127
Optivise Advisory Services
Tennessee
$255K -$125K -841 -33%
RLWM
3128
RF&L Wealth Management
Massachusetts
$254K
SCA
3129
Southern Capital Advisors
Tennessee
$253K -$124K -832 -33%
PFWA
3130
Paces Ferry Wealth Advisors
Georgia
$253K -$110K -738 -30%
SFC
3131
Strategic Financial Concepts
Texas
$252K -$38.2M -256,330 -99%
AIA
3132
AIMZ Investment Advisors
California
$252K +$48.7K +327 +24%
RMCM
3133
Reynders McVeigh Capital Management
Massachusetts
$252K +$28.6K +192 +13%
AIA
3134
Accelerate Investment Advisors
California
$252K +$254K +1,709 New
ACM
3135
Advance Capital Management
Michigan
$251K -$12.9K -87 -5%
CAM
3136
Clark Asset Management
New Hampshire
$251K +$253K +1,702 New
BONST
3137
Bank of Nova Scotia Trust
Ontario, Canada
$250K -$2.38K -16 -0.9%
SC
3138
Sykon Capital
New York
$250K
JWM
3139
Jupiter Wealth Management
Colorado
$250K +$149K +1,000 +143%
PCS
3140
Private Client Services
Kentucky
$250K +$6.85K +46 +3%
SFA
3141
Seneca Financial Advisors
New York
$250K
BCIM
3142
Bishop & Co Investment Management
Pennsylvania
$250K
PWA
3143
Phoenix Wealth Advisors
North Carolina
$249K -$380K -2,550 -60%
FIC
3144
Family Investment Center
Missouri
$249K
CC
3145
Constitution Capital
Connecticut
$249K -$415K -2,785 -62%
WDL
3146
Well Done LLC
Michigan
$249K -$423K -2,843 -63%
SSW
3147
Stone Summit Wealth
Florida
$249K
PFA
3148
Petra Financial Advisors
Colorado
$249K +$251K +1,688 New
BHA
3149
Beech Hill Advisors
New York
$248K -$59.5K -400 -19%
CCA
3150
Carrera Capital Advisors
Michigan
$248K +$2.98K +20 +1%