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Name Holding Trade Value Shares
Change
Change in
Stake
TP
2626
Tranquility Partners
Tennessee
$275K +$276K +2,742 New
FA
2627
Fermata Advisors
California
$274K -$155K -1,540 -44%
RWA
2628
Redhawk Wealth Advisors
Minnesota
$273K +$26.4K +262 +11%
BMA
2629
Brooks Moore & Associates
Tennessee
$273K -$58.5K -580 -18%
CAM
2630
CPA Asset Management
Florida
$273K – – –
EIA
2631
Eldridge Investment Advisors
New Hampshire
$272K – – –
CIG
2632
Cascade Investment Group
Colorado
$271K +$4.03K +40 +1%
ZB
2633
Zions Bancorporation
Utah
$271K -$60.6K -601 -18%
BWA
2634
Beam Wealth Advisors
Louisiana
$271K +$907 +9 +0.3%
FSC
2635
Full Sail Capital
Oklahoma
$270K +$3.33K +33 +1%
AMG
2636
Advisors Management Group
Wisconsin
$270K +$2.62K +26 +1%
WOC
2637
West Oak Capital
California
$270K -$20.2K -200 -7%
RWMG
2638
Redwood Wealth Management Group
New Jersey
$270K -$25.7K -255 -9%
1IA
2639
1834 Investment Advisors
Wisconsin
$270K +$271K +2,692 New
RPWA
2640
Regent Peak Wealth Advisors
Georgia
$269K -$95K -942 -26%
WIP
2641
WealthCare Investment Partners
Rhode Island
$269K +$271K +2,691 New
KPWG
2642
KFA Private Wealth Group
Virginia
$269K -$40.8K -405 -13%
LSA
2643
Lion Street Advisors
Texas
$269K +$144K +1,429 +114%
OTL
2644
Oak Thistle LLC
New York
$269K -$44.5K -441 -14%
HCM
2645
Harvey Capital Management
Florida
$268K – – –
JJBC
2646
James J. Burns & Company
New York
$268K +$269K +2,670 New
VCM
2647
Versant Capital Management
Arizona
$266K +$100K +995 +60%
OCM
2648
Objective Capital Management
Ohio
$266K +$268K +2,657 New
VRM
2649
Vectors Research Management
New York
$266K – – –
SWP
2650
Semus Wealth Partners
Florida
$266K -$8.57K -85 -3%