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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2626
Fermata Advisors
California
$274K -$155K -1,540 -44%
RWA
2627
Redhawk Wealth Advisors
Minnesota
$273K +$26.4K +262 +11%
BMA
2628
Brooks Moore & Associates
Tennessee
$273K -$58.5K -580 -18%
CAM
2629
CPA Asset Management
Florida
$273K
EIA
2630
Eldridge Investment Advisors
New Hampshire
$272K
CIG
2631
Cascade Investment Group
Colorado
$271K +$4.03K +40 +1%
ZB
2632
Zions Bancorporation
Utah
$271K -$60.6K -601 -18%
BWA
2633
Beam Wealth Advisors
Louisiana
$271K +$907 +9 +0.3%
FSC
2634
Full Sail Capital
Oklahoma
$270K +$3.33K +33 +1%
AMG
2635
Advisors Management Group
Wisconsin
$270K +$2.62K +26 +1%
WOC
2636
West Oak Capital
California
$270K -$20.2K -200 -7%
RWMG
2637
Redwood Wealth Management Group
New Jersey
$270K -$25.7K -255 -9%
1IA
2638
1834 Investment Advisors
Wisconsin
$270K +$271K +2,692 New
RPWA
2639
Regent Peak Wealth Advisors
Georgia
$269K -$95K -942 -26%
WIP
2640
WealthCare Investment Partners
Rhode Island
$269K +$271K +2,691 New
KPWG
2641
KFA Private Wealth Group
Virginia
$269K -$40.8K -405 -13%
LSA
2642
Lion Street Advisors
Texas
$269K +$144K +1,429 +114%
OTL
2643
Oak Thistle LLC
New York
$269K -$44.5K -441 -14%
HCM
2644
Harvey Capital Management
Florida
$268K
JJBC
2645
James J. Burns & Company
New York
$268K +$269K +2,670 New
VCM
2646
Versant Capital Management
Arizona
$266K +$100K +995 +60%
OCM
2647
Objective Capital Management
Ohio
$266K +$268K +2,657 New
VRM
2648
Vectors Research Management
New York
$266K
SWP
2649
Semus Wealth Partners
Florida
$266K -$8.57K -85 -3%
KWM
2650
Keebeck Wealth Management
Illinois
$265K -$18.9K -187 -7%