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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2326
N.E.W. Advisory Services
Wisconsin
$266K -$61K -278 -21%
WWG
2327
West Wealth Group
California
$266K +$214K +975 New
HCM
2328
Hall Capital Management
Rhode Island
$266K +$5.71K +26 +3%
CWMGO
2329
Capstone Wealth Management Group (Oregon)
Oregon
$265K +$226K +1,031 New
AFM
2330
Abbot Financial Management
Massachusetts
$265K
MWM
2331
Marion Wealth Management
Pennsylvania
$265K +$226K +1,028 New
GI
2332
Gradient Investments
Minnesota
$264K -$90.2K -411 -29%
BWA
2333
BlueSky Wealth Advisors
North Carolina
$263K
EWA
2334
Encompass Wealth Advisors
Oregon
$262K
CA
2335
Calton & Associates
Florida
$261K +$222K +1,014 New
FWM
2336
Fortress Wealth Management
California
$260K
RRWA
2337
Rainey & Randall Wealth Advisors
Florida
$260K
CHA
2338
Cooper/Haims Advisors
New York
$260K +$2.41K +11 +1%
GAG
2339
GM Advisory Group
New York
$259K -$18.7K -85 -8%
RCM
2340
RNC Capital Management
California
$258K -$104K -475 -32%
CA
2341
Centerpoint Advisors
Massachusetts
$258K +$1.98K +9 +0.9%
BOH
2342
Bank of Hawaii
Hawaii
$258K +$220K +1,002 New
RFA
2343
RTD Financial Advisors
Pennsylvania
$258K +$220K +1,002 New
CWS
2344
Cypress Wealth Services
California
$258K +$220K +1,002 New
CWM
2345
Centricity Wealth Management
Ohio
$258K
LSA
2346
Lion Street Advisors
Texas
$257K -$22.4K -102 -9%
AWM
2347
Avondale Wealth Management
Texas
$257K
AIP
2348
ARS Investment Partners
New York
$257K +$219K +999 New
WC
2349
Weil Company
California
$257K +$219K +997 New
CA
2350
Callahan Advisors
Texas
$256K +$219K +996 New