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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
2251
Holistic Financial Partners
Indiana
$322K +$33.1K +146 +11%
AWMS
2252
Advocacy Wealth Management Services
Georgia
$321K
BWA
2253
BDO Wealth Advisors
Florida
$320K
TSWM
2254
Triangle Securities Wealth Management
North Carolina
$320K
MCMT
2255
Moon Capital Management (Tennessee)
Tennessee
$320K
BLAM
2256
Bourne Lent Asset Management
New York
$317K
TFA
2257
Teamwork Financial Advisors
Texas
$317K +$329K +1,454 New
IWA
2258
Intercontinental Wealth Advisors
Texas
$315K -$45.1K -199 -13%
DA
2259
Doliver Advisors
Texas
$315K -$8.38K -37 -3%
ME
2260
McIlrath & Eck
Washington
$315K +$51.4K +227 +19%
RRWA
2261
Rainey & Randall Wealth Advisors
Florida
$314K -$4.3K -19 -1%
CCM
2262
Community Capital Management
Florida
$313K
FC
2263
Financial Consulate
Maryland
$313K -$4.3K -19 -1%
EIA
2264
Edgemoor Investment Advisors
Maryland
$313K
MA
2265
MONECO Advisors
Connecticut
$313K +$1.58K +7 +0.5%
IDA
2266
Intelligence Driven Advisers
California
$312K
LJHT
2267
Laurie J. Hall Trustee
$312K
HIIFS
2268
Harel Insurance Investments & Financial Services
Israel
$312K +$242K +1,068 +295%
WS
2269
Wela Strategies
Georgia
$311K +$226 +1 +0.1%
PFA
2270
Plotkin Financial Advisors
Maryland
$311K +$322K +1,422 New
LI
2271
LVZ Inc
Michigan
$310K +$6.79K +30 +2%
PA
2272
Paragon Advisors
Texas
$308K +$311K +1,375 New
TWP
2273
Tempus Wealth Planning
California
$308K +$319K +1,408 New
MAM
2274
Mark Asset Management
New York
$307K -$234K -1,034 -42%
SDJVC
2275
St. Denis J. Villere & Co
Louisiana
$305K