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Name Holding Trade Value Shares
Change
Change in
Stake
VNB
2251
Virginia National Bank
Virginia
$324K +$5.66K +25 +2%
HFP
2252
Holistic Financial Partners
Indiana
$322K +$33.1K +146 +11%
AWMS
2253
Advocacy Wealth Management Services
Georgia
$321K – – –
BWA
2254
BDO Wealth Advisors
Florida
$320K – – –
TSWM
2255
Triangle Securities Wealth Management
North Carolina
$320K – – –
MCMT
2256
Moon Capital Management (Tennessee)
Tennessee
$320K – – –
BLAM
2257
Bourne Lent Asset Management
New York
$317K – – –
TFA
2258
Teamwork Financial Advisors
Texas
$317K +$329K +1,454 New
IWA
2259
Intercontinental Wealth Advisors
Texas
$315K -$45.1K -199 -13%
DA
2260
Doliver Advisors
Texas
$315K -$8.38K -37 -3%
ME
2261
McIlrath & Eck
Washington
$315K +$51.4K +227 +19%
RRWA
2262
Rainey & Randall Wealth Advisors
Florida
$314K -$4.3K -19 -1%
CCM
2263
Community Capital Management
Florida
$313K – – –
FC
2264
Financial Consulate
Maryland
$313K -$4.3K -19 -1%
EIA
2265
Edgemoor Investment Advisors
Maryland
$313K – – –
MA
2266
MONECO Advisors
Connecticut
$313K +$1.58K +7 +0.5%
IDA
2267
Intelligence Driven Advisers
California
$312K – – –
LJHT
2268
Laurie J. Hall Trustee
$312K – – –
HIIFS
2269
Harel Insurance Investments & Financial Services
Israel
$312K +$242K +1,068 +295%
WS
2270
Wela Strategies
Georgia
$311K +$226 +1 +0.1%
PFA
2271
Plotkin Financial Advisors
Maryland
$311K +$322K +1,422 New
LI
2272
LVZ Inc
Michigan
$310K +$6.79K +30 +2%
PA
2273
Paragon Advisors
Texas
$308K +$311K +1,375 New
TWP
2274
Tempus Wealth Planning
California
$308K +$319K +1,408 New
MAM
2275
Mark Asset Management
New York
$307K -$234K -1,034 -42%