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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1101
Clearview Wealth Advisors
Oregon
$225K -$2.53K -13 -1%
FCP
1102
Fidelis Capital Partners
Florida
$225K +$44.9K +231 +23%
HVIA
1103
Hudson Valley Investment Advisors
New York
$223K
OAS
1104
Optivise Advisory Services
Tennessee
$223K -$9.14K -47 -4%
NCM
1105
Novare Capital Management
North Carolina
$222K
AIM
1106
Anchor Investment Management
South Carolina
$222K +$104K +537 +87%
CCA
1107
Checchi Capital Advisers
California
$221K -$389 -2 -0.2%
CW
1108
CIC Wealth
Maryland
$221K
TP
1109
Tranquility Partners
Tennessee
$220K +$223K +1,149 New
KIA
1110
KCM Investment Advisors
California
$220K
CWP
1111
CFM Wealth Partners
Texas
$220K
ML
1112
McAdam LLC
Pennsylvania
$220K +$7.19K +37 +3%
TWM
1113
TCFG Wealth Management
California
$220K +$223K +1,146 New
CFS
1114
Commonwealth Financial Services
West Virginia
$220K -$13.6K -70 -6%
MAWA
1115
Moss Adams Wealth Advisors
Washington
$218K +$1.36K +7 +0.6%
MJRIC
1116
Mogy Joel R Investment Counsel
California
$217K -$38.9K -200 -15%
FDCP
1117
Foster Dykema Cabot & Partners
Massachusetts
$217K
ST
1118
Sabal Trust
Florida
$216K +$219K +1,128 New
WAL
1119
W Advisors LLC
Tennessee
$215K +$389 +2 +0.2%
FFG
1120
Fiduciary Financial Group
California
$215K +$15K +77 +7%
AWA
1121
Arkadios Wealth Advisors
Georgia
$215K -$41K -211 -16%
BTWM
1122
Baker Tilly Wealth Management
Wisconsin
$212K -$4.67K -24 -2%
RCAG
1123
Rehmann Capital Advisory Group
Michigan
$212K -$778 -4 -0.4%
FAFN
1124
First Affirmative Financial Network
Colorado
$212K +$215K +1,106 New
GTAM
1125
Global Trust Asset Management
Florida
$211K -$82.6K -425 -28%