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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2526
Cook Wealth
North Carolina
$361K -$37.7K -154 -9%
GWM
2527
Gibbs Wealth Management
Georgia
$360K -$246K -1,005 -41%
HAS
2528
Holland Advisory Services
Florida
$359K +$37.9K +155 +12%
CWC
2529
Carolinas Wealth Consulting
North Carolina
$359K -$2.69K -11 -0.8%
OAM
2530
Occidental Asset Management
California
$359K +$353K +1,442 New
CSPIA
2531
Cary Street Partners Investment Advisory
Virginia
$359K +$118K +484 +51%
SIC
2532
SJS Investment Consulting
Ohio
$358K +$734 +3 +0.2%
TTWM
2533
TCV Trust & Wealth Management
Virginia
$358K +$24.5K +100 +7%
AWG
2534
Altus Wealth Group
Colorado
$358K -$734 -3 -0.2%
PAW
2535
Plan A Wealth
Nebraska
$358K +$352K +1,440 New
JWM
2536
JGP Wealth Management
Oregon
$358K +$4.89K +20 +1%
NWA
2537
New World Advisors
Massachusetts
$358K -$978 -4 -0.3%
PWA
2538
Primoris Wealth Advisors
Florida
$357K – – –
MIA
2539
MeadowBrook Investment Advisors
Michigan
$357K -$3.67K -15 -1%
AFM
2540
Abbot Financial Management
Massachusetts
$356K +$2.69K +11 +0.8%
SA
2541
Sovran Advisors
California
$356K -$14.9K -61 -4%
MSR
2542
Main Street Research
Connecticut
$355K -$56.3K -230 -14%
LAM
2543
Lountzis Asset Management
Pennsylvania
$354K – – –
AIM
2544
Advyzon Investment Management
Illinois
$354K -$16.9K -69 -5%
SF
2545
Safeguard Financial
Wisconsin
$354K +$3.18K +13 +0.9%
WAAG
2546
Wealth Alliance Advisory Group
Kansas
$354K -$121K -495 -26%
RWM
2547
Rockline Wealth Management
New York
$354K +$8.81K +36 +3%
AGWCA
2548
Annis Gardner Whiting Capital Advisors
Florida
$353K -$73.4K -300 -17%
BTWM
2549
Brass Tax Wealth Management
Ohio
$353K -$3.18K -13 -0.9%
MWA
2550
Motive Wealth Advisors
Michigan
$353K -$21K -86 -6%