Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1626
FSM Wealth Advisors
Ohio
$421K +$2.25K +49 +0.5%
CA
1627
Calton & Associates
Florida
$421K -$230K -5,011 -34%
RWP
1628
Ridgecrest Wealth Partners
California
$419K +$14.9K +325 +4%
CWM
1629
Centurion Wealth Management
Virginia
$419K +$435K +9,500 New
OWM
1630
Opes Wealth Management
California
$418K +$2.52K +55 +0.6%
BLAM
1631
Bourne Lent Asset Management
New York
$418K – – –
RCYC
1632
Richard C. Young & Co
Rhode Island
$416K – – –
CWM
1633
Chemistry Wealth Management
New York
$416K -$16.5K -361 -4%
SB
1634
Simmons Bank
Arkansas
$415K -$41.8K -913 -9%
PAA
1635
Peregrine Asset Advisers
Oregon
$414K +$50.4K +1,100 +13%
WEG
1636
World Equity Group
Illinois
$414K +$54.3K +1,184 +14%
BWM
1637
Bullock Wealth Management
Indiana
$411K – – –
GCA
1638
Gradient Capital Advisors
California
$410K +$917 +20 +0.2%
BMC
1639
Benin Management Corp
Connecticut
$410K +$22.9K +500 +6%
5NPW
1640
55 North Private Wealth
Florida
$410K +$49.2K +1,073 +13%
AF
1641
Avanza Fonder
Sweden
$409K -$56.9K -1,242 -12%
RIA
1642
Regal Investment Advisors
Michigan
$409K +$103K +2,249 +32%
LFA
1643
Laraway Financial Advisors
Minnesota
$409K -$133K -2,900 -24%
DA
1644
Doliver Advisors
Texas
$409K -$23.1K -505 -5%
GFA
1645
Gallagher Fiduciary Advisors
Illinois
$409K -$6.42K -140 -1%
ACM
1646
Advance Capital Management
Michigan
$408K +$13.5K +294 +3%
TCM
1647
Triumph Capital Management
Colorado
$407K -$175K -3,820 -29%
MPIA
1648
Mountain Pacific Investment Advisers
Idaho
$406K +$25.7K +560 +6%
LCAM
1649
London & Capital Asset Management
United Kingdom
$405K – – –
KFAS
1650
Keating Financial Advisory Services
Kansas
$404K +$12.9K +282 +3%