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Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
2401
Pension & Wealth Management Advisors
Massachusetts
$339K +$300 +5 +0.1%
WA
2402
Wambolt & Associates
Colorado
$339K -$66.6K -1,108 -17%
WIA
2403
World Investment Advisors
California
$338K -$388K -6,466 -60%
EIA
2404
Edgemoor Investment Advisors
Maryland
$338K -$30.5K -507 -8%
FFG
2405
Frisch Financial Group
New York
$337K +$3.36K +56 +1%
KWA
2406
Kellett Wealth Advisors
Ohio
$336K
FIBT
2407
First International Bank & Trust
North Dakota
$335K
TWM
2408
Tradition Wealth Management
Minnesota
$332K +$46.3K +771 +17%
BFWA
2409
Benchmark Financial Wealth Advisors
Florida
$332K +$70K +1,166 +27%
IWN
2410
Independent Wealth Network
Iowa
$332K +$106K +1,772 +48%
CFO
2411
Colony Family Offices
North Carolina
$332K +$240 +4 +0.1%
ACS
2412
Archford Capital Strategies
Illinois
$332K -$46.1K -767 -12%
RFN
2413
Redwood Financial Network
Ohio
$331K -$2.76K -46 -0.8%
SCA
2414
Sippican Capital Advisors
Massachusetts
$330K -$84.1K -1,400 -21%
FIM
2415
Freedom Investment Management
Connecticut
$330K -$57.4K -955 -15%
BFS
2416
Burkett Financial Services
South Carolina
$329K
LB
2417
Legacy Bridge
Iowa
$329K -$54.1K -900 -14%
AIM
2418
Acropolis Investment Management
Missouri
$327K -$10.6K -176 -3%
AWA
2419
Acorn Wealth Advisors
Michigan
$326K +$27.4K +456 +9%
HFA
2420
High Falls Advisors
New York
$325K -$12K -200 -4%
AIA
2421
Arbor Investment Advisors
North Carolina
$324K -$48.1K -801 -13%
SDWIA
2422
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$324K +$60 +1 +0%
ATFA
2423
All Terrain Financial Advisors
Minnesota
$324K
OCM
2424
Orleans Capital Management
Louisiana
$324K -$31.2K -520 -9%
MIM
2425
Miller Investment Management
Pennsylvania
$324K