Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1526
Systematic Alpha Investments
New Jersey
$262K – – –
WCFA
1527
Walkner Condon Financial Advisors
Wisconsin
$262K +$16.5K +38 +7%
HCM
1528
HMS Capital Management
Tennessee
$261K – – –
LAM
1529
Lakewood Asset Management
Illinois
$261K – – –
LFG
1530
Lockerman Financial Group
California
$259K +$242K +558 New
DS
1531
DRW Securities
Illinois
$259K -$1.09M -2,522 -82%
WTA
1532
Washington Trust Advisors
Massachusetts
$259K +$6.93K +16 +3%
Empower Advisory Group
1533
Empower Advisory Group
Colorado
$258K -$30.7K -71 -11%
MCWA
1534
Meadow Creek Wealth Advisors
Georgia
$257K +$28.1K +65 +13%
EA
1535
Everpar Advisors
Oklahoma
$257K +$6.93K +16 +3%
NEWAS
1536
N.E.W. Advisory Services
Wisconsin
$256K – – –
MSFS
1537
Main Street Financial Solutions
Pennsylvania
$256K -$30.3K -70 -11%
CMS
1538
Capital Market Strategies
Florida
$254K -$21.6K -50 -8%
SOS
1539
Silver Oak Securities
Tennessee
$254K +$57.2K +132 +32%
MPW
1540
MGO Private Wealth
California
$254K +$236K +546 New
ICP
1541
Interchange Capital Partners
Pennsylvania
$253K +$18.2K +42 +8%
CBFP
1542
Cedar Brook Financial Partners
Ohio
$250K +$5.2K +12 +2%
KFP
1543
Keener Financial Planning
Texas
$250K +$21.6K +50 +10%
VHAM
1544
Van Hulzen Asset Management
California
$250K +$233K +539 New
RWPA
1545
Richard W. Paul & Associates
Michigan
$249K -$5.2K -12 -2%
CF
1546
Copperwynd Financial
Arizona
$249K +$233K +537 New
SIM
1547
SSI Investment Management
California
$248K -$26K -60 -10%
HW
1548
Hamilton Wealth
California
$247K -$191K -441 -45%
MWA
1549
Motive Wealth Advisors
Michigan
$247K +$231K +533 New
WFC
1550
Western Financial Corp
California
$247K +$230K +532 New