Name Holding Trade Value Shares
Change
Change in
Stake
TL
1801
Tradewinds LLC
North Carolina
$215K +$214K +452 New
EA
1802
Eclectic Associates
California
$214K +$947 +2 +0.4%
DAM
1803
Doheny Asset Management
California
$214K – – –
CWA
1804
CM Wealth Advisors
Ohio
$214K – – –
MHC
1805
Meyer Handelman Company
New York
$214K – – –
CA
1806
Carson Advisory
Georgia
$214K – – –
OHWA
1807
Oak Hill Wealth Advisors
Virginia
$213K – – –
HCM
1808
HMS Capital Management
Tennessee
$213K – – –
CWA
1809
Centennial Wealth Advisory
Michigan
$213K +$212K +448 New
KWM
1810
KFG Wealth Management
Indiana
$211K -$1.89K -4 -0.9%
BOSSRA
1811
B.O.S.S. Retirement Advisors
Utah
$211K -$66.8K -141 -24%
WAG
1812
Winthrop Advisory Group
Massachusetts
$210K +$210K +443 New
AT
1813
American Trust
Kentucky
$210K -$2.84K -6 -1%
SDWIA
1814
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$210K +$210K +443 New
GFPC
1815
Global Financial Private Client
Florida
$210K +$209K +442 New
PWM
1816
PBMares Wealth Management
Virginia
$210K – – –
LWM
1817
Lionshead Wealth Management
New York
$209K +$208K +440 New
BDL
1818
Banque de Luxembourg
Luxembourg
$209K +$91.4K +193 +78%
MWP
1819
Meridian Wealth Partners
Pennsylvania
$209K -$7.58K -16 -4%
IWA
1820
IVC Wealth Advisors
Pennsylvania
$208K +$207K +438 New
AIA
1821
AssuredPartners Investment Advisors
Florida
$208K +$2.84K +6 +1%
BBA
1822
Braun-Bostich & Associates
Pennsylvania
$208K +$207K +437 New
LP
1823
LGL Partners
Pennsylvania
$207K +$473 +1 +0.2%
EB
1824
Exchange Bank
California
$207K – – –
MW
1825
MBL Wealth
North Carolina
$207K +$206K +436 New