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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2701
HHM Wealth Advisors
Tennessee
$280K -$17.8K -39 -6%
TVWM
2702
Tower View Wealth Management
Wisconsin
$280K +$10.5K +23 +4%
RDWM
2703
Red Door Wealth Management
Tennessee
$279K – – –
W
2704
Wealthquest
Ohio
$279K +$1.37K +3 +0.5%
WIC
2705
WealthBridge Investment Counsel
Alberta, Canada
$279K – – –
CWM
2706
Chicago Wealth Management
Illinois
$279K – – –
FDS
2707
Freedom Day Solutions
Texas
$278K – – –
MAG
2708
Mayfair Advisory Group
Alabama
$278K -$36.9K -81 -11%
OTL
2709
Oak Thistle LLC
New York
$277K +$287K +629 New
CWA
2710
Carolina Wealth Advisors
South Carolina
$277K – – –
GSIAS
2711
Garden State Investment Advisory Services
New Jersey
$276K – – –
MCA
2712
MSH Capital Advisors
Arizona
$275K -$47.4K -104 -14%
GJIA
2713
Glass Jacobson Investment Advisors
Maryland
$275K – – –
SCA
2714
Sandy Cove Advisors
Massachusetts
$275K -$5.47K -12 -2%
OWA
2715
Opal Wealth Advisors
New York
$274K +$3.64K +8 +1%
RFP
2716
Root Financial Partners
California
$274K +$283K +622 New
SF
2717
Safeguard Financial
Wisconsin
$274K +$73.8K +162 +35%
VWM
2718
Vigilare Wealth Management
Arizona
$274K – – –
EA
2719
Emerald Advisors
Washington
$273K +$17.3K +38 +7%
FFS
2720
Founders Financial Securities
Maryland
$272K +$20K +44 +8%
AT
2721
Arlington Trust
Alabama
$272K -$470K -1,031 -63%
HCP
2722
Hexagon Capital Partners
Arkansas
$272K +$10.9K +24 +4%
DWM
2723
Denver Wealth Management
Colorado
$271K -$36.4K -80 -12%
KCPG
2724
Kavar Capital Partners Group
Kansas
$270K +$49.2K +108 +21%
LGW
2725
Leslie Global Wealth
Illinois
$270K +$279K +613 New