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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2326
Outlook Wealth Advisors
Texas
$260K +$13.3K +37 +5%
TA
2327
Trellis Advisors
Washington
$259K +$2.16K +6 +0.8%
FWM
2328
FFT Wealth Management
Pennsylvania
$258K
DA
2329
DCM Advisors
New York
$257K -$89.2K -248 -26%
CFG
2330
Cooper Financial Group
California
$257K -$1.08K -3 -0.4%
KA
2331
KLCM Advisors
Wisconsin
$256K
PCM
2332
Prelude Capital Management
New York
$256K +$258K +717 New
SWP
2333
Strategic Wealth Partners
Ohio
$255K -$53.6K -149 -17%
WFA
2334
Wellspring Financial Advisors
Ohio
$255K +$359 +1 +0.1%
CCP
2335
Cassia Capital Partners
North Carolina
$255K +$6.11K +17 +2%
CYG
2336
Clean Yield Group
Vermont
$255K +$21.9K +61 +9%
JFA
2337
JNBA Financial Advisors
Minnesota
$254K
AUB
2338
Atlantic Union Bankshares
Virginia
$253K +$10.8K +30 +4%
FFG
2339
Frisch Financial Group
New York
$252K +$359 +1 +0.1%
HG
2340
Harbor Group
New Hampshire
$251K -$4.67K -13 -2%
1WM
2341
1900 Wealth Management
Texas
$251K
WIC
2342
WealthBridge Investment Counsel
Alberta, Canada
$251K
TIA
2343
Tiemann Investment Advisors
California
$251K +$21.6K +60 +9%
GKWIM
2344
Gerber Kawasaki Wealth & Investment Management
California
$250K -$71.5K -199 -22%
MWA
2345
Monograph Wealth Advisors
California
$250K +$29.1K +81 +13%
MA
2346
MCF Advisors
Kentucky
$249K +$251K +697 New
BG
2347
Benedetti & Gucer
Georgia
$248K
BCP
2348
Berkeley Capital Partners
Georgia
$248K +$6.83K +19 +3%
CAI
2349
Capital Advisors Inc
Oklahoma
$248K +$7.91K +22 +3%
H
2350
HoyleCohen
California
$247K +$359 +1 +0.1%