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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
401
ORBA Wealth Advisors
Illinois
$386K
WTA
402
Washington Trust Advisors
Massachusetts
$385K +$166K +2,920 +76%
TAM
403
Titleist Asset Management
Texas
$380K +$5.44K +96 +1%
CFSG
404
Clark Financial Services Group
Missouri
$378K +$375K +6,618 New
LFAS
405
Level Four Advisory Services
Texas
$377K -$635K -11,204 -63%
RWA
406
Redhawk Wealth Advisors
Minnesota
$373K +$14.2K +251 +4%
KMWM
407
Keudell/Morrison Wealth Management
Oregon
$371K
NWMG
408
National Wealth Management Group
Ohio
$370K -$23.8K -419 -6%
SI
409
Severin Investments
Missouri
$368K +$2.95K +52 +0.8%
PSP
410
Principal Street Partners
Tennessee
$368K -$3.97K -70 -1%
AGC
411
Aspen Grove Capital
Colorado
$368K
VPWA
412
Vestia Personal Wealth Advisors
Indiana
$366K
HNB
413
Hilltop National Bank
Wyoming
$365K
LC
414
Lavaca Capital
Texas
$365K
Squarepoint
415
Squarepoint
New York
$360K +$357K +6,300 New
PA
416
Parallel Advisors
California
$359K +$35.2K +620 +11%
VI
417
Vestcor Inc
New Brunswick, Canada
$359K
BB
418
Bell Bank
North Dakota
$354K
GS
419
GWN Securities
Florida
$354K +$119K +2,106 +51%
GIA
420
Gladstone Institutional Advisory
Florida
$352K -$15.5K -274 -4%
EWM
421
Empirical Wealth Management
Washington
$352K +$25.3K +446 +8%
CCA
422
Corps Capital Advisors
Texas
$348K +$346K +6,104 New
BHPW
423
Beverly Hills Private Wealth
California
$348K +$29.6K +522 +9%
FAM
424
Formidable Asset Management
Ohio
$343K -$65.1K -1,148 -15%
GVAG
425
Great Valley Advisor Group
Delaware
$342K +$340K +5,988 New