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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
2726
Wills Financial Group
Virginia
$378K
FG
2727
Foster Group
Iowa
$378K +$47.2K +416 +15%
FOA
2728
Five Oceans Advisors
California
$376K -$6.93K -61 -2%
CCM
2729
Carlson Capital Management
Minnesota
$376K -$149K -1,310 -29%
BFWA
2730
Benchmark Financial Wealth Advisors
Florida
$376K -$1.36K -12 -0.4%
BAM
2731
Byrne Asset Management
New Jersey
$375K
AP
2732
Adero Partners
California
$375K -$80.2K -706 -18%
IWN
2733
Independent Wealth Network
Iowa
$375K -$39.4K -347 -10%
WIM
2734
Westside Investment Management
California
$374K -$4.32K -38 -1%
WPA
2735
Winning Points Advisors
Florida
$373K +$1.48K +13 +0.4%
SW
2736
SkyOak Wealth
Michigan
$373K +$11.9K +105 +3%
BAG
2737
Briggs Advisory Group
Rhode Island
$372K +$20K +176 +6%
LFG
2738
Lockerman Financial Group
California
$371K -$61.1K -538 -14%
WA
2739
Waterford Advisors
New York
$370K
GC
2740
Gibson Capital
Pennsylvania
$369K +$2.04K +18 +0.6%
TC
2741
Trilogy Capital
California
$369K +$65.6K +578 +21%
WWC
2742
Waypoint Wealth Counsel
Georgia
$369K -$1.25K -11 -0.3%
RFA
2743
RTD Financial Advisors
Pennsylvania
$368K -$38.4K -338 -10%
CRWM
2744
Castle Rock Wealth Management
California
$367K -$149K -1,308 -29%
CCP
2745
Carmel Capital Partners
California
$367K +$1.14K +10 +0.3%
DIP
2746
Davis Investment Partners
North Carolina
$366K +$384K +3,378 New
AWM
2747
AllSquare Wealth Management
New York
$366K
IAIM
2748
Industrial Alliance Investment Management
Quebec, Canada
$365K -$11.1M -97,530 -97%
RCM
2749
Requisite Capital Management
Texas
$365K
PP
2750
PFS Partners
New Jersey
$365K +$2.16K +19 +0.6%