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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
3201
WestHill Financial Advisors
California
$216K -$7.06K -68 -3%
SDJVC
3202
St. Denis J. Villere & Co
Louisiana
$215K +$205K +1,974 New
WHCI
3203
W.H. Cornerstone Investments
Massachusetts
$215K -$134K -1,289 -40%
VAS
3204
Valicenti Advisory Services
New York
$215K -$2.08K -20 -1%
SFC
3205
Strategic Financial Concepts
Texas
$215K -$62.6K -603 -23%
Facet Wealth Inc
3206
Facet Wealth Inc
Maryland
$215K +$176K +1,694 New
SWM
3207
SFG Wealth Management
Maryland
$215K -$415 -4 -0.2%
PFA
3208
Pathway Financial Advisors
Vermont
$214K +$204K +1,965 New
MFGP
3209
Marshall Financial Group (Pennsylvania)
Pennsylvania
$214K +$204K +1,965 New
Charles Schwab Investment Advisory
3210
Charles Schwab Investment Advisory
California
$214K +$204K +1,961 New
SHA
3211
Seneca House Advisors
Virginia
$214K -$6.23K -60 -3%
PAM
3212
PVG Asset Management
Colorado
$213K +$203K +1,955 New
CapitalatWork SA
3213
CapitalatWork SA
$213K – – –
AFA
3214
American Financial Advisors
Georgia
$213K -$4.05K -39 -2%
CWM
3215
Cranbrook Wealth Management
Michigan
$213K +$10.4K +100 +5%
ICP
3216
Interchange Capital Partners
Pennsylvania
$212K -$76.6K -738 -27%
AWM
3217
Able Wealth Management
New Jersey
$212K +$202K +1,945 New
DCM
3218
Davis Capital Management
Florida
$211K +$201K +1,940 New
MWA
3219
MFA Wealth Advisors
Pennsylvania
$211K +$201K +1,939 New
CWM
3220
Cherrydale Wealth Management
New Jersey
$211K +$201K +1,936 New
BAWM
3221
Bennett Associates Wealth Management
Pennsylvania
$211K +$201K +1,934 New
AWM
3222
Aberdeen Wealth Management
Illinois
$211K -$235K -2,263 -54%
FA
3223
Financial Advisors
Massachusetts
$211K +$200K +1,931 New
JCFM
3224
JBR Co Financial Management
Oklahoma
$210K +$200K +1,925 New
SIA
3225
Spectrum Investment Advisors
Wisconsin
$209K +$199K +1,920 New