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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2326
Orgel Wealth Management
Wisconsin
$245K +$25.2K +185 +12%
OFW
2327
Omnia Family Wealth
Florida
$244K – – –
KM
2328
Kalos Management
Georgia
$243K -$29.2K -215 -11%
BWM
2329
BigSur Wealth Management
Florida
$243K +$238K +1,750 New
CIA
2330
Compass Ion Advisors
Pennsylvania
$243K +$238K +1,751 New
MCM
2331
Magnolia Capital Management
New York
$242K – – –
TA
2332
Trellis Advisors
Washington
$241K -$21.4K -157 -8%
IAS
2333
IMA Advisory Services
Colorado
$241K – – –
CF
2334
Corrigan Financial
Rhode Island
$240K – – –
AWM
2335
Aprio Wealth Management
Georgia
$238K – – –
CWM
2336
Campbell Wealth Management
Virginia
$238K – – –
CA
2337
Cortland Associates
Missouri
$238K – – –
GAM
2338
Gemmer Asset Management
California
$238K – – –
SWM
2339
Sugarloaf Wealth Management
Georgia
$234K +$272 +2 +0.1%
HWA
2340
HHM Wealth Advisors
Tennessee
$234K +$7.48K +55 +3%
KFS
2341
Kelly Financial Services
Massachusetts
$233K -$2.86K -21 -1%
GSIS
2342
Global Strategic Investment Solutions
Arizona
$233K +$2.58K +19 +1%
5L
2343
55I LLC
Massachusetts
$233K +$229K +1,681 New
LFG
2344
LifePlan Financial Group
Ohio
$232K -$13.6K -100 -6%
DI
2345
Diligent Investors
California
$231K -$12.4K -91 -5%
TVAMP
2346
Tennessee Valley Asset Management Partners
Tennessee
$231K +$272 +2 +0.1%
BA
2347
Ballew Advisors
Mississippi
$231K +$228K +1,676 New
CWM
2348
Centric Wealth Management
Illinois
$230K +$10.5K +77 +5%
PWM
2349
PRW Wealth Management
Massachusetts
$229K -$46.7K -343 -17%
LWA
2350
Lenox Wealth Advisors
New York
$229K +$1.36K +10 +0.6%