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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
Angeles Wealth Management
California
$429K -$7.22K -239 -2%
QC
2102
Quent Capital
New York
$429K +$24.8K +819 +6%
ATWA
2103
Arbor Trust Wealth Advisors
Michigan
$428K -$110K -3,625 -20%
MCWS
2104
McKinley Carter Wealth Services
West Virginia
$428K -$131K -4,329 -23%
FDS
2105
First Dallas Securities
Texas
$428K +$449K +14,850 New
CAL
2106
Capital Advisors Ltd
Ohio
$427K +$29.6K +978 +7%
SWA
2107
Sightline Wealth Advisors
Connecticut
$427K -$15.9K -526 -3%
DTC
2108
Davidson Trust Company
Washington
$424K +$24.6K +815 +6%
IFAM
2109
Institutional & Family Asset Management
Colorado
$424K -$2.42K -80 -0.5%
RMF
2110
Red Mountain Financial
Colorado
$424K +$445K +14,711 New
FEM
2111
Fulcrum Equity Management
Texas
$423K -$75.1K -2,484 -14%
AA
2112
Alta Advisers
United Kingdom
$423K – – –
MCWA
2113
Meadow Creek Wealth Advisors
Georgia
$423K +$444K +14,694 New
BWA
2114
Burt Wealth Advisors
Maryland
$423K -$1.51K -50 -0.3%
QWP
2115
Quotient Wealth Partners
Texas
$423K +$444K +14,680 New
HI
2116
Hoey Investments
Pennsylvania
$422K -$41.5K -1,374 -9%
NA
2117
Navellier & Associates
Nevada
$421K -$178K -5,872 -29%
TCM
2118
Teza Capital Management
Illinois
$421K +$442K +14,615 New
MWM
2119
Merriman Wealth Management
Washington
$420K +$4.14K +137 +0.9%
JF
2120
Joule Financial
Kentucky
$420K -$37.1K -1,226 -8%
LWA
2121
Lantern Wealth Advisors
New York
$419K +$440K +14,568 New
OA
2122
Oxbow Advisors
Texas
$419K -$4.13M -136,724 -90%
VDI
2123
Vaughan David Investments
Illinois
$419K -$215K -7,127 -33%
PWM
2124
Proathlete Wealth Management
Florida
$419K +$440K +14,550 New
CBFP
2125
Cedar Brook Financial Partners
Ohio
$417K -$43.9K -1,453 -9%