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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2201
Acorn Wealth Advisors
Michigan
$329K -$17.5K -656 -5%
LA
2202
Latitude Advisors
Florida
$329K -$14.6K -550 -4%
WAM
2203
Weinberger Asset Management
California
$329K +$266 +10 +0.1%
SGWP
2204
Sun Group Wealth Partners
California
$329K +$47.7K +1,790 +18%
GPW
2205
Genesis Private Wealth
Virginia
$328K +$39.5K +1,485 +15%
BWA
2206
Beam Wealth Advisors
Louisiana
$327K -$435K -16,344 -58%
LEA
2207
Legacy Edge Advisors
New York
$327K -$25.7K -965 -8%
QVR
2208
QVR
California
$326K +$309K +11,622 New
CAC
2209
Core Alternative Capital
Georgia
$326K +$34.6K +1,300 +13%
AMM
2210
American Money Management
California
$326K -$17.7K -665 -5%
GAA
2211
Guardian Asset Advisors
Pennsylvania
$326K +$33.6K +1,261 +12%
FCT
2212
First Community Trust
Iowa
$325K – – –
MWP
2213
Meriwether Wealth & Planning
Louisiana
$325K +$16.8K +632 +6%
TIAA Trust, National Association
2214
TIAA Trust, National Association
North Carolina
$325K -$7.73M -290,345 -96%
NP
2215
Nilsine Partners
Colorado
$324K +$5.19K +195 +2%
MCM
2216
MV Capital Management
Maryland
$323K -$80 -3 -0%
CWP
2217
Core Wealth Partners
California
$323K -$23.9K -896 -7%
EPG
2218
Estate Planners Group
Pennsylvania
$323K +$4.45K +167 +1%
AWAU
2219
Alliance Wealth Advisors (Utah)
Utah
$322K -$110K -4,115 -26%
AF
2220
Arrow Financial
New York
$322K -$7.19K -270 -2%
WHC
2221
Wulff, Hansen & Co
California
$322K – – –
SCM
2222
Stonehearth Capital Management
Massachusetts
$322K -$4.98K -187 -2%
Kovitz Investment Group Partners
2223
Kovitz Investment Group Partners
Illinois
$321K -$6.53M -245,104 -96%
WCG
2224
Weaver Consulting Group
California
$321K +$6.5K +244 +2%
RWP
2225
Revolve Wealth Partners
New Jersey
$321K -$52.5K -1,971 -15%