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Name Holding Trade Value Shares
Change
Change in
Stake
DAL
2126
Delta Accumulation LLC
California
$232K +$223K +1,982 New
ACM
2127
Allred Capital Management
Texas
$231K -$1.8K -16 -0.8%
WAAG
2128
Wealth Alliance Advisory Group
Kansas
$231K
UIA
2129
UBP Investment Advisors
Switzerland
$230K
TCPWM
2130
Traverso Chambers Private Wealth Management
California
$230K +$2.59K +23 +1%
TCM
2131
Teza Capital Management
Illinois
$229K -$2.14M -18,951 -91%
ACA
2132
Affinity Capital Advisors
California
$229K +$11.2K +99 +5%
WC
2133
Whitney & Co
New York
$228K -$11.3K -100 -5%
COI
2134
Connable Office Inc
Michigan
$228K
NEGWA
2135
New England Guild Wealth Advisors
Connecticut
$228K
SFM
2136
Signet Financial Management
New Jersey
$228K +$9.36K +83 +4%
SVWAG
2137
Sound View Wealth Advisors Group
Georgia
$228K +$219K +1,946 New
RF
2138
Resolute Financial
Massachusetts
$227K +$219K +1,939 New
EWM
2139
Endowment Wealth Management
Wisconsin
$227K +$219K +1,943 New
OWA
2140
Octavia Wealth Advisors
Ohio
$226K -$8.01K -71 -4%
LAS
2141
LWM Advisory Services
Florida
$226K +$218K +1,930 New
BHC
2142
Bowen Hanes & Co
Florida
$225K
HPCM
2143
Hunter Perkins Capital Management
Illinois
$225K
SFG
2144
StrategIQ Financial Group
Indiana
$225K +$216K +1,920 New
SFS
2145
Summit Financial Strategies
Ohio
$224K -$8.12K -72 -4%
CAL
2146
Capital Advisors Ltd
Ohio
$224K +$77.3K +686 +56%
RWA
2147
RGT Wealth Advisors
Texas
$224K +$216K +1,915 New
LFA
2148
Landmark Financial Advisors
Kentucky
$224K +$216K +1,917 New
MAM
2149
Mastrapasqua Asset Management
Tennessee
$223K
SW
2150
StrongBox Wealth
Missouri
$223K +$2.37K +21 +1%