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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1101
Occidental Asset Management
California
$397K -$34.2K -300 -8%
AWMA
1102
Arbor Wealth Management (Arizona)
Arizona
$396K +$396K +3,472 New
TAP
1103
Tounjian Advisory Partners
Florida
$396K +$396K +3,467 New
SCP
1104
Sivia Capital Partners
California
$392K -$203K -1,777 -34%
CCA
1105
Cravens & Co Advisors
Tennessee
$392K -$162K -1,418 -29%
GS
1106
GWN Securities
Florida
$392K +$85.9K +753 +28%
RI
1107
Ridgewood Investments
New Jersey
$391K +$65.6K +575 +20%
FFM
1108
Forum Financial Management
Illinois
$391K +$35.4K +310 +10%
APW
1109
Aventura Private Wealth
Florida
$390K -$9.59K -84 -2%
TWM
1110
Trueblood Wealth Management
Ohio
$389K -$12.8K -112 -3%
EAN
1111
Excelsior Advisor Network
Colorado
$388K +$54K +473 +16%
CCA
1112
Checchi Capital Advisers
California
$388K -$19.5K -171 -5%
CWA
1113
Clarity Wealth Advisors
California
$386K -$17.1K -150 -4%
SWGC
1114
Summit Wealth Group (Colorado)
Colorado
$385K +$13.9K +122 +4%
OWA
1115
One Wealth Advisors
California
$384K -$22K -193 -5%
GA
1116
Goldstein Advisors
Wisconsin
$384K +$92.6K +811 +32%
MSR
1117
Main Street Research
Connecticut
$382K +$104K +909 +37%
NA
1118
Nautilus Advisors
California
$378K +$65.6K +575 +23%
FUBT
1119
First United Bank & Trust
Maryland
$377K -$33.1K -290 -8%
GFPC
1120
Global Financial Private Client
Florida
$377K +$3.42K +30 +0.9%
GBFG
1121
Gerald Baker Financial Group
Texas
$377K
MSFS
1122
Main Street Financial Solutions
Pennsylvania
$376K +$36.3K +318 +11%
EFL
1123
ERn Financial LLC
Wisconsin
$374K -$3.42K -30 -0.9%
BW
1124
BXM Wealth
Colorado
$372K +$122K +1,065 +49%
APW
1125
Acima Private Wealth
Virginia
$371K