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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1051
Voleon Capital Management
California
$343K +$343K +4,482 New
WFS
1052
Walker Financial Services
Kentucky
$341K
BMWM
1053
Brown Miller Wealth Management
Virginia
$339K
RA
1054
Ransom Advisory
Rhode Island
$337K -$15.3K -200 -4%
ACM
1055
Andina Capital Management
Utah
$337K -$1.68K -22 -0.5%
OC
1056
Oakworth Capital
Alabama
$335K
HFRG
1057
Houlihan Financial Resource Group
Virginia
$335K
GIA
1058
Gladstone Institutional Advisory
Florida
$334K -$11.6K -152 -3%
FFA
1059
First Foundation Advisors
California
$333K -$23.6K -308 -7%
GWA
1060
GGM Wealth Advisors
Maryland
$329K -$4.06K -53 -1%
HCMT
1061
Highland Capital Management (Tennessee)
Tennessee
$329K
SOS
1062
Silver Oak Securities
Tennessee
$328K +$329K +4,302 New
HSWM
1063
Hubbell Strickland Wealth Management
Louisiana
$328K +$1.68K +22 +0.5%
PCG
1064
Prosperity Consulting Group
Maryland
$327K -$105K -1,369 -24%
WWP
1065
WR Wealth Planners
Missouri
$326K +$29.5K +386 +10%
JG
1066
Jain Global
New York
$326K +$327K +4,267 New
NWM
1067
Northcape Wealth Management
New York
$326K -$3.52K -46 -1%
SCA
1068
Snowden Capital Advisors
New York
$325K +$31.1K +406 +11%
I
1069
InceptionR
California
$325K -$1.54M -20,106 -83%
TCOT
1070
Trust Company of Toledo
Ohio
$325K -$25.8K -337 -7%
AB
1071
Atlas Brown
Kentucky
$323K +$383 +5 +0.1%
NC
1072
Napatree Capital
Rhode Island
$323K +$65.8K +859 +26%
RCM
1073
Raleigh Capital Management
North Carolina
$322K -$3.9K -51 -1%
FFA
1074
Farther Finance Advisors
California
$321K +$50.5K +660 +19%
SPA
1075
Sherbrooke Park Advisers
New York
$320K +$102K +1,334 +47%