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Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
2251
Houlihan Financial Resource Group
Virginia
$365K +$357K +12,367 New
RWA
2252
Redhawk Wealth Advisors
Minnesota
$363K +$50.5K +1,750 +17%
SAM
2253
Security Asset Management
New York
$361K +$99.7K +3,454 +39%
NRI
2254
NFP Retirement Inc
California
$360K +$352K +12,207 New
AWMF
2255
Arbor Wealth Management (Florida)
Florida
$359K -$4.69M -162,522 -93%
EFL
2256
ERn Financial LLC
Wisconsin
$359K +$123K +4,247 +54%
TCBWMS
2257
Texas Capital Bank Wealth Management Services
Texas
$359K +$351K +12,156 New
MIH
2258
Meitav Investment House
Israel
$358K – – –
AWM
2259
Altus Wealth Management
Kentucky
$358K +$350K +12,119 New
SPP
2260
Single Point Partners
Massachusetts
$357K +$349K +12,089 New
BWP
2261
Baldwin Wealth Partners
Massachusetts
$356K +$28.6K +992 +9%
BAM
2262
Bellevue Asset Management
Washington
$356K +$348K +12,052 New
FPB
2263
First PREMIER Bank
South Dakota
$354K -$7.65K -265 -2%
HFP
2264
Holistic Financial Partners
Indiana
$354K – – –
AA
2265
AF Advisors
California
$354K +$347K +12,009 New
PWM
2266
Peterson Wealth Management
Nevada
$354K +$355K +12,304 New
RCA
2267
Rowland Carmichael Advisors
Arizona
$352K -$40.7K -1,410 -11%
JAWM
2268
J. Arnold Wealth Management
Ohio
$352K +$344K +11,920 New
WW
2269
Westshore Wealth
California
$352K +$345K +11,940 New
CFA
2270
Capstone Financial Advisors
Illinois
$351K +$22.7K +786 +7%
KFS
2271
Kelly Financial Services
Massachusetts
$351K +$7.83K +271 +2%
MTC
2272
McDaniel Terry & Co
Texas
$350K +$4.91K +170 +1%
Aristotle Capital Management
2273
Aristotle Capital Management
California
$349K -$9.01K -312 -3%
HA
2274
Harborview Advisors
Maine
$348K -$10.6K -368 -3%
PWA
2275
Physician Wealth Advisors
Utah
$348K – – –