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Name Holding Trade Value Shares
Change
Change in
Stake
WW
2351
Westshore Wealth
California
$240K +$232K +10,502 New
TIAM2
2352
Tru Independence Asset Management 2
Oregon
$239K -$25.2K -1,140 -10%
AFA
2353
Atlanta Financial Associates
Georgia
$239K – – –
RIS
2354
Retirement Income Solutions
Michigan
$239K +$111 +5 +0%
GCA
2355
Genesee Capital Advisors
New York
$239K +$231K +10,437 New
HCA
2356
Harbour Capital Advisors
Virginia
$239K +$231K +10,464 New
QWM
2357
Quaker Wealth Management
New Jersey
$238K -$13.6K -613 -6%
ODG
2358
O'Dell Group
Ohio
$238K +$21.3K +964 +10%
FFS
2359
Founders Financial Securities
Maryland
$237K -$58.5K -2,646 -20%
SDH
2360
Sloy Dahl & Holst
Washington
$237K -$18.1K -820 -7%
AA
2361
ACT Advisors
North Carolina
$237K -$2.21K -100 -1%
RWM
2362
Reston Wealth Management
Virginia
$237K +$8.05K +364 +4%
NG
2363
Northstar Group
New York
$236K -$45.6K -2,061 -17%
FMB
2364
Field & Main Bank
Kentucky
$236K – – –
FMP
2365
Financial Management Professionals
Texas
$235K -$31.8K -1,436 -12%
LFA
2366
Landmark Financial Advisors
Kentucky
$235K -$13.2K -596 -5%
FNBSF
2367
First National Bank Sioux Falls
South Dakota
$235K +$14.4K +650 +7%
GSEP
2368
Golden State Equity Partners
California
$234K -$296K -13,383 -57%
SFG
2369
Sunburst Financial Group
Alabama
$234K -$2.15K -97 -0.9%
QAM
2370
QCI Asset Management
New York
$234K +$226K +10,224 New
LFA
2371
Lighthouse Financial Advisors
Maryland
$233K -$2.11M -95,336 -90%
LWMG
2372
Levy Wealth Management Group
Pennsylvania
$233K -$7.16K -324 -3%
SAM
2373
Security Asset Management
New York
$232K +$71.8K +3,249 +47%
CAM
2374
Congress Asset Management
Massachusetts
$231K -$39.6K -1,791 -15%
AFA
2375
American Financial Advisors
Georgia
$231K -$8.64K -391 -4%