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Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
3226
Heritage Oak Wealth Advisors
Florida
$356K -$860K -2,672 -75%
CWA
3227
Carolina Wealth Advisors
South Carolina
$356K -$138K -429 -33%
RT
3228
Rockland Trust
Massachusetts
$356K – – –
CCA
3229
Cora Capital Advisors
New Jersey
$356K +$9.97K +31 +4%
CA
3230
CGN Advisors
Kansas
$356K -$196K -610 -41%
MWML
3231
M Wealth Management LLC
California
$355K +$283K +880 New
VWM
3232
Verus Wealth Management
Wisconsin
$355K +$283K +880 New
ORC
3233
O'Rourke & Company
Massachusetts
$355K -$14.8K -46 -5%
TCM
3234
Tributary Capital Management
Nebraska
$353K +$282K +875 New
FNBOMD
3235
First National Bank of Mount Dora
Florida
$353K – – –
UWM
3236
USAdvisors Wealth Management
Minnesota
$353K +$1.61K +5 +0.6%
CP
3237
Cumberland Partners
Ontario, Canada
$353K -$11.3K -35 -4%
LIA
3238
LifePlan Investment Advisors
North Carolina
$353K +$33.8K +105 +14%
KW
3239
KWB Wealth
California
$353K – – –
SCA
3240
Sage Capital Advisors
South Dakota
$352K +$14.5K +45 +5%
Innovator Capital Management
3241
Innovator Capital Management
Illinois
$352K +$280K +871 New
FFO
3242
Fortitude Family Office
Arizona
$351K +$15.4K +48 +6%
KBFS
3243
Kohmann Bosshard Financial Services
Ohio
$351K +$5.15K +16 +2%
MWP
3244
Meriwether Wealth & Planning
Louisiana
$351K +$279K +868 New
JHCP
3245
Jackson Hole Capital Partners
Oklahoma
$350K +$19.9K +62 +8%
FIA
3246
FPC Investment Advisory
California
$350K +$27.3K +85 +11%
HR
3247
Howe & Rusling
New York
$349K +$19.6K +61 +8%
DPW
3248
DiNuzzo Private Wealth
Pennsylvania
$349K +$32.5K +101 +13%
MPW
3249
MA Private Wealth
California
$348K -$12.2K -38 -4%
SFA
3250
Semmax Financial Advisors
North Carolina
$348K +$21.6K +67 +7%