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Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
3651
Wealth Advisors of Iowa
Iowa
$319K -$48.5K -122 -14%
KWM
3652
Kanen Wealth Management
Florida
$319K – – –
CL
3653
CPWA LLC
Oregon
$319K +$1.99K +5 +0.7%
UB
3654
Umpqua Bank
Oregon
$318K +$7.95K +20 +3%
BWM
3655
Brickley Wealth Management
California
$318K +$10.3K +26 +4%
Vanguard National Trust
3656
Vanguard National Trust
Pennsylvania
$318K +$11.5K +29 +4%
PWM
3657
Puff Wealth Management
New Jersey
$318K +$301K +756 New
WFS
3658
Walker Financial Services
Kentucky
$318K +$300K +755 New
PMFA
3659
Plante Moran Financial Advisors
Michigan
$317K -$53.3K -134 -15%
S4W
3660
Solutions 4 Wealth
Texas
$317K -$11.1K -28 -4%
LOPW
3661
Live Oak Private Wealth
North Carolina
$317K +$19.1K +48 +7%
CWM
3662
Carolina Wealth Management
North Carolina
$317K +$300K +754 New
CM
3663
Cornerstone Management
Georgia
$317K – – –
TCM
3664
Teza Capital Management
Illinois
$317K +$43.7K +110 +17%
PCM
3665
Polymer Capital Management
New York
$316K -$2.19M -5,518 -88%
HFS
3666
Horizon Financial Services
North Carolina
$316K +$93.1K +234 +45%
CIA
3667
Cohen Investment Advisors
New Hampshire
$315K – – –
PB
3668
Pinnacle Bancorp
Nebraska
$315K – – –
TFP
3669
Traction Financial Partners
Wyoming
$315K – – –
WMN
3670
Wealth Management Nebraska
Nebraska
$315K +$22.7K +57 +8%
CWP
3671
Corepath Wealth Partners
Arizona
$314K +$42.2K +106 +15%
SHA
3672
Seneca House Advisors
Virginia
$314K +$42.2K +106 +17%
CBB
3673
Citizens Business Bank
California
$314K +$12.3K +31 +4%
WFL
3674
Wealth Forward LLC
North Dakota
$314K +$35.8K +90 +14%
ACP
3675
Arcus Capital Partners
Georgia
$314K -$322K -809 -52%