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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2776
Wealth Management Associates
New Jersey
$424K
TSW
2777
Thompson Siegel & Walmsley
Virginia
$424K +$28K +69 +8%
RRA
2778
Round Rock Advisors
Connecticut
$424K -$5.28K -13 -1%
WSWA
2779
Warren Street Wealth Advisors
California
$423K -$28K -69 -7%
SFC
2780
Strategic Financial Concepts
Texas
$423K -$246K -605 -41%
SWTS
2781
Stonehaven Wealth & Tax Solutions
Wisconsin
$422K +$18.3K +45 +5%
MAG
2782
M3 Advisory Group
Massachusetts
$420K
AMPWP
2783
Alvarez & Marsal Private Wealth Partners
Florida
$420K +$46.7K +115 +15%
ODFS
2784
O'Donnell Financial Services
California
$419K +$40.6K +100 +13%
SIA
2785
Sovereign Investment Advisors
Arizona
$419K
PAMP
2786
Polar Asset Management Partners
Ontario, Canada
$418K -$34.5M -85,118 -99%
AA
2787
Aufman Associates
Pennsylvania
$415K -$64.9K -160 -16%
FLP
2788
Financial Life Planners
Arizona
$410K +$29.6K +73 +9%
PFM
2789
Phillips Financial Management
Indiana
$409K +$7.3K +18 +2%
KAM
2790
Knightsbridge Asset Management
California
$408K +$50.7K +125 +17%
RCA
2791
Runnymede Capital Advisors
Ohio
$407K -$59.7K -147 -15%
OAM
2792
Oak Asset Management
California
$406K
LIA
2793
Lynx Investment Advisory
District of Columbia
$405K -$2.84K -7 -0.8%
WF
2794
WinCap Financial
Massachusetts
$405K -$12.2K -30 -3%
AIA
2795
Aventus Investment Advisors
Florida
$404K -$135K -333 -28%
FWP
2796
Forefront Wealth Partners
Texas
$404K -$14.6K -36 -4%
MFWP
2797
Mosaic Family Wealth Partners
Missouri
$404K +$343K +846 New
UWM
2798
USAdvisors Wealth Management
Minnesota
$404K +$1.22K +3 +0.4%
FFC
2799
Frederick Financial Consultants
Maryland
$400K -$17K -42 -5%
LFA
2800
Laraway Financial Advisors
Minnesota
$400K