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Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
2201
Warren Street Wealth Advisors
California
$361K -$5.87K -24 -2%
RIA
2202
Realta Investment Advisors
Delaware
$361K +$316K +1,293 New
AFAS
2203
Acorn Financial Advisory Services
Virginia
$361K -$31.8K -130 -9%
PMG
2204
ProVise Management Group
Florida
$360K -$56.2K -230 -15%
DWA
2205
Dougherty Wealth Advisers
Minnesota
$358K – – –
TPWA
2206
Twin Peaks Wealth Advisors
California
$358K +$35.2K +144 +13%
WAM
2207
Weatherly Asset Management
California
$357K +$30.6K +125 +11%
MCWA
2208
Meadow Creek Wealth Advisors
Georgia
$357K +$7.09K +29 +2%
OC
2209
Oarsman Capital
Wisconsin
$356K – – –
KWM
2210
Keebeck Wealth Management
Illinois
$356K – – –
UAS
2211
United Asset Strategies
New York
$355K +$6.36K +26 +2%
SIS
2212
Sound Income Strategies
Florida
$354K -$14.4K -59 -5%
RWMG
2213
Redwood Wealth Management Group
New Jersey
$354K -$489 -2 -0.2%
BDFN
2214
Bond & Devick Financial Network
Minnesota
$354K +$65.5K +268 +27%
MAG
2215
Mokosak Advisory Group
Iowa
$353K – – –
AFA
2216
Arlington Financial Advisors
California
$353K +$309K +1,263 New
B
2217
Bensler
Washington
$352K +$31.3K +128 +11%
PTP
2218
Platform Technology Partners
New York
$352K – – –
FFM
2219
Forum Financial Management
Illinois
$352K +$28.9K +118 +10%
CP
2220
Covenant Partners
Tennessee
$349K – – –
JWBC
2221
J.W. Burns & Co
New York
$349K +$12.2K +50 +4%
QC
2222
Quent Capital
New York
$349K +$734 +3 +0.2%
NMG
2223
New Millennium Group
Utah
$349K +$8.56K +35 +3%
BTWM
2224
Baker Tilly Wealth Management
Wisconsin
$348K +$18.1K +74 +6%
WMN
2225
Wealth Management Nebraska
Nebraska
$347K -$18.6K -76 -6%