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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
2201
Realta Investment Advisors
Delaware
$361K +$316K +1,293 New
AFAS
2202
Acorn Financial Advisory Services
Virginia
$361K -$31.8K -130 -9%
PMG
2203
ProVise Management Group
Florida
$360K -$56.2K -230 -15%
DWA
2204
Dougherty Wealth Advisers
Minnesota
$358K
TPWA
2205
Twin Peaks Wealth Advisors
California
$358K +$35.2K +144 +13%
WAM
2206
Weatherly Asset Management
California
$357K +$30.6K +125 +11%
MCWA
2207
Meadow Creek Wealth Advisors
Georgia
$357K +$7.09K +29 +2%
OC
2208
Oarsman Capital
Wisconsin
$356K
KWM
2209
Keebeck Wealth Management
Illinois
$356K
UAS
2210
United Asset Strategies
New York
$355K +$6.36K +26 +2%
SIS
2211
Sound Income Strategies
Florida
$354K -$14.4K -59 -5%
RWMG
2212
Redwood Wealth Management Group
New Jersey
$354K -$489 -2 -0.2%
BDFN
2213
Bond & Devick Financial Network
Minnesota
$354K +$65.5K +268 +27%
MAG
2214
Mokosak Advisory Group
Iowa
$353K
AFA
2215
Arlington Financial Advisors
California
$353K +$309K +1,263 New
B
2216
Bensler
Washington
$352K +$31.3K +128 +11%
PTP
2217
Platform Technology Partners
New York
$352K
FFM
2218
Forum Financial Management
Illinois
$352K +$28.9K +118 +10%
CP
2219
Covenant Partners
Tennessee
$349K
JWBC
2220
J.W. Burns & Co
New York
$349K +$12.2K +50 +4%
QC
2221
Quent Capital
New York
$349K +$734 +3 +0.2%
NMG
2222
New Millennium Group
Utah
$349K +$8.56K +35 +3%
BTWM
2223
Baker Tilly Wealth Management
Wisconsin
$348K +$18.1K +74 +6%
WMN
2224
Wealth Management Nebraska
Nebraska
$347K -$18.6K -76 -6%
MAM
2225
McLean Asset Management
Virginia
$345K +$44.5K +182 +19%