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Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2351
Wealth Advisors of Iowa
Iowa
$287K -$471K -11,945 -62%
RCG
2352
Rock Creek Group
District of Columbia
$287K -$46.4K -1,176 -14%
AFA
2353
American Financial Advisors
Georgia
$287K -$23.5K -596 -7%
TFCP
2354
Twin Focus Capital Partners
Massachusetts
$286K +$290K +7,355 New
FAFN
2355
First Affirmative Financial Network
Colorado
$286K +$23.1K +586 +9%
HVM
2356
Harvest Volatility Management
Connecticut
$285K +$291K +7,372 New
AHB
2357
Abner Herrman & Brock
New Jersey
$284K +$288K +7,307 New
BCM
2358
Bluefin Capital Management
New York
$284K -$778K -19,737 Closed
GWM
2359
Gitterman Wealth Management
New Jersey
$284K -$12.3K -312 -4%
LCM
2360
LCM Capital Management
Illinois
$284K +$7.3K +185 +3%
TA
2361
TFB Advisors
Kansas
$283K +$47.7K +1,210 +20%
BOM
2362
Bank of Marin
California
$283K +$43.4K +1,100 +18%
SL
2363
Sentinus LLC
Illinois
$283K +$287K +7,281 New
Loomis, Sayles & Company
2364
Loomis, Sayles & Company
Massachusetts
$282K -$467K -11,846 -62%
AR
2365
Advisory Research
Illinois
$281K – – –
SBWIC
2366
Schaper Benz & Wise Investment Counsel
Wisconsin
$280K +$8.16K +207 +3%
TWA
2367
Talisman Wealth Advisors
New Jersey
$280K +$22K +558 +8%
AWA
2368
Amplius Wealth Advisors
Pennsylvania
$279K -$2.21K -56 -0.8%
RWA
2369
Rainsberger Wealth Advisors
Colorado
$279K +$283K +7,178 New
NME
2370
Notis-McConarty Edward
$279K -$39.4K -1,000 -12%
CPC
2371
Consolidated Planning Corp
Georgia
$279K +$67.6K +1,715 +31%
CWA
2372
Carolina Wealth Advisors
South Carolina
$279K -$12.4K -314 -4%
SCM
2373
SOL Capital Management
Maryland
$279K – – –
FFC
2374
First Financial Corp
Indiana
$278K -$10.9K -277 -4%
WCM
2375
Weik Capital Management
Pennsylvania
$278K -$4.93K -125 -2%