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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
2376
American Financial Advisors
Georgia
$329K +$8.2K +197 +3%
BWG
2377
Beta Wealth Group
California
$329K -$12K -289 -4%
IA
2378
Intellus Advisors
Florida
$329K – – –
BWFA
2379
Baltimore-Washington Financial Advisors
Maryland
$329K -$5.2K -125 -2%
PAA
2380
Peregrine Asset Advisers
Oregon
$328K +$416 +10 +0.1%
BTWM
2381
Brass Tax Wealth Management
Ohio
$327K +$9.12K +219 +3%
NFTC
2382
North Forty Two & Co
Oregon
$327K +$4.16K +100 +1%
AWA
2383
Acorn Wealth Advisors
Michigan
$327K -$7.79K -187 -3%
HGWM
2384
Horst & Graben Wealth Management
Oregon
$324K +$7.41K +178 +3%
KFC
2385
Klingenstein Fields & Co
New York
$324K +$1.25K +30 +0.4%
VFG
2386
Victory Financial Group
Texas
$324K +$279K +6,693 New
SIG
2387
Sargent Investment Group
Maryland
$323K +$9.57K +230 +3%
TW
2388
Traveka Wealth
California
$323K +$37K +889 +14%
SWA
2389
SOA Wealth Advisors
New York
$323K -$51.6K -1,239 -15%
CCA
2390
Carrera Capital Advisors
Michigan
$322K +$296K +7,100 New
FTF
2391
Freedom Together Foundation
New York
$321K – – –
VWM
2392
Vigilare Wealth Management
Arizona
$321K +$294K +7,074 New
BWMG
2393
Barnes Wealth Management Group
California
$321K +$5.08K +122 +2%
PSC
2394
Prentiss Smith & Co
Vermont
$320K – – –
FNWM
2395
Financial Network Wealth Management
Utah
$320K -$35.6K -856 -11%
BMC
2396
Benin Management Corp
Connecticut
$320K +$19.5K +469 +7%
UBG
2397
United Bank (Georgia)
Georgia
$319K +$17.4K +419 +6%
LCM
2398
LCM Capital Management
Illinois
$319K +$4.41K +106 +2%
KFS
2399
Kelly Financial Services
Massachusetts
$319K +$18.5K +444 +7%
SAM
2400
S.A. Mason
Michigan
$318K +$21.9K +526 +8%