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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2701
John W. Brooker & Co
California
$1.79M +$1.57M +24,420 New
DA
2702
Doliver Advisors
Texas
$1.78M -$48.9K -760 -3%
EFL
2703
ERn Financial LLC
Wisconsin
$1.78M +$548K +8,524 +54%
SAM
2704
S.A. Mason
Michigan
$1.78M +$1.56M +24,216 New
SC
2705
Solstein Capital
California
$1.78M +$1.56M +24,216 New
EP
2706
Elkhorn Partners
Nebraska
$1.78M
ACM
2707
AUA Capital Management
Pennsylvania
$1.77M -$71.8K -1,116 -4%
NWA
2708
New World Advisors
Massachusetts
$1.77M +$257 +4 +0%
DOA
2709
D'Orazio & Associates
Virginia
$1.77M -$5.15K -80 -0.3%
LFA
2710
Landmark Financial Advisors
Kentucky
$1.76M -$474K -7,372 -25%
ANTB
2711
AMG National Trust Bank
Colorado
$1.75M +$39.9K +620 +3%
RSS
2712
Rosenblum Silverman Sutton
California
$1.75M -$11.3K -176 -0.7%
FA
2713
Financial Advisors
Massachusetts
$1.75M +$45.5K +708 +3%
TA
2714
Trellis Advisors
Washington
$1.75M +$133K +2,072 +10%
CMO
2715
Covenant Multifamily Offices
Texas
$1.75M +$142K +2,212 +10%
BC
2716
Brio Consultants
California
$1.75M -$14.2K -220 -0.9%
GIM
2717
Greylin Investment Management
Virginia
$1.75M +$109K +1,700 +8%
HWMG
2718
Hurlow Wealth Management Group
Indiana
$1.75M -$66.9K -1,040 -4%
VFP
2719
Verus Financial Partners
Virginia
$1.74M +$24.2K +376 +2%
NEGWA
2720
New England Guild Wealth Advisors
Connecticut
$1.73M -$296K -4,604 -16%
AP
2721
Adero Partners
California
$1.73M +$1.52M +23,588 New
Financial Engines Advisors
2722
Financial Engines Advisors
California
$1.73M +$1.03M +16,060 +214%
AFA
2723
American Financial Advisors
Georgia
$1.73M +$247K +3,844 +14%
RCA
2724
Reitz Capital Advisors
Michigan
$1.72M -$45K -700 -3%
KCM
2725
Kendall Capital Management
Maryland
$1.72M -$28.8K -448 -2%