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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
2301
Tyler-Stone Wealth Management
Ohio
$7.3M +$51.2K +358 +0.6%
AA
2302
Auxano Advisors
Washington
$7.3M +$8.57K +60 +0.1%
PAM
2303
Peninsula Asset Management
Florida
$7.3M -$290K -2,030 -3%
NC
2304
NovaPoint Capital
Georgia
$7.3M +$74.3K +520 +0.9%
CC
2305
Cypress Capital
Tennessee
$7.3M -$10K -70 -0.1%
AWM
2306
Accurate Wealth Management
Florida
$7.3M +$1.8M +12,626 +29%
LJAC
2307
L.J. Altfest & Co
New York
$7.29M -$145K -1,016 -2%
STC
2308
Sarah T. Connolly
$7.29M +$262K +1,835 +3%
KP
2309
Keel Point
Alabama
$7.29M +$689K +4,822 +9%
LFA
2310
Laraway Financial Advisors
Minnesota
$7.28M -$138K -969 -2%
CCIA
2311
Cherry Creek Investment Advisors
Colorado
$7.28M +$119K +835 +2%
CPA
2312
Capital Performance Advisors
California
$7.28M -$468K -3,277 -6%
PVM
2313
Palogic Value Management
Texas
$7.28M +$8M +56,010 New
ATI
2314
Act Two Investors
California
$7.28M -$4.92M -34,436 -38%
ACS
2315
Archford Capital Strategies
Illinois
$7.25M -$18.7K -131 -0.2%
MCM
2316
McMillion Capital Management
North Carolina
$7.25M -$57.2K -400 -0.7%
NWM
2317
NEIRG Wealth Management
Massachusetts
$7.24M -$109K -764 -1%
GTAM
2318
Global Trust Asset Management
Florida
$7.24M -$557K -3,899 -7%
NL
2319
NKCFO LLC
Illinois
$7.22M
ST
2320
Sentinel Trust
Texas
$7.22M -$2.7M -18,894 -25%
RRA
2321
Round Rock Advisors
Connecticut
$7.22M +$5.43K +38 +0.1%
SIC
2322
SJS Investment Consulting
Ohio
$7.21M +$1.27M +8,870 +19%
FCT
2323
Family Capital Trust
Massachusetts
$7.2M -$20K -140 -0.3%
BIA
2324
Barry Investment Advisors
Massachusetts
$7.19M -$67.2K -470 -0.8%
WW
2325
Waterfront Wealth
Kansas
$7.19M +$28.4K +199 +0.4%