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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2551
Trellis Advisors
Washington
$206K +$124 +1 +0.1%
TAM
2552
Townsend Asset Management
North Carolina
$205K -$7.93K -64 -4%
CBOR
2553
Community Bank of Raymore
Missouri
$205K
EIM
2554
Essex Investment Management
Massachusetts
$205K
SWM
2555
Shakespeare Wealth Management
Wisconsin
$205K +$1.86K +15 +0.9%
RCG
2556
Rock Creek Group
District of Columbia
$203K -$37.6K -303 -15%
BEAM
2557
Baker Ellis Asset Management
Washington
$203K
DAM
2558
Doheny Asset Management
California
$203K
OCM
2559
Osterweis Capital Management
California
$203K
TLFA
2560
True Link Financial Advisors
California
$203K
FM
2561
Family Management
New York
$202K +$5.21K +42 +3%
KWA
2562
Kellett Wealth Advisors
Ohio
$202K +$31K +250 +17%
HW
2563
Hamilton Wealth
California
$202K +$211K +1,705 New
AA
2564
Altman Advisors
Illinois
$201K
EWP
2565
Engrave Wealth Partners
Texas
$201K +$9.92K +80 +5%
BFG
2566
Baron Financial Group
New Jersey
$201K
CAL
2567
Capital Advisors Ltd
Ohio
$200K -$135K -1,090 -39%
AWA
2568
Acorn Wealth Advisors
Michigan
$200K -$124 -1 -0.1%
LWA
2569
Lineweaver Wealth Advisors
Ohio
$200K +$372 +3 +0.2%
TPA
2570
Trivium Point Advisory
Connecticut
$200K +$12.1K +98 +6%
LFG
2571
Larson Financial Group
Missouri
$196K +$124 +1 +0.1%
SWM
2572
Selective Wealth Management
Virginia
$192K +$18.3K +148 +10%
NC
2573
NewSquare Capital
Pennsylvania
$191K -$32.1K -259 -14%
ME
2574
McIlrath & Eck
Washington
$189K -$3.1K -25 -2%
SIS
2575
Sound Income Strategies
Florida
$188K +$1.12K +9 +0.6%