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Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
2101
KFA Private Wealth Group
Virginia
$454K +$52.3K +523 +15%
EAM
2102
Evanson Asset Management
California
$454K – – –
DWM
2103
Dechtman Wealth Management
Colorado
$454K -$6.2K -62 -1%
CP
2104
Castleview Partners
Texas
$454K +$13.4K +134 +3%
E Fund Management
2105
E Fund Management
China
$453K +$53.3K +533 +15%
SFS
2106
Security Financial Services
Indiana
$453K +$26K +260 +7%
FM
2107
Foster & Motley
Ohio
$453K -$4.9K -49 -1%
SEC
2108
Seven Eight Capital
New York
$453K -$729K -7,300 -64%
D
2109
Diversified
Delaware
$452K -$68.1K -682 -14%
ML
2110
Mayport LLC
Massachusetts
$451K +$51K +510 +14%
Vise Technologies
2111
Vise Technologies
New York
$451K -$48.1K -481 -11%
FA
2112
Financial Advisors
Massachusetts
$451K -$20K -200 -5%
SGK
2113
Steigerwald Gordon & Koch
Virginia
$450K +$7.49K +75 +2%
EA
2114
Ergawealth Advisors
Illinois
$449K – – –
PP
2115
Patron Partners
Texas
$448K -$11K -110 -3%
PBO
2116
Peoples Bank (Ohio)
Ohio
$448K -$6.09K -61 -1%
KOC
2117
Koss-Olinger Consulting
Florida
$447K +$6.5K +65 +2%
CFS
2118
Cannon Financial Strategists
Georgia
$447K -$4.5K -45 -1%
CHA
2119
Carmichael Hill & Associates
Maryland
$446K -$121K -1,208 -23%
PFP
2120
Paragon Financial Partners
California
$445K – – –
RWM
2121
RKL Wealth Management
Pennsylvania
$444K -$10.2K -102 -2%
GWM
2122
GoalFusion Wealth Management
Texas
$444K -$99.9K -1,000 -20%
FWSM
2123
First Wilshire Securities Management
California
$444K – – –
PWM
2124
Peterson Wealth Management
Nevada
$444K -$539K -5,390 -57%
Advisory Alpha
2125
Advisory Alpha
Michigan
$444K +$131K +1,309 +48%