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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2101
Evanson Asset Management
California
$454K
DWM
2102
Dechtman Wealth Management
Colorado
$454K -$6.2K -62 -1%
CP
2103
Castleview Partners
Texas
$454K +$13.4K +134 +3%
EFM
2104
E Fund Management
China
$453K +$53.3K +533 +15%
SFS
2105
Security Financial Services
Indiana
$453K +$26K +260 +7%
FM
2106
Foster & Motley
Ohio
$453K -$4.9K -49 -1%
SEC
2107
Seven Eight Capital
New York
$453K -$729K -7,300 -64%
D
2108
Diversified
Delaware
$452K -$68.1K -682 -14%
ML
2109
Mayport LLC
Massachusetts
$451K +$51K +510 +14%
VT
2110
Vise Technologies
New York
$451K -$48.1K -481 -11%
FA
2111
Financial Advisors
Massachusetts
$451K -$20K -200 -5%
SGK
2112
Steigerwald Gordon & Koch
Virginia
$450K +$7.49K +75 +2%
EA
2113
Ergawealth Advisors
Illinois
$449K
PP
2114
Patron Partners
Texas
$448K -$11K -110 -3%
PBO
2115
Peoples Bank (Ohio)
Ohio
$448K -$6.09K -61 -1%
KOC
2116
Koss-Olinger Consulting
Florida
$447K +$6.5K +65 +2%
CFS
2117
Cannon Financial Strategists
Georgia
$447K -$4.5K -45 -1%
CHA
2118
Carmichael Hill & Associates
Maryland
$446K -$121K -1,208 -23%
PFP
2119
Paragon Financial Partners
California
$445K
RWM
2120
RKL Wealth Management
Pennsylvania
$444K -$10.2K -102 -2%
GWM
2121
GoalFusion Wealth Management
Texas
$444K -$99.9K -1,000 -20%
FWSM
2122
First Wilshire Securities Management
California
$444K
PWM
2123
Peterson Wealth Management
Nevada
$444K -$539K -5,390 -57%
AA
2124
Advisory Alpha
Michigan
$444K +$131K +1,309 +48%
CWM
2125
Cahaba Wealth Management
Georgia
$443K -$19.5K -195 -5%