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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1676
Crestone Asset Management
Colorado
$357K -$3.26K -7 -1%
EWM
1677
EPG Wealth Management
Georgia
$357K -$2.33K -5 -0.7%
PW
1678
Price Wealth
Texas
$353K +$262K +563 +361%
CL
1679
Choreo LLC
Illinois
$351K -$6.51K -14 -2%
CAGAS
1680
Capital Advisory Group Advisory Services
Minnesota
$349K +$136K +292 +70%
LFA
1681
Legacy Financial Advisors
Kentucky
$348K +$330K +710 New
NGA
1682
Naples Global Advisors
Florida
$347K +$28.4K +61 +9%
TGAM
1683
TBH Global Asset Management
Tennessee
$346K +$328K +705 New
DFA
1684
Delta Financial Advisors
Louisiana
$343K -$118K -254 -27%
TFCP
1685
Twin Focus Capital Partners
Massachusetts
$343K +$92.1K +198 +40%
GW
1686
GW & Wade
Massachusetts
$342K
MGAM
1687
McGowan Group Asset Management
Texas
$342K
SL
1688
Summitry LLC
California
$341K
CWA
1689
Clarus Wealth Advisors
Arizona
$341K +$33.5K +72 +11%
SAM
1690
Secure Asset Management
Michigan
$341K +$74.9K +161 +30%
SAG
1691
Spotlight Asset Group
Illinois
$339K -$10.7K -23 -3%
VST
1692
Van Strum & Towne
California
$338K
BG
1693
Berry Group
Massachusetts
$337K +$44.7K +96 +16%
BOS
1694
Bingham Osborn & Scarborough
California
$336K -$930 -2 -0.3%
SHGA
1695
Sand Hill Global Advisors
California
$335K -$1.4K -3 -0.4%
WCWM
1696
Willow Creek Wealth Management
California
$334K +$14K +30 +5%
FPFS
1697
First Personal Financial Services
North Carolina
$333K -$302K -650 -49%
XWM
1698
Xcel Wealth Management
Florida
$333K +$27.9K +60 +10%
TFGT
1699
TS Financial Group (TSFG)
Illinois
$332K
HMS
1700
Hanseatic Management Services
New Mexico
$331K -$1.01M -2,179 -76%