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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1801
Sand Hill Global Advisors
California
$342K
PFA
1802
Pathway Financial Advisors
Vermont
$340K -$2.42K -5 -0.7%
XWM
1803
Xcel Wealth Management
Florida
$340K
TFGT
1804
TS Financial Group (TSFG)
Illinois
$339K
WCWM
1805
Willow Creek Wealth Management
California
$336K -$5.31K -11 -2%
SWA
1806
SOA Wealth Advisors
New York
$336K +$329K +682 New
LFA
1807
Legacy Financial Advisors
Kentucky
$335K -$19.3K -40 -6%
LA
1808
Latitude Advisors
Florida
$334K +$322K +667 New
TNA
1809
True North Advisors
Texas
$333K
WFA
1810
Wade Financial Advisory
California
$333K
SHA
1811
Seneca House Advisors
Virginia
$332K +$4.83K +10 +2%
AF
1812
Aldebaran Financial
$330K
MCM
1813
MV Capital Management
Maryland
$328K
VCG
1814
Vantage Consulting Group
Virginia
$327K +$316K +654 New
ERIM
1815
Eagle Ridge Investment Management
Connecticut
$325K -$167K -345 -35%
CCMD
1816
Cypress Capital Management (Delaware)
Delaware
$325K
RWA
1817
RGT Wealth Advisors
Texas
$325K +$314K +650 New
FSCM
1818
Front Street Capital Management
Montana
$324K +$7.25K +15 +3%
MMA
1819
Miracle Mile Advisors
California
$324K +$98.1K +203 +46%
MPIA
1820
Mountain Pacific Investment Advisers
Idaho
$322K +$4.83K +10 +2%
NFSG
1821
Newbridge Financial Services Group
Florida
$320K -$699K -1,446 -69%
VR
1822
Viridian RIA
Washington
$319K +$65.2K +135 +27%
EBT
1823
Enterprise Bank & Trust
Massachusetts
$318K -$12.1K -25 -4%
CAM
1824
Cozad Asset Management
Illinois
$316K
ACS
1825
Archford Capital Strategies
Illinois
$315K +$7.25K +15 +2%