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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1951
Flaharty Asset Management
Florida
$392K +$200K +320 +86%
LFA
1952
Legacy Financial Advisors
Kentucky
$391K -$93.8K -150 -18%
SWA
1953
Stratos Wealth Advisors
Ohio
$391K +$159K +254 +58%
AWM
1954
Avaii Wealth Management
Wisconsin
$391K +$431K +690 New
PTP
1955
Platform Technology Partners
New York
$389K +$25.6K +41 +6%
BDFN
1956
Bond & Devick Financial Network
Minnesota
$388K -$41.3K -66 -9%
B
1957
Bellecapital
Switzerland
$388K +$20.6K +33 +5%
JWM
1958
Janiczek Wealth Management
Colorado
$386K +$30.6K +49 +8%
LAM
1959
L2 Asset Management
Massachusetts
$386K +$426K +681 New
FCA
1960
FinTrust Capital Advisors
South Carolina
$384K
LWA
1961
Lineweaver Wealth Advisors
Ohio
$383K -$92.5K -148 -18%
APG
1962
Abacus Planning Group
South Carolina
$383K -$40.6K -65 -9%
GC
1963
Garde Capital
Washington
$383K
SAF
1964
Smith Anglin Financial
Texas
$383K
CAM
1965
Cozad Asset Management
Illinois
$382K -$63.8K -102 -13%
WCWM
1966
Willow Creek Wealth Management
California
$380K -$20.6K -33 -5%
EFG
1967
Everhart Financial Group
Ohio
$380K +$69.4K +111 +20%
WFA
1968
Wade Financial Advisory
California
$379K
ATC
1969
Adirondack Trust Company
New York
$378K +$4.38K +7 +1%
MA
1970
Mosaic Advisors
Texas
$378K +$416K +666 New
ARG
1971
Advisory Resource Group
Oklahoma
$378K +$442K +707 New
AF
1972
Aldebaran Financial
$377K +$12.5K +20 +3%
LNWTC
1973
Laird Norton Wetherby Trust Company
Washington
$377K +$102K +163 +32%
CCMD
1974
Cypress Capital Management (Delaware)
Delaware
$376K +$51.3K +82 +14%
TC
1975
Titleist Capital
Texas
$375K +$413K +661 New