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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1851
Everpar Advisors
Oklahoma
$803K -$8.9K -26 -1%
BFS
1852
BridgePort Financial Solutions
Iowa
$802K +$231K +676 +44%
PCG
1853
Prosperity Consulting Group
Maryland
$800K +$127K +370 +20%
KP
1854
Keel Point
Alabama
$798K -$138K -403 -15%
LRIC
1855
Long Road Investment Counsel
Michigan
$797K
TCM
1856
Thoma Capital Management
Maryland
$794K +$9.24K +27 +1%
UWS
1857
Unique Wealth Strategies
Illinois
$793K +$81.8K +239 +12%
FWI
1858
Facet Wealth Inc
Maryland
$792K +$41.8K +122 +6%
BWM
1859
Baron Wealth Management
Michigan
$791K -$13.7K -40 -2%
AA
1860
Advisory Advocates
Michigan
$791K -$73.9K -216 -9%
EPW
1861
Endeavor Private Wealth
Kansas
$791K -$61.6K -180 -8%
SRIM
1862
Saratoga Research & Investment Management
California
$790K -$42.8K -125 -5%
BFA
1863
Bill Few Associates
Pennsylvania
$789K -$19.9K -58 -3%
MCM
1864
Magnolia Capital Management
New York
$788K -$151K -440 -17%
CSPIA
1865
Cary Street Partners Investment Advisory
Virginia
$787K -$77.4K -226 -9%
EGA
1866
E&G Advisors
Texas
$784K
UAML
1867
US Asset Management LLC
Pennsylvania
$784K
AWMM
1868
Aegis Wealth Management (Maryland)
Maryland
$783K +$740K +2,162 New
CWA
1869
Centennial Wealth Advisory
Michigan
$782K +$20.2K +59 +3%
FWA
1870
FSM Wealth Advisors
Ohio
$782K -$24.3K -71 -3%
BCG
1871
Breakwater Capital Group
New Jersey
$780K +$39.7K +116 +6%
NCM
1872
Nelson Capital Management
California
$780K -$4.13M -12,070 -85%
AF
1873
ASL Financial
California
$779K
CCAM
1874
Cascades Capital Asset Management
North Carolina
$777K
WH
1875
Willner & Heller
California
$776K -$23.6K -69 -3%