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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
3501
Freedman Financial Associates
Massachusetts
$807K
GIP
3502
Greatmark Investment Partners
Georgia
$807K
SWAG
3503
Spectrum Wealth Advisory Group
California
$804K -$6.85K -40 -0.8%
SLT
3504
St Louis Trust
Missouri
$804K
SAM
3505
Stone Asset Management
Texas
$804K +$825K +4,820 New
BC
3506
Brio Consultants
California
$800K -$171K -1,000 -17%
HA
3507
HC Advisors
Georgia
$800K -$133K -780 -14%
LWMG
3508
Levy Wealth Management Group
Pennsylvania
$800K -$17.1K -100 -2%
LPIC
3509
LeJeune Puetz Investment Counsel
Michigan
$800K
SPWG
3510
Sage Private Wealth Group
Illinois
$800K +$13.7K +80 +2%
SIC
3511
Samalin Investment Counsel
New York
$795K +$13.7K +80 +2%
OFP
3512
OLIO Financial Planning
Virginia
$795K +$815K +4,760 New
RPCA
3513
Running Point Capital Advisors
California
$794K -$644K -3,760 -44%
AAM
3514
American Asset Management
Florida
$794K +$41.1K +240 +5%
CCP
3515
Carmel Capital Partners
California
$794K +$815K +4,760 New
GB
3516
Goepper Burkhardt
South Carolina
$793K +$71.9K +420 +10%
MA
3517
MKT Advisors
California
$792K +$976K +5,700 New
FNBTCON
3518
First National Bank & Trust Co of Newtown
Pennsylvania
$790K
WF
3519
Wayfinding Financial
Washington
$789K +$965K +5,640 New
AAM
3520
Auxier Asset Management
Oregon
$787K +$34.2K +200 +4%
DSN
3521
D. Scott Neal
Kentucky
$787K +$489K +2,860 +154%
KFP
3522
KB Financial Partners
New Jersey
$784K -$335K -1,960 -29%
HCA
3523
Horan Capital Advisors
Ohio
$784K
ODFS
3524
O'Donnell Financial Services
California
$780K -$61.6K -360 -6%
WFA
3525
WestHill Financial Advisors
California
$780K +$92.4K +540 +13%