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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
3676
Madden Advisory Services
Florida
$217K +$209K +1,260 New
SHIM
3677
Stone House Investment Management
Pennsylvania
$213K -$33.2K -200 -14%
CCP
3678
Cassia Capital Partners
North Carolina
$213K +$206K +1,240 New
OEP
3679
Ocean Endowment Partners
Illinois
$212K -$199K -1,200 -51%
HWM
3680
Holloway Wealth Management
Florida
$210K
SFS
3681
Searcy Financial Services
Kansas
$210K +$203K +1,220 New
LWA
3682
LWS Wealth Advisors
New Jersey
$208K -$130K -780 -39%
FC
3683
Ferris Capital
Massachusetts
$206K -$11.7M -70,280 -98%
MAP
3684
Managed Asset Portfolios
Michigan
$206K -$23.3K -140 -10%
SCM
3685
Stordahl Capital Management
Colorado
$206K -$19.9K -120 -9%
CFG
3686
Compton Financial Group
Maryland
$206K +$199K +1,200 New
RA
3687
Rodgers & Associates
Pennsylvania
$206K +$199K +1,200 New
TWP
3688
Total Wealth Planning
Ohio
$206K +$199K +1,200 New
WAM
3689
WealthTrust Asset Management
Florida
$206K +$199K +1,200 New
OFS
3690
Oldfather Financial Services
Nebraska
$203K
FM
3691
Foster & Motley
Ohio
$203K +$196K +1,180 New
PIM
3692
Provident Investment Management
Michigan
$203K +$196K +1,180 New
M1FG
3693
Mach-1 Financial Group
Arkansas
$202K
BWA
3694
BlueSky Wealth Advisors
North Carolina
$201K -$99.7K -600 -36%
MWA
3695
Motive Wealth Advisors
Michigan
$200K +$193K +1,160 New
BC
3696
Barnett & Company
Tennessee
$193K -$93.1K -560 -33%
CIM
3697
CCLA Investment Management
United Kingdom
$182K +$35.5M +213,660 +25%
LWA
3698
Lowe Wealth Advisors
Maryland
$175K
RP
3699
Rowlandmiller & Partners
Georgia
$172K +$6.65K +40 +4%
SIMG
3700
Stephens Investment Management Group
Texas
$172K