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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
4526
Lesa Sroufe & Co
Washington
$435K
ES
4527
ETF Store
Kansas
$434K +$40.1K +220 +10%
LP
4528
LMR Partners
United Kingdom
$432K -$14.1M -77,281 -97%
SEA
4529
Stegent Equity Advisors
Texas
$431K +$114K +623 +37%
FP
4530
Foundry Partners
Minnesota
$430K -$27.4K -150 -6%
WFAG
4531
Wescott Financial Advisory Group
Pennsylvania
$430K +$20.6K +113 +5%
RCM
4532
Ridgepath Capital Management
Tennessee
$430K
SPI
4533
Santori & Peters Inc
Pennsylvania
$429K +$4.2K +23 +1%
WP
4534
Woodline Partners
California
$428K -$34.6M -189,540 -99%
CCA
4535
Cadent Capital Advisors
Oklahoma
$426K +$44.2K +242 +12%
SWM
4536
Sterling Wealth Management
Illinois
$424K +$45.2K +248 +12%
SJGA
4537
Stephen J. Garry & Associates
New York
$424K +$36.7K +201 +10%
FFL
4538
Financial Freedom LLC
Ohio
$424K +$3.47K +19 +0.8%
NCG
4539
Newport Capital Group
New Jersey
$424K +$27.2K +149 +7%
AL
4540
ADE LLC
Maryland
$424K -$3.65K -20 -0.9%
BPWM
4541
Black Point Wealth Management
Florida
$423K
CP
4542
Capital Planning
Washington
$422K +$105K +573 +34%
CWA
4543
Continuum Wealth Advisors
New York
$421K +$18.8K +103 +5%
LA
4544
Lakeside Advisors
Washington
$421K +$36.5K +200 +10%
BAMG
4545
Brand Asset Management Group
Missouri
$420K -$59.7K -327 -13%
DWA
4546
Dougherty Wealth Advisers
Minnesota
$420K
TVM
4547
True Vision MN
Minnesota
$419K +$410K +2,249 New
SCM
4548
Sollinda Capital Management
Florida
$419K +$24.6K +135 +6%
CWR
4549
Chico Wealth RIA
California
$419K +$10.9K +60 +3%
TF
4550
Theory Financial
Colorado
$418K -$6.2K -34 -1%