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Name Holding Trade Value Shares
Change
Change in
Stake
Ascension Capital Advisors
6001
Ascension Capital Advisors
Texas
$245K -$13.6K -54 -5%
Attessa Capital
6002
Attessa Capital
Arizona
$245K +$259K +1,030 New
WF
6003
Williams Financial
Vermont
$245K -$10.8K -43 -4%
Cauble & Harre Wealth Management
6004
Cauble & Harre Wealth Management
Missouri
$245K – – –
Prosperity Planning
6005
Prosperity Planning
Missouri
$244K +$5.02K +20 +2%
Retirement Investment Advisors
6006
Retirement Investment Advisors
Oklahoma
$244K +$6.28K +25 +3%
eCIO Inc
6007
eCIO Inc
Wisconsin
$244K +$257K +1,022 New
Crosspoint Financial
6008
Crosspoint Financial
California
$243K +$256K +1,021 New
Elevation Capital Advisory
6009
Elevation Capital Advisory
Oregon
$243K +$5.02K +20 +2%
Guardian Financial Partners
6010
Guardian Financial Partners
California
$242K -$191K -760 -43%
Tandem Investment Advisors
6011
Tandem Investment Advisors
South Carolina
$242K -$115K -458 -31%
UFA
6012
Uptown Financial Advisors
Texas
$241K -$13.8K -55 -5%
Diamant Asset Management
6013
Diamant Asset Management
Connecticut
$241K – – –
Cutler Capital Management
6014
Cutler Capital Management
Massachusetts
$240K – – –
Adalta Capital Management
6015
Adalta Capital Management
New York
$240K +$38.9K +155 +18%
Letson Investment Management
6016
Letson Investment Management
Georgia
$239K – – –
Mittelman Wealth Management
6017
Mittelman Wealth Management
Massachusetts
$239K -$187K -744 -68%
West Tower Group
6018
West Tower Group
Virginia
$238K -$126K -500 -33%
Financial Alternatives
6019
Financial Alternatives
California
$238K – – –
IFS
6020
Intelligent Financial Strategies
Minnesota
$238K – – –
Investment Management Associates
6021
Investment Management Associates
Colorado
$238K – – –
OFC
6022
Oakland Financial Corp
$238K – – –
MA
6023
Menlo Advisors
California
$238K – – –
EnRich Financial Partners
6024
EnRich Financial Partners
Wisconsin
$236K – – –
Ipsen Advisor Group
6025
Ipsen Advisor Group
Arkansas
$236K -$17.6K -70 -7%