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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
1576
Willis Johnson & Associates
Texas
$430K +$6.85K +5 +2%
GDP
1577
Great Diamond Partners
Maine
$429K -$50.7K -37 -10%
MW
1578
MBL Wealth
North Carolina
$429K +$80.9K +59 +22%
TM
1579
TigerOak Management
New Mexico
$428K – – –
HFW
1580
Horizon Family Wealth
Illinois
$427K -$1.37K -1 -0.3%
EPM
1581
Elm Partners Management
Pennsylvania
$427K – – –
DPI
1582
Diversified Portfolios Inc
Michigan
$425K -$27.4K -20 -6%
WP
1583
Westmount Partners
California
$420K +$5.48K +4 +1%
VCM
1584
Virtue Capital Management
Tennessee
$419K +$108K +79 +31%
SOW
1585
State of Wyoming
Wyoming
$419K -$13.7K -10 -3%
SW
1586
SkyOak Wealth
Michigan
$419K +$434K +317 New
Kovitz Investment Group Partners
1587
Kovitz Investment Group Partners
Illinois
$418K -$407K -297 -48%
AFM
1588
Aspetuck Financial Management
Connecticut
$417K – – –
PIA
1589
Pinion Investment Advisors
Kansas
$417K +$2.74K +2 +0.6%
SFA
1590
Souders Financial Advisors
Ohio
$416K -$27.4K -20 -6%
AFT
1591
Alpha Family Trust
California
$416K – – –
VAG
1592
VisionPoint Advisory Group
Texas
$415K +$68.5K +50 +19%
PWM
1593
Purus Wealth Management
California
$413K +$12.3K +9 +3%
CFG
1594
Carter Financial Group
Illinois
$411K +$167K +122 +65%
SDWMA
1595
Schneider Downs Wealth Management Advisors
Pennsylvania
$409K – – –
MAS
1596
Meeder Advisory Services
Ohio
$408K -$1.37K -1 -0.3%
FCMA
1597
Foresight Capital Management Advisors
Michigan
$407K +$422K +308 New
BTWM
1598
Baker Tilly Wealth Management
Wisconsin
$405K -$43.9K -32 -9%
TWM
1599
Tanager Wealth Management
United Kingdom
$403K +$95.9K +70 +30%
EL
1600
EWA LLC
Pennsylvania
$402K +$21.9K +16 +6%