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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1601
Canvas Wealth Advisors
Kansas
$360K +$332K +1,086 New
FFG
1602
Fiduciary Financial Group
California
$358K -$229K -751 -41%
TFF
1603
The Family Firm
Maryland
$356K
CAC
1604
Certified Advisory Corp
Florida
$354K +$2.75K +9 +0.8%
EIP
1605
Ellis Investment Partners
Pennsylvania
$354K -$1.83K -6 -0.6%
WHCI
1606
W.H. Cornerstone Investments
Massachusetts
$354K -$40.3K -132 -11%
IFU
1607
iSAM Funds (UK)
United Kingdom
$353K +$325K +1,064 New
SC
1608
Sapient Capital
Indiana
$352K -$5.19K -17 -2%
ANB
1609
Amarillo National Bank
Texas
$352K +$611 +2 +0.2%
OCM
1610
One Capital Management
California
$352K -$174K -568 -35%
CWM
1611
Compass Wealth Management
Connecticut
$351K
PMFA
1612
Plante Moran Financial Advisors
Michigan
$351K
OPOWM
1613
One Plus One Wealth Management
Florida
$350K -$34.5K -113 -10%
AWM
1614
Angeles Wealth Management
California
$350K -$21.7K -71 -6%
MKA
1615
M. Kulyk & Associates
Georgia
$349K -$2.75K -9 -0.8%
BMC
1616
Beaton Management Company
Massachusetts
$349K
CPIA
1617
Cornell Pochily Investment Advisors
New York
$348K -$180K -590 -36%
KBFS
1618
Kohmann Bosshard Financial Services
Ohio
$348K
OL
1619
OneFund LLC
Florida
$347K +$611 +2 +0.2%
CHAM
1620
Clear Harbor Asset Management
Connecticut
$346K +$917 +3 +0.3%
VAMG
1621
Voisard Asset Management Group
Michigan
$346K +$2.75K +9 +0.9%
WGC
1622
Watts Gwilliam & Co
Arizona
$346K +$315K +1,032 New
CNWM
1623
Clay Northam Wealth Management
California
$346K +$4.58K +15 +1%
VP
1624
Verum Partners
North Carolina
$345K -$2.44K -8 -0.8%
AWM
1625
Accurate Wealth Management
Florida
$345K +$60.8K +199 +24%