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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1076
Lodestone Wealth Management
Washington
$371K +$2.19K +10 +0.6%
EC
1077
EntryPoint Capital
New York
$371K -$13.8K -63 -4%
TC
1078
Truvestments Capital
Florida
$370K -$49.5K -226 -12%
CCG
1079
Chatham Capital Group
Georgia
$370K -$21.9K -100 -6%
STA
1080
Smith Thornton Advisors
Alabama
$369K – – –
FSA
1081
Fort Sheridan Advisors
Illinois
$368K -$21.9K -100 -6%
MFA
1082
Mayflower Financial Advisors
Massachusetts
$368K +$7.45K +34 +2%
LI
1083
Lafayette Investments
Maryland
$368K – – –
FCAS
1084
First Command Advisory Services
Texas
$368K -$48.6K -222 -12%
PAM
1085
PCG Asset Management
New Jersey
$366K +$3.29K +15 +0.9%
EWM
1086
Empirical Wealth Management
Washington
$366K -$7.45K -34 -2%
CCFM
1087
Clear Creek Financial Management
Washington
$366K +$27.8K +127 +9%
WWM
1088
Westwood Wealth Management
California
$364K – – –
LPFG
1089
Landing Point Financial Group
Ohio
$363K +$14.7K +67 +4%
LIA
1090
LBMC Investment Advisors
Tennessee
$362K – – –
GWMR
1091
GC Wealth Management RIA
Massachusetts
$361K +$348K +1,589 New
MIM
1092
Morningstar Investment Management
Illinois
$361K +$348K +1,587 New
1WA
1093
180 Wealth Advisors
Washington
$361K – – –
BAM
1094
Berkshire Asset Management
Pennsylvania
$358K -$26.9K -123 -7%
FA
1095
Fiduciary Alliance
South Carolina
$355K +$88.5K +404 +35%
TWP
1096
Tyche Wealth Partners
Texas
$355K -$43.6K -199 -11%
DAM
1097
Diamant Asset Management
Connecticut
$355K – – –
MAWA
1098
Moss Adams Wealth Advisors
Washington
$354K -$45.5K -208 -12%
SPL
1099
Smart Portfolios LLC
Washington
$353K -$4.38K -20 -1%
AW
1100
Apricus Wealth
South Carolina
$352K -$32.8K -150 -9%
42 43
44
45 46