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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
3026
Lockerman Financial Group
California
$217K +$232K +785 New
CP
3027
Capital Planning
Washington
$216K -$112K -381 -33%
CWA
3028
Clearview Wealth Advisors
Oregon
$216K +$3.54K +12 +2%
AA
3029
Alesco Advisors
New York
$216K +$231K +783 New
POIA
3030
Pin Oak Investment Advisors
Texas
$215K -$14.8K -50 -6%
WIP
3031
WealthCare Investment Partners
Rhode Island
$215K -$13.9K -47 -6%
TFO
3032
Tarbox Family Office
California
$214K -$295K -1,000 -56%
KWA
3033
Kellett Wealth Advisors
Ohio
$214K -$5.9K -20 -3%
Edgewood Management
3034
Edgewood Management
Connecticut
$214K – – –
FWM
3035
Foresight Wealth Management
Utah
$214K +$1.48K +5 +0.6%
CMA
3036
Cedar Mountain Advisors
Oregon
$213K – – –
RVPG
3037
Relative Value Partners Group
$213K +$228K +771 New
BWA
3038
BlueSky Wealth Advisors
North Carolina
$213K +$228K +772 New
MWA
3039
Motive Wealth Advisors
Michigan
$212K +$227K +769 New
AWP
3040
Abacus Wealth Partners
California
$212K +$226K +767 New
WFA
3041
Woodward Financial Advisors
North Carolina
$211K – – –
TFA
3042
Tobias Financial Advisors
Florida
$211K -$7.08K -24 -3%
BCA
3043
Bray Capital Advisors
Florida
$211K – – –
GC
3044
Gibson Capital
Pennsylvania
$211K – – –
LI
3045
Lafayette Investments
Maryland
$210K +$295 +1 +0.1%
CSIA
3046
Charles Schwab Investment Advisory
California
$209K -$1.48K -5 -0.7%
REMPR
3047
Roof Eidam Maycock Peralta (REMP)
California
$209K +$295 +1 +0.1%
E
3048
ETFidea
New York
$208K – – –
JPLA
3049
Joseph P. Lucia & Associates
New York
$207K +$115K +391 +109%
SCP
3050
Stamos Capital Partners
California
$207K +$221K +750 New