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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
3301
Physician Wealth Advisors
Utah
$374K -$5.47K -15 -1%
SCP
3302
Sivia Capital Partners
California
$374K -$478K -1,311 -54%
LWMM
3303
Legacy Wealth Management (Mississippi)
Mississippi
$373K +$2.55K +7 +0.6%
AAMC
3304
Asset Allocation & Management Company
Illinois
$373K – – –
RWFS
3305
Rayburn West Financial Services
Tennessee
$372K – – –
MSA
3306
Marino Stram & Associates
Massachusetts
$372K +$25.5K +70 +7%
EWP
3307
Evergreen Wealth Partners
Montana
$372K +$1.46K +4 +0.4%
LSA
3308
L & S Advisors
California
$371K -$1.53M -4,196 -79%
CPIA
3309
Cornell Pochily Investment Advisors
New York
$370K – – –
JBA
3310
Johnson Bixby & Associates
Washington
$369K – – –
GCM
3311
Gunpowder Capital Management
Maryland
$368K -$37.9K -104 -9%
SFS
3312
Sharp Financial Services
Pennsylvania
$367K -$181K -498 -31%
CH
3313
Canton Hathaway
Rhode Island
$367K – – –
PAG
3314
Powers Advisory Group
Illinois
$366K +$12K +33 +3%
PGWM
3315
Pitti Group Wealth Management
New York
$366K +$6.92K +19 +2%
VCP
3316
Vista Capital Partners
Oregon
$366K +$142K +389 +54%
HPIA
3317
Hamilton Point Investment Advisors
North Carolina
$366K -$5.1K -14 -1%
EWA
3318
Emergent Wealth Advisors
New York
$366K +$35K +96 +9%
WAU
3319
Wellington-Altus USA
Manitoba, Canada
$365K -$212K -582 -36%
CFGA
3320
Cambridge Financial Group (Arizona)
Arizona
$364K -$40.5K -111 -9%
FAG
3321
Financial Architects (Georgia)
Georgia
$362K -$87.5K -240 -18%
GWWM
3322
Great Waters Wealth Management
Minnesota
$362K – – –
AR
3323
Apeiron RIA
Texas
$362K -$3.64K -10 -0.9%
CSM Advisors
3324
CSM Advisors
Pennsylvania
$362K +$10.9K +30 +3%
BLAM
3325
Bourne Lent Asset Management
New York
$362K -$14.6K -40 -4%