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Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
3426
Voisard Asset Management Group
Michigan
$233K -$72K -197 -25%
JF
3427
Joule Financial
Kentucky
$232K -$18.6K -51 -8%
SHIM
3428
Stone House Investment Management
Pennsylvania
$232K +$77.8K +213 +54%
EFG
3429
Embree Financial Group
Illinois
$232K +$221K +604 New
RJTCONH
3430
Raymond James Trust Company of New Hampshire
New Hampshire
$231K -$10.2K -28 -4%
WCM
3431
Wedge Capital Management
North Carolina
$231K +$5.48K +15 +3%
CGFA
3432
Colton Groome Financial Advisors
North Carolina
$231K -$70.9K -194 -24%
IPW
3433
IronBridge Private Wealth
Texas
$231K +$731 +2 +0.3%
HGWM
3434
Horst & Graben Wealth Management
Oregon
$230K +$731 +2 +0.3%
RS
3435
Rakuten Securities
Japan
$230K +$26.7K +73 +14%
ACA
3436
Ackerman Capital Advisors
Texas
$229K – – –
BFWM
3437
Bright Futures Wealth Management
New York
$229K +$245K +671 New
PCM
3438
Presidio Capital Management
California
$229K +$218K +597 New
APS
3439
American Planning Services
Florida
$229K – – –
WCM Investment Management
3440
WCM Investment Management
California
$229K +$218K +596 New
LFS
3441
Legacy Financial Strategies
Kansas
$228K +$1.1K +3 +0.5%
WFA
3442
WestHill Financial Advisors
California
$228K – – –
GJIA
3443
Glass Jacobson Investment Advisors
Maryland
$228K +$18.3K +50 +9%
AC
3444
AWM Capital
Arizona
$228K – – –
MF
3445
Manchester Financial
California
$228K +$217K +593 New
VCP
3446
Vista Capital Partners
Oregon
$227K +$217K +593 New
CFP
3447
Curran Financial Partners
South Carolina
$227K -$10.6K -29 -5%
FPIS
3448
Financial Planning & Information Services
Wisconsin
$226K – – –
SICM
3449
Sustainable Insight Capital Management
New York
$226K – – –
SOAG
3450
Silver Oak Advisory Group
Oregon
$226K – – –