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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2551
Willow Creek Wealth Management
California
$247K +$11.6K +226 +5%
BAM
2552
Bosun Asset Management
Illinois
$246K +$244K +4,767 New
PWAC
2553
Private Wealth Advisors (California)
California
$245K -$5.67K -111 -2%
TA
2554
TruWealth Advisors
Louisiana
$245K +$43.5K +850 +22%
MAM
2555
Mastrapasqua Asset Management
Tennessee
$244K -$102K -2,000 -30%
SAM
2556
Simplify Asset Management
Nevada
$244K +$242K +4,730 New
PBF
2557
Petix & Botte Financial
California
$243K -$241K -4,711 -50%
MSCM
2558
McElhenny Sheffield Capital Management
Texas
$243K +$256 +5 +0.1%
MCM
2559
Maple Capital Management
Vermont
$243K +$971 +19 +0.4%
ZCA
2560
Zeke Capital Advisors
Pennsylvania
$243K +$241K +4,709 New
C
2561
Certuity
Florida
$242K -$171K -3,338 -42%
AIL
2562
AGF Investments LLC
Ontario, Canada
$242K -$42.2K -825 -15%
BDF
2563
Black Diamond Financial
Maryland
$242K
UFA
2564
US Financial Advisors
Massachusetts
$242K +$6.54K +128 +3%
WA
2565
Wealthstar Advisors
Texas
$242K +$16.6K +324 +7%
NFG
2566
Northeast Financial Group
Pennsylvania
$242K +$205 +4 +0.1%
SPI
2567
Santori & Peters Inc
Pennsylvania
$241K +$205 +4 +0.1%
OWA
2568
Outlook Wealth Advisors
Texas
$241K +$20.4K +399 +9%
Kayne Anderson Rudnick Investment Management
2569
Kayne Anderson Rudnick Investment Management
California
$239K +$13.2K +258 +6%
BF
2570
Blankinship & Foster
California
$239K +$14K +273 +6%
WIA
2571
World Investment Advisors
California
$239K +$248K +4,858 New
KA
2572
Kozak & Associates
Colorado
$238K +$121K +2,363 +86%
SPWM
2573
Schrum Private Wealth Management
Florida
$238K +$238K +4,649 New
SICM
2574
Sustainable Insight Capital Management
New York
$237K -$50.6K -990 -18%
HAC
2575
Harbor Advisory Corp
New Hampshire
$237K