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Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
1901
Empire Financial Management Company
New York
$440K +$26.7K +600 +6%
WBCM
1902
Wilson & Boucher Capital Management
California
$440K -$26.3K -590 -6%
LIM
1903
Letson Investment Management
Georgia
$439K
VST
1904
Van Strum & Towne
California
$438K
CGH
1905
CMG Global Holdings
Texas
$438K +$45 +1 +0%
DCM
1906
DGS Capital Management
New Jersey
$437K -$25.2K -565 -5%
RCA
1907
Ranch Capital Advisors
Florida
$436K -$1.59M -35,637 -78%
TWM
1908
Trueblood Wealth Management
Ohio
$436K -$7.22K -162 -2%
EWM
1909
Evermay Wealth Management
Virginia
$435K +$3.39K +76 +0.8%
SWA
1910
SOA Wealth Advisors
New York
$434K +$17.6K +395 +4%
BWM
1911
BNC Wealth Management
Oregon
$434K -$624 -14 -0.1%
RAM
1912
Redmond Asset Management
Virginia
$433K -$13.8K -310 -3%
LI
1913
LRI Investments
Florida
$432K +$436K +9,780 New
BWP
1914
Balboa Wealth Partners
Arizona
$432K -$321K -7,205 -42%
GFPC
1915
Global Financial Private Client
Florida
$431K
AWP
1916
Ascent Wealth Partners
New York
$431K +$319K +7,168 +277%
LAM
1917
LifePro Asset Management
California
$431K +$5.53K +124 +1%
MFWP
1918
Mosaic Family Wealth Partners
Missouri
$429K +$134 +3 +0%
TPWA
1919
TRUE Private Wealth Advisors
Oregon
$429K -$219K -4,911 -34%
OFG
1920
Oxford Financial Group
Indiana
$427K +$1.56K +35 +0.4%
OC
1921
Oarsman Capital
Wisconsin
$427K +$36.7K +823 +9%
HFAS
1922
Hummer Financial Advisory Services
Illinois
$425K +$23.4K +525 +6%
KLWA
1923
Kelly Lawrence W & Associates
California
$423K
PI
1924
PineBridge Investments
New York
$423K +$46.2K +1,036 +12%
IWN
1925
Independent Wealth Network
Iowa
$423K -$5.26K -118 -1%