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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2251
Fulcrum Capital
Washington
$356K +$356K +5,955 New
EWM
2252
EPG Wealth Management
Georgia
$355K -$110K -1,846 -24%
OAM
2253
Oberweis Asset Management
Illinois
$355K -$8.91K -149 -2%
LFA
2254
Landmark Financial Advisors
Kentucky
$355K -$60 -1 -0%
BWA
2255
Beam Wealth Advisors
Louisiana
$355K +$41.8K +699 +13%
PAS
2256
Professional Advisory Services
Florida
$353K -$14.2K -238 -4%
VAS
2257
Valicenti Advisory Services
New York
$349K -$5.98K -100 -2%
ECM
2258
Ensemble Capital Management
California
$349K
PHAM
2259
Palisades Hudson Asset Management
Florida
$349K
SIC
2260
Samalin Investment Counsel
New York
$349K +$349K +5,840 New
BFIC
2261
Bedell Frazier Investment Counselling
California
$348K -$12.6K -210 -3%
ME
2262
McIlrath & Eck
Washington
$347K +$28.5K +477 +9%
RWM
2263
RKL Wealth Management
Pennsylvania
$346K -$100K -1,673 -22%
AWM
2264
Aprio Wealth Management
Georgia
$346K -$10.5K -175 -3%
BDF
2265
Black Diamond Financial
Maryland
$346K
FIA
2266
Foundations Investment Advisors
Arizona
$346K +$350K +5,852 New
BCP
2267
Berkeley Capital Partners
Georgia
$344K -$14.1K -236 -4%
AWA
2268
Alaska Wealth Advisors
Alaska
$341K -$94.9K -1,587 -22%
MIS
2269
Morningstar Investment Services
Illinois
$341K -$43.5K -727 -11%
EWG
2270
Executive Wealth Group
Washington
$340K +$718 +12 +0.2%
KBFS
2271
Kohmann Bosshard Financial Services
Ohio
$339K
RFN
2272
RDA Financial Network
Iowa
$337K +$61.7K +1,032 +22%
PA
2273
Parkside Advisors
California
$336K -$4.49K -75 -1%
NFG
2274
NewFocus Financial Group
Washington
$334K +$12K +200 +4%
BOS
2275
Bank of Stockton
California
$333K -$32.9K -550 -9%