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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2251
SkyOak Wealth
Michigan
$322K – – –
SRIM
2252
Saratoga Research & Investment Management
California
$322K -$9.75K -240 -4%
WHCI
2253
W.H. Cornerstone Investments
Massachusetts
$321K +$772 +19 +0.3%
PWG
2254
Portside Wealth Group
Utah
$321K -$6.74K -166 -3%
SWM
2255
SFG Wealth Management
Maryland
$320K -$1.54K -38 -0.6%
SRA
2256
Secured Retirement Advisors
Minnesota
$320K +$259K +6,366 New
4WM
2257
4J Wealth Management
Virginia
$320K – – –
TP
2258
Tranquility Partners
Tennessee
$320K -$370K -9,106 -59%
EGWAG
2259
Elwood & Goetz Wealth Advisory Group
Georgia
$320K +$5K +123 +2%
AA
2260
Advisory Alpha
Michigan
$320K +$258K +6,358 New
BCP
2261
Berkeley Capital Partners
Georgia
$319K -$4.1K -101 -2%
FM
2262
Foster & Motley
Ohio
$319K +$258K +6,346 New
HPM
2263
Hoxton Planning & Management
West Virginia
$317K -$6.13K -151 -2%
KBFS
2264
Kohmann Bosshard Financial Services
Ohio
$317K +$14.3K +351 +6%
RMAM
2265
Raab & Moskowitz Asset Management
New Jersey
$315K -$33K -812 -11%
GTAM
2266
Global Trust Asset Management
Florida
$314K +$10.1K +249 +4%
LTI
2267
Laffer Tengler Investments
Tennessee
$314K – – –
AG
2268
Ascent Group
Virginia
$313K +$11.7K +289 +4%
REMPR
2269
Roof Eidam Maycock Peralta (REMP)
California
$313K -$211K -5,200 -46%
CHA
2270
Cooper/Haims Advisors
New York
$312K -$3.09K -76 -1%
PIM
2271
Plato Investment Management
Australia
$312K +$253K +6,216 New
AAG
2272
Armstrong Advisory Group
Massachusetts
$312K +$4.55K +112 +2%
CAWM
2273
Capital Advisors Wealth Management
Washington
$312K -$3.74K -92 -1%
IF
2274
Ironwood Financial
Arizona
$311K +$81 +2 +0%
SC
2275
Syon Capital
California
$311K +$251K +6,188 New