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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1551
Signature Equity Partners
Ohio
$375K +$7.32K +50 +2%
PWP
1552
Phillips Wealth Planners
Mississippi
$375K -$13.2K -90 -4%
WP
1553
Westmount Partners
California
$374K +$372K +2,540 New
WFI
1554
West Family Investments
California
$374K -$164K -1,120 -31%
Vanguard National Trust
1555
Vanguard National Trust
Pennsylvania
$374K +$372K +2,540 New
LI
1556
Louisbourg Investments
New Brunswick, Canada
$373K -$828K -5,660 -66%
CPWM
1557
Cypress Point Wealth Management
Texas
$371K +$369K +2,520 New
FWI
1558
Facet Wealth Inc
Maryland
$371K +$145K +990 +65%
TSS
1559
Two Sigma Securities
New York
$371K +$369K +2,520 New
BFA
1560
Bill Few Associates
Pennsylvania
$370K – – –
WCFA
1561
Walkner Condon Financial Advisors
Wisconsin
$370K +$36.6K +250 +11%
MCM
1562
Militia Capital Management
Texas
$370K +$367K +2,510 New
IP
1563
Investment Partners
Ohio
$368K – – –
PDL
1564
Portfolio Design Labs
California
$368K – – –
BFA
1565
Bragg Financial Advisors
North Carolina
$368K +$366K +2,500 New
AF
1566
AGP Franklin
Tennessee
$368K – – –
KV
1567
Kickstand Ventures
New York
$367K – – –
SCM
1568
Stonehearth Capital Management
Massachusetts
$364K -$76.1K -520 -17%
PWAM
1569
Private Wealth Asset Management
Iowa
$364K -$1.46K -10 -0.4%
EGWAG
1570
Elwood & Goetz Wealth Advisory Group
Georgia
$363K +$360K +2,460 New
BFA
1571
Brown Financial Advisors
Ohio
$362K -$157K -1,070 -30%
WETS
1572
Wealth Enhancement Trust Services
South Dakota
$362K +$139K +950 +63%
AWCI
1573
Alpine Woods Capital Investors
New York
$359K -$13.2K -90 -4%
MA
1574
Montag & Associates
Georgia
$358K +$49.7K +340 +16%
BDPWM
1575
Barnes Dennig Private Wealth Management
Ohio
$356K -$48.3K -330 -12%