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Name Holding Trade Value Shares
Change
Change in
Stake
NA
2976
Nautilus Advisors
California
$300K
CFC
2977
Coyle Financial Counsel
Illinois
$300K +$35K +61 +13%
PWA
2978
Phoenix Wealth Advisors
North Carolina
$300K
GMA
2979
Glassy Mountain Advisors
Maryland
$300K
RB
2980
Rodgers Brothers
Pennsylvania
$299K
BC
2981
Barrett & Company
Rhode Island
$299K -$17.8K -31 -6%
M1FG
2982
Mach-1 Financial Group
Arkansas
$298K -$112K -195 -27%
EWA
2983
Etesian Wealth Advisors
Oregon
$298K
DAS
2984
DMKC Advisory Services
Iowa
$298K +$9.76K +17 +3%
IAS
2985
Integrity Advisory Solutions
Texas
$298K +$301K +524 New
AFAS
2986
Acorn Financial Advisory Services
Virginia
$298K +$15.5K +27 +5%
PWM
2987
Partners Wealth Management
California
$297K +$6.89K +12 +2%
CIEC
2988
Crédit Industriel et Commercial
France
$296K -$90.7K -158 -23%
AIA
2989
AssuredPartners Investment Advisors
Florida
$295K -$1.72K -3 -0.6%
LWA
2990
Lifelong Wealth Advisors
Minnesota
$295K -$1.15K -2 -0.4%
VAMG
2991
Voisard Asset Management Group
Michigan
$294K +$10.9K +19 +4%
1M
2992
1248 Management
Missouri
$293K
CW
2993
Channel Wealth
California
$293K +$5.74K +10 +2%
MWM
2994
MGB Wealth Management
Texas
$293K
TAM
2995
TCP Asset Management
Ohio
$292K +$67.2K +117 +29%
GAMC
2996
Garner Asset Management Corp
Texas
$292K
TCM
2997
Tufton Capital Management
Maryland
$292K
DWP
2998
Destiny Wealth Partners
Florida
$292K -$47.1K -82 -14%
TAM
2999
Titleist Asset Management
Texas
$291K -$29.3K -51 -9%
BCP
3000
Blackhawk Capital Partners
Wisconsin
$291K -$9.76K -17 -3%