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Name Holding Trade Value Shares
Change
Change in
Stake
LDB
2176
Lee, Danner & Bass
Tennessee
$367K
FLPIM
2177
F.L. Putnam Investment Management
Massachusetts
$367K +$4.31K +12 +1%
SMA
2178
Sage Mountain Advisors
Georgia
$366K -$133K -370 -27%
CCM
2179
Consolidated Capital Management
California
$366K -$15.8K -44 -4%
DA
2180
Duality Advisers
Florida
$363K +$365K +1,016 New
TWM
2181
Tradition Wealth Management
Minnesota
$361K -$546K -1,519 -60%
MCWA
2182
Meadow Creek Wealth Advisors
Georgia
$360K -$65.8K -183 -15%
MFG
2183
Magnus Financial Group
New York
$359K +$20.5K +57 +6%
GP
2184
Geneva Partners
Wisconsin
$358K -$7.19K -20 -2%
LAS
2185
Lloyd Advisory Services
Georgia
$358K +$54.6K +152 +18%
AAM
2186
Ardevora Asset Management
United Kingdom
$357K -$82M -228,100 -100%
FFA
2187
Fragasso Financial Advisors
Pennsylvania
$356K -$37K -103 -9%
SP
2188
Successful Portfolios
Florida
$356K +$8.63K +24 +2%
MCA
2189
MSH Capital Advisors
Arizona
$356K +$359 +1 +0.1%
SPWG
2190
Sage Private Wealth Group
Illinois
$355K +$3.95K +11 +1%
AFAS
2191
Acorn Financial Advisory Services
Virginia
$351K +$359 +1 +0.1%
WC
2192
Woodstock Corp
Massachusetts
$350K -$61.5K -171 -15%
BAM
2193
Berkshire Asset Management
Pennsylvania
$348K +$75.5K +210 +28%
FAG
2194
Fortitude Advisory Group
Washington
$347K -$18.3K -51 -5%
EC
2195
Enhancing Capital
Pennsylvania
$347K
EBA
2196
Eagle Bay Advisors
New York
$346K -$79.8K -222 -19%
FM
2197
Foster & Motley
Ohio
$345K +$9.71K +27 +3%
MWM
2198
MBE Wealth Management
Wisconsin
$344K -$4.67K -13 -1%
TP
2199
Truvvo Partners
New York
$343K +$359 +1 +0.1%
GAG
2200
Goodman Advisory Group
Massachusetts
$343K +$104K +290 +43%