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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2651
Sather Financial Group
Texas
$380K +$39.8K +133 +12%
PSP
2652
Principal Street Partners
Tennessee
$380K – – –
NECFA
2653
New England Capital Financial Advisors
Connecticut
$380K +$897 +3 +0.2%
DCBT
2654
Dakota Community Bank & Trust
North Dakota
$380K -$12K -40 -3%
AA
2655
Alesco Advisors
New York
$380K -$4.49K -15 -1%
S
2656
Sunpointe
Missouri
$379K -$267K -894 -42%
HWM
2657
Howard Wealth Management
Connecticut
$378K +$299 +1 +0.1%
VWA
2658
VSM Wealth Advisory
Maryland
$378K +$2.99K +10 +0.8%
RA
2659
Ruggaard & Associates
Ohio
$377K +$23K +77 +7%
EGA
2660
E&G Advisors
Texas
$377K – – –
SWA
2661
Strategies Wealth Advisors
Michigan
$376K +$360K +1,205 New
MWA
2662
Motive Wealth Advisors
Michigan
$376K -$35.6K -119 -9%
HCM
2663
Highview Capital Management
Illinois
$376K – – –
FWA
2664
FSM Wealth Advisors
Ohio
$375K +$36.8K +123 +11%
LWM
2665
Liberty Wealth Management
California
$375K +$8.08K +27 +2%
CWA
2666
CJM Wealth Advisers
Virginia
$375K -$1.5K -5 -0.4%
AW
2667
Atlas Wealth
Ohio
$375K – – –
BWP
2668
Baldwin Wealth Partners
Massachusetts
$375K -$299 -1 -0.1%
MGWM
2669
Marks Group Wealth Management
Minnesota
$375K – – –
GSAM
2670
Grant Street Asset Management
Pennsylvania
$374K – – –
TA
2671
TPG Advisors
Illinois
$374K – – –
BWM
2672
Birchcreek Wealth Management
Ohio
$374K – – –
AA
2673
Auxano Advisors
Washington
$374K +$40.4K +135 +13%
TCM
2674
Tufton Capital Management
Maryland
$373K -$8.97K -30 -2%
LCS
2675
Levin Capital Strategies
New York
$373K -$303K -1,013 -46%