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Name Holding Trade Value Shares
Change
Change in
Stake
GRQ
3151
Gardner Russo & Quinn
Pennsylvania
$206K – – –
SIA
3152
Strategic Investment Advisors
Michigan
$206K -$303K -982 -58%
AG
3153
AmeriFlex Group
Nevada
$206K -$58K -188 -21%
SHFP
3154
Second Half Financial Partners
Florida
$206K +$8.32K +27 +4%
HW
3155
HORAN Wealth
Ohio
$206K +$217K +704 New
SIM
3156
Studio Investment Management
Illinois
$205K – – –
RSWA
3157
Robinson Smith Wealth Advisors
Maine
$205K +$308 +1 +0.1%
CF
3158
Clarity Financial
Texas
$205K +$5.55K +18 +3%
KFA
3159
Krane Funds Advisors
New York
$205K +$216K +702 New
MWM
3160
Manske Wealth Management
Texas
$205K +$17.6K +57 +9%
FFG
3161
Fortress Financial Group
Minnesota
$205K +$1.23K +4 +0.6%
WIM
3162
Waverton Investment Management
United Kingdom
$205K – – –
FC
3163
Financial Council
Maryland
$205K – – –
AIM
3164
Access Investment Management
Georgia
$205K +$216K +700 New
CB
3165
Chris Bulman
California
$204K +$12.6K +41 +6%
SLWA
3166
San Luis Wealth Advisors
California
$204K +$308 +1 +0.1%
AC
3167
ASB Consultores
Florida
$204K +$14.8K +48 +7%
WMN
3168
Wealth Management Nebraska
Nebraska
$204K – – –
MFC
3169
Morris Financial Concepts
South Carolina
$203K -$910K -2,953 -81%
MWM
3170
Mascoma Wealth Management
New Hampshire
$203K – – –
PFM
3171
Patton Fund Management
Texas
$203K +$214K +695 New
FF
3172
Fortitude Financial
Washington
$203K +$126K +408 New
PCM
3173
Prelude Capital Management
New York
$202K -$86K -279 -29%
NAMM
3174
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K -$617 -2 -0.3%
YCG
3175
Yeomans Consulting Group
Georgia
$202K -$6.17K -20 -3%