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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1551
Advisor OS
Illinois
$327K -$65.8K -434 -18%
FC
1552
Fairscale Capital
New Hampshire
$326K – – –
PAM
1553
Peak Asset Management
Colorado
$325K – – –
MSA
1554
Marino Stram & Associates
Massachusetts
$325K +$152 +1 +0%
CA
1555
Cornerstone Advisory
Maryland
$325K -$152 -1 -0%
TWM
1556
TSA Wealth Management
Texas
$325K – – –
GIM
1557
Guardian Investment Management
California
$324K -$1.14M -7,500 -79%
WCM
1558
Winebrenner Capital Management
Kentucky
$324K -$2.42K -16 -0.8%
PWM
1559
Partnership Wealth Management
Maryland
$324K – – –
PC
1560
Prairiewood Capital
North Dakota
$324K – – –
TIP
1561
Torray Investment Partners
Maryland
$324K – – –
BWA
1562
Basecamp Wealth Advisors
Washington
$323K +$909 +6 +0.3%
FNT
1563
First Nebraska Trust
Nebraska
$323K – – –
CL
1564
CPWA LLC
Oregon
$323K +$7.12K +47 +2%
WA
1565
WBH Advisory
Maryland
$322K +$152 +1 +0.1%
FB
1566
First Bancorp
Maine
$322K – – –
LCM
1567
Liberty Capital Management
Michigan
$322K +$301K +1,986 New
WETS
1568
Wealth Enhancement Trust Services
South Dakota
$321K +$1.52K +10 +0.5%
ACA
1569
Affinity Capital Advisors
California
$321K +$1.82K +12 +0.6%
FNWA
1570
Financial Network Wealth Advisors
Utah
$321K +$303 +2 +0.1%
EBA
1571
Eagle Bay Advisors
New York
$320K +$9.85K +65 +3%
WAM
1572
WNY Asset Management
New York
$320K +$2.42K +16 +0.8%
SWM
1573
Sculati Wealth Management
Michigan
$320K – – –
WCG
1574
Weaver Consulting Group
California
$319K -$1.67K -11 -0.6%
BMA
1575
Brooks Moore & Associates
Tennessee
$318K – – –