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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2701
TruWealth Advisors
Louisiana
$307K -$473K -5,950 -61%
WCWM
2702
Willow Creek Wealth Management
California
$307K -$20.7K -260 -6%
BGAI
2703
Bruce G. Allen Investments
Colorado
$307K +$51.7K +651 +20%
MSRI
2704
Michael S. Ryan Inc
New York
$307K +$4.85K +61 +2%
AFPL
2705
Advus Financial Partners, LLC
Florida
$307K -$54K -679 -15%
DC
2706
Diametric Capital
Massachusetts
$307K +$308K +3,872 New
QFA
2707
Quantum Financial Advisors
California
$306K -$75.1K -945 -20%
PWM
2708
Partners Wealth Management
California
$305K
LSA
2709
Lansing Street Advisors
Pennsylvania
$305K +$8.98K +113 +3%
CAWM
2710
Capital Advisors Wealth Management
Washington
$304K +$26.9K +338 +10%
HWMG
2711
Hurlow Wealth Management Group
Indiana
$303K -$95.9K -1,206 -24%
TF
2712
Tudor Financial
Ohio
$303K -$52.2K -657 -15%
CFGA
2713
Cambridge Financial Group (Arizona)
Arizona
$302K -$50.9K -640 -14%
TA
2714
TFB Advisors
Kansas
$302K -$19.2K -242 -6%
JF
2715
JSF Financial
California
$301K -$17.4K -219 -5%
FZCM
2716
Flynn Zito Capital Management
New York
$301K +$43.5K +547 +17%
AA
2717
Alesco Advisors
New York
$301K -$27.7K -349 -8%
OR
2718
Olympiad Research
Connecticut
$301K +$302K +3,798 New
BFG
2719
Birch Financial Group
New Hampshire
$300K +$37.8K +476 +14%
BFS
2720
Beacon Financial Strategies
North Carolina
$300K +$159 +2 +0.1%
MAM
2721
Milestone Asset Management
Pennsylvania
$300K +$301K +3,784 New
WSA
2722
Warm Springs Advisors
California
$300K
FMP
2723
Financial Management Professionals
Texas
$299K +$24.4K +307 +9%
IA
2724
Intellus Advisors
Florida
$299K +$15.3K +192 +5%
JTWM
2725
Jackson Thornton Wealth Management
Alabama
$299K +$54.7K +688 +23%