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Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
2801
Vista Investment Partners II
Indiana
$392K +$406K +3,936 New
AIFAIM
2802
American Institute for Advanced Investment Management
Arizona
$391K -$20.9K -203 -5%
LA
2803
Latitude Advisors
Florida
$391K +$40.6K +394 +11%
A
2804
Argentarii
Ohio
$391K +$405K +3,926 New
OAM
2805
Oak Asset Management
California
$390K
CFA
2806
Cahill Financial Advisors
Minnesota
$390K +$148K +1,438 +58%
MSRI
2807
Michael S. Ryan Inc
New York
$390K
BWM
2808
BKM Wealth Management
Wisconsin
$389K +$41.6K +404 +12%
DOA
2809
D'Orazio & Associates
Virginia
$389K -$59.3K -575 -13%
FSG
2810
Financial Strategies Group
Michigan
$388K
NQWM
2811
Northwest Quadrant Wealth Management
Oregon
$387K +$22.9K +222 +6%
FAN
2812
Financial Advisors Network
California
$387K +$401K +3,886 New
AGA
2813
Arkos Global Advisors
Texas
$386K -$15.7K -152 -4%
MWM
2814
Mosley Wealth Management
California
$383K +$88.5K +858 +28%
EAM
2815
Everstar Asset Management
North Carolina
$383K -$165K -1,600 -29%
FPGK
2816
Financial Partners Group (Kansas)
Kansas
$383K +$7.01K +68 +2%
KIG
2817
Kennedy Investment Group
New Jersey
$382K -$22.4K -217 -5%
SWM
2818
Sterling Wealth Management
Illinois
$382K -$41.2K -400 -9%
CCAM
2819
Cascades Capital Asset Management
North Carolina
$382K -$545K -5,287 -58%
SHGA
2820
Sand Hill Global Advisors
California
$382K -$20.7K -201 -5%
WFMPM
2821
Woodley Farra Manion Portfolio Management
Indiana
$381K -$78.1K -758 -17%
FMP
2822
Financial Management Professionals
Texas
$380K +$34.3K +333 +10%
GWP
2823
Gateway Wealth Partners
Wisconsin
$380K +$37.3K +362 +10%
TWP
2824
Triad Wealth Partners
Kansas
$380K +$393K +3,816 New
DCBT
2825
Dakota Community Bank & Trust
North Dakota
$379K +$16.1K +156 +4%