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Name Holding Trade Value Shares
Change
Change in
Stake
EFL
2901
ERn Financial LLC
Wisconsin
$261K +$6.04K +56 +2%
KLI
2902
Kelman-Lazarov Inc
Tennessee
$260K +$7.44K +69 +3%
III
2903
Independent Investors Inc
New York
$260K
IWM
2904
Integris Wealth Management
California
$259K
AAM
2905
Austin Asset Management
Texas
$258K +$270K +2,508 New
HIM
2906
Hillsdale Investment Management
Ontario, Canada
$258K +$108K +1,000 +66%
LCM
2907
Lazari Capital Management
California
$258K +$34.9K +324 +15%
OWA
2908
One Wealth Advisors
California
$257K -$98.9K -918 -27%
CCA
2909
Conestoga Capital Advisors
Pennsylvania
$257K
WOSD
2910
WFA of San Diego
California
$257K -$1.62K -15 -0.6%
LPAM
2911
Lodestar Private Asset Management
California
$257K -$21.7K -201 -7%
FA
2912
Fagan Associates
New York
$257K +$8.08K +75 +3%
AMM
2913
American Money Management
California
$257K
LC
2914
Landaas & Company
Wisconsin
$256K +$18.5K +172 +7%
MWA
2915
Motive Wealth Advisors
Michigan
$256K -$23.7K -220 -8%
NPT
2916
Nixon Peabody Trust
Massachusetts
$255K -$53.4K -495 -17%
PWM
2917
Penobscot Wealth Management
Maine
$254K +$266K +2,464 New
NAMM
2918
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K
CBOR
2919
Community Bank of Raymore
Missouri
$254K
IRAG
2920
Investment Research & Advisory Group
Georgia
$253K
WAM
2921
Wallington Asset Management
Indiana
$253K -$8.3K -77 -3%
MS
2922
Marshall & Sullivan
Washington
$252K
CFSG
2923
Community Financial Services Group
Vermont
$251K +$263K +2,441 New
FAM
2924
Family Asset Management
South Carolina
$251K -$12.9K -120 -5%
BBPWM
2925
Blue Bell Private Wealth Management
Pennsylvania
$250K -$11.3K -105 -4%