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Name Holding Trade Value Shares
Change
Change in
Stake
KA
2901
Kure Advisory
Minnesota
$263K +$276K +2,558 New
EWM
2902
Endowment Wealth Management
Wisconsin
$263K +$58.5K +543 +27%
EFL
2903
ERn Financial LLC
Wisconsin
$261K +$6.04K +56 +2%
KLI
2904
Kelman-Lazarov Inc
Tennessee
$260K +$7.44K +69 +3%
III
2905
Independent Investors Inc
New York
$260K – – –
IWM
2906
Integris Wealth Management
California
$259K – – –
AAM
2907
Austin Asset Management
Texas
$258K +$270K +2,508 New
Hillsdale Investment Management
2908
Hillsdale Investment Management
Ontario, Canada
$258K +$108K +1,000 +66%
LCM
2909
Lazari Capital Management
California
$258K +$34.9K +324 +15%
OWA
2910
One Wealth Advisors
California
$257K -$98.9K -918 -27%
Conestoga Capital Advisors
2911
Conestoga Capital Advisors
Pennsylvania
$257K – – –
WOSD
2912
WFA of San Diego
California
$257K -$1.62K -15 -0.6%
LPAM
2913
Lodestar Private Asset Management
California
$257K -$21.7K -201 -7%
FA
2914
Fagan Associates
New York
$257K +$8.08K +75 +3%
AMM
2915
American Money Management
California
$257K – – –
LC
2916
Landaas & Company
Wisconsin
$256K +$18.5K +172 +7%
MWA
2917
Motive Wealth Advisors
Michigan
$256K -$23.7K -220 -8%
NPT
2918
Nixon Peabody Trust
Massachusetts
$255K -$53.4K -495 -17%
PWM
2919
Penobscot Wealth Management
Maine
$254K +$266K +2,464 New
NAMM
2920
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K – – –
CBOR
2921
Community Bank of Raymore
Missouri
$254K – – –
IRAG
2922
Investment Research & Advisory Group
Georgia
$253K – – –
WAM
2923
Wallington Asset Management
Indiana
$253K -$8.3K -77 -3%
MS
2924
Marshall & Sullivan
Washington
$252K – – –
CFSG
2925
Community Financial Services Group
Vermont
$251K +$263K +2,441 New