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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
2951
Gradient Capital Advisors
California
$271K +$93 +1 +0%
FWP
2952
Falcon Wealth Planning
California
$271K +$29.7K +318 +12%
MHWM
2953
Montz Harcus Wealth Management
Louisiana
$270K +$2.43K +26 +0.9%
MAM
2954
McLean Asset Management
Virginia
$270K -$76.1K -815 -19%
RR
2955
Robotti Robert
$269K
GCIA
2956
Gabelli & Co Investment Advisers
New York
$269K +$280K +3,000 New
SDWMA
2957
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K -$46.1K -494 -14%
SPWM
2958
Schrum Private Wealth Management
Florida
$269K -$24.3K -260 -8%
SXL
2959
Summit X LLC
Missouri
$269K -$23.1K -247 -8%
WAAG
2960
Wealth Alliance Advisory Group
Kansas
$269K -$11.7K -125 -4%
PFG
2961
Prospect Financial Group
Virginia
$268K +$40.1K +430 +17%
CRI
2962
Colonial River Investments
Virginia
$268K -$433K -4,639 -61%
EC
2963
EdgeRock Capital
Colorado
$268K -$27.7K -297 -9%
ODIJL
2964
One Day In July LLC
Vermont
$268K -$56.6K -606 -17%
MAA
2965
Matrix Asset Advisors
New York
$264K +$7.84K +84 +3%
VFP
2966
Verus Financial Partners
Virginia
$264K -$6.91K -74 -2%
EWM
2967
EPG Wealth Management
Georgia
$264K -$7.84K -84 -3%
IIM
2968
Illumine Investment Management
Washington
$264K
BF
2969
Brogan Financial
Tennessee
$263K +$274K +2,932 New
IFU
2970
iSAM Funds (UK)
United Kingdom
$263K +$274K +2,931 New
PPC
2971
Park Place Capital
Alabama
$263K -$209K -2,234 -43%
AWA
2972
AGH Wealth Advisors
Kansas
$263K -$35K -375 -11%
AAG
2973
Armstrong Advisory Group
Massachusetts
$262K
KW
2974
KWB Wealth
California
$262K +$1.31K +14 +0.5%
RC
2975
Reik & Co
New York
$262K