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Name Holding Trade Value Shares
Change
Change in
Stake
EFL
3051
ERn Financial LLC
Wisconsin
$328K
WIA
3052
World Investment Advisors
California
$328K -$258K -2,090 -50%
EC
3053
EdgeRock Capital
Colorado
$327K +$12.1K +98 +4%
LSA
3054
Lion Street Advisors
Texas
$327K
WA
3055
Wealthstream Advisors
New York
$326K -$186K -1,505 -38%
CBOR
3056
Community Bank of Raymore
Missouri
$325K
IRAG
3057
Investment Research & Advisory Group
Georgia
$325K
BIM
3058
Breakwater Investment Management
Washington
$325K +$303K +2,461 New
CWM
3059
C2C Wealth Management
Arizona
$324K -$418K -3,390 -58%
SFC
3060
Swisher Financial Concepts
Ohio
$324K
WAM
3061
Wallington Asset Management
Indiana
$324K
PTC
3062
Petrus Trust Company
Texas
$324K -$387K -3,137 -56%
IWM
3063
Integris Wealth Management
California
$324K -$7.39K -60 -2%
MS
3064
Marshall & Sullivan
Washington
$323K
TSWM
3065
Tyler-Stone Wealth Management
Ohio
$323K +$54K +438 +22%
IWN
3066
Independent Wealth Network
Iowa
$322K -$30.3K -246 -9%
AMM
3067
American Money Management
California
$322K -$6.16K -50 -2%
SCA
3068
Sandy Cove Advisors
Massachusetts
$321K -$40.4K -328 -12%
ODIJL
3069
One Day In July LLC
Vermont
$321K +$22.6K +183 +8%
CFA
3070
Cahill Financial Advisors
Minnesota
$321K +$63.6K +516 +27%
SM
3071
Sciencast Management
New Jersey
$321K -$516K -4,187 -63%
WCA
3072
Waypoint Capital Advisors
Minnesota
$320K +$10.2K +83 +4%
IGWM
3073
ICA Group Wealth Management
Colorado
$320K -$6.9K -56 -2%
NFSG
3074
Newbridge Financial Services Group
Florida
$319K -$1.73K -14 -0.6%
CFA
3075
CWS Financial Advisors
Michigan
$319K -$145K -1,180 -33%