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Name Holding Trade Value Shares
Change
Change in
Stake
FA
3051
Fagan Associates
New York
$329K +$12.3K +100 +4%
LPAM
3052
Lodestar Private Asset Management
California
$329K +$3.21K +26 +1%
EFL
3053
ERn Financial LLC
Wisconsin
$328K – – –
World Investment Advisors
3054
World Investment Advisors
California
$328K -$258K -2,090 -50%
EC
3055
EdgeRock Capital
Colorado
$327K +$12.1K +98 +4%
LSA
3056
Lion Street Advisors
Texas
$327K – – –
WA
3057
Wealthstream Advisors
New York
$326K -$186K -1,505 -38%
CBOR
3058
Community Bank of Raymore
Missouri
$325K – – –
IRAG
3059
Investment Research & Advisory Group
Georgia
$325K – – –
BIM
3060
Breakwater Investment Management
Washington
$325K +$303K +2,461 New
CWM
3061
C2C Wealth Management
Arizona
$324K -$418K -3,390 -58%
SFC
3062
Swisher Financial Concepts
Ohio
$324K – – –
WAM
3063
Wallington Asset Management
Indiana
$324K – – –
PTC
3064
Petrus Trust Company
Texas
$324K -$387K -3,137 -56%
IWM
3065
Integris Wealth Management
California
$324K -$7.39K -60 -2%
MS
3066
Marshall & Sullivan
Washington
$323K – – –
TSWM
3067
Tyler-Stone Wealth Management
Ohio
$323K +$54K +438 +22%
IWN
3068
Independent Wealth Network
Iowa
$322K -$30.3K -246 -9%
AMM
3069
American Money Management
California
$322K -$6.16K -50 -2%
SCA
3070
Sandy Cove Advisors
Massachusetts
$321K -$40.4K -328 -12%
ODIJL
3071
One Day In July LLC
Vermont
$321K +$22.6K +183 +8%
CFA
3072
Cahill Financial Advisors
Minnesota
$321K +$63.6K +516 +27%
SM
3073
Sciencast Management
New Jersey
$321K -$516K -4,187 -63%
WCA
3074
Waypoint Capital Advisors
Minnesota
$320K +$10.2K +83 +4%
IGWM
3075
ICA Group Wealth Management
Colorado
$320K -$6.9K -56 -2%