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Name Holding Trade Value Shares
Change
Change in
Stake
LEA
3151
Legacy Edge Advisors
New York
$225K +$214K +2,065 New
RHJA
3152
Rice Hall James & Associates
California
$225K
WH
3153
Whitcomb & Hess
Ohio
$225K +$1.45K +14 +0.7%
IAG
3154
Investment Advisory Group
Massachusetts
$225K -$28.6K -276 -12%
YCG
3155
Yeomans Consulting Group
Georgia
$224K +$214K +2,059 New
HCM
3156
Hutchinson Capital Management
California
$224K -$3.22K -31 -1%
FWP
3157
Firethorn Wealth Partners
Georgia
$224K +$213K +2,056 New
CWM
3158
Cabot Wealth Management
Massachusetts
$224K +$5.92K +57 +3%
WFA
3159
Wade Financial Advisory
California
$224K +$213K +2,050 New
JSA
3160
Jacobson & Schmitt Advisors
Wisconsin
$223K -$19K -183 -8%
UWPG
3161
Ullmann Wealth Partners Group
Florida
$223K +$213K +2,049 New
CWA
3162
Canvas Wealth Advisors
Kansas
$223K -$9.65K -93 -5%
MAC
3163
Mason & Associates (California)
California
$223K +$212K +2,045 New
TF
3164
Threadgill Financial
Texas
$223K
IP
3165
Isthmus Partners
Wisconsin
$223K -$30K -289 -12%
TIP
3166
Torray Investment Partners
Maryland
$223K
HGWM
3167
Horst & Graben Wealth Management
Oregon
$222K -$97.4K -938 -32%
FPWM
3168
FSB Premier Wealth Management
Iowa
$222K
ACM
3169
AUA Capital Management
Pennsylvania
$221K
TA
3170
TrueWealth Advisors
Alabama
$220K +$3.94K +38 +2%
PDM
3171
Penn Davis McFarland
Texas
$220K +$210K +2,022 New
LAM
3172
Lewis Asset Management
California
$220K +$210K +2,021 New
CA
3173
Crane Advisory
California
$220K +$195K +1,878 New
PF
3174
Prosperitas Financial
California
$220K -$42.6K -410 -17%
MFG
3175
MTM Financial Group
Pennsylvania
$219K -$99.4K -958 -32%