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Name Holding Trade Value Shares
Change
Change in
Stake
FC
3301
Fulcrum Capital
Washington
$226K -$142K -1,150 -40%
TIP
3302
Torray Investment Partners
Maryland
$225K -$41.4K -336 -16%
LFGO
3303
Legacy Financial Group (Oklahoma)
Oklahoma
$225K +$210K +1,702 New
Alesco Advisors
3304
Alesco Advisors
New York
$224K +$210K +1,700 New
WFA
3305
Wellspring Financial Advisors
Ohio
$224K +$209K +1,699 New
SFMG
3306
Sage Financial Management Group
Virginia
$224K +$210K +1,700 New
W
3307
WorthPointe
California
$224K +$209K +1,694 New
CSWM
3308
Cassady Schiller Wealth Management
Ohio
$223K +$1.11K +9 +0.5%
AW
3309
Avion Wealth
Texas
$223K -$10.4K -84 -5%
PWM
3310
Prosperity Wealth Management
California
$222K +$208K +1,686 New
GWM
3311
Gibbs Wealth Management
Georgia
$222K +$208K +1,685 New
WBG
3312
Wharton Business Group
Pennsylvania
$222K +$208K +1,686 New
EFP
3313
Envision Financial Planning
Tennessee
$222K +$207K +1,682 New
KC
3314
Kades & Cheifetz
Pennsylvania
$222K +$207K +1,681 New
VAS
3315
Valicenti Advisory Services
New York
$221K -$36.7K -298 -15%
FA
3316
Fountainhead AM
New Jersey
$220K +$206K +1,671 New
HWA
3317
Hilltop Wealth Advisors
North Carolina
$220K +$206K +1,668 New
WHCI
3318
W.H. Cornerstone Investments
Massachusetts
$220K -$37K -300 -15%
LWA
3319
Ledgewood Wealth Advisors
New Hampshire
$220K +$205K +1,665 New
AF
3320
Apollon Financial
South Carolina
$220K +$205K +1,665 New
EHAM
3321
Eagle Harbor Asset Management
Washington
$219K +$205K +1,662 New
PCMF
3322
Private Capital Management (Florida)
Florida
$219K +$205K +1,662 New
KAM
3323
Knightsbridge Asset Management
California
$219K – – –
KOMWMG
3324
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$205K +1,660 New
CAM
3325
Creekmur Asset Management
Illinois
$219K +$20.6K +167 +11%