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Name Holding Trade Value Shares
Change
Change in
Stake
VCG
4476
Vantage Consulting Group
Virginia
$335K -$325K -1,354 -49%
SG
4477
Sharper & Granite
California
$335K +$335K +1,397 New
DGI
4478
Disciplined Growth Investors
Minnesota
$333K
FCT
4479
Family Capital Trust
Massachusetts
$332K
NEGWA
4480
New England Guild Wealth Advisors
Connecticut
$328K +$7.44K +31 +2%
MA
4481
Mosaic Advisors
Texas
$328K +$118K +493 +56%
CWM
4482
Core Wealth Management
Florida
$327K +$327K +1,362 New
LAM
4483
Lifestyle Asset Management
Texas
$325K +$326K +1,357 New
OF
4484
Outfitter Financial
Maine
$325K +$33.8K +141 +12%
BSG
4485
Black Swift Group
Colorado
$324K -$1.6M -6,649 -83%
DWM
4486
Denver Wealth Management
Colorado
$323K +$9.84K +41 +3%
GWAM
4487
Guardian Wealth Advisors (Minnesota)
Minnesota
$319K -$6.96K -29 -2%
RMC
4488
Regis Management Company
California
$318K +$318K +1,327 New
RK
4489
Rather & Kittrell
Tennessee
$318K -$8.64K -36 -3%
KTA
4490
Keeley-Teton Advisors
Illinois
$316K -$38.2K -159 -11%
MWM
4491
MorganRosel Wealth Management
Colorado
$313K
TI
4492
Telemetry Investments
New York
$313K +$93.4K +389 +42%
PIFP
4493
Partners in Financial Planning
Virginia
$313K
TLFA
4494
True Link Financial Advisors
California
$312K -$19.2K -80 -6%
FCC
4495
Flower City Capital
New York
$310K -$31.2K -130 -9%
AAM
4496
Ameraudi Asset Management
New York
$309K -$454K -1,892 -59%
DWMS
4497
Dominguez Wealth Management Solutions
Virginia
$309K +$309K +1,287 New
TCG
4498
Tremblant Capital Group
Florida
$307K +$307K +1,280 New
SWM
4499
Stapp Wealth Management
Washington
$306K
CCMIC
4500
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$305K +$306K +1,273 New