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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
5101
Elevate Wealth Advisory
Georgia
$266K +$252K +708 New
AAS
5102
Asset Allocation Strategies
Michigan
$264K +$14.2K +40 +6%
EFI
5103
EHP Funds Inc
Canada
$263K +$249K +700 New
KAM
5104
Kraft Asset Management
Tennessee
$262K +$248K +696 New
PFA
5105
Pinnacle Family Advisors
Missouri
$261K
RCG
5106
Ruane, Cunniff & Goldfarb
New York
$260K
JFG
5107
JDM Financial Group
Texas
$260K
SA
5108
Sage Advisors
Colorado
$256K +$242K +681 New
SWA
5109
Safir Wealth Advisors
New Hampshire
$256K
TAM
5110
TCP Asset Management
Ohio
$256K +$242K +680 New
DGI
5111
Disciplined Growth Investors
Minnesota
$255K -$108K -303 -31%
FSWA
5112
Financial Synergies Wealth Advisors
Texas
$254K -$539K -1,513 -59%
SWM
5113
Stapp Wealth Management
Washington
$254K
WCWM
5114
Wooster Corthell Wealth Management
Connecticut
$254K -$40.6K -114 -14%
Legacy Financial Group (Iowa)
5115
Legacy Financial Group (Iowa)
Iowa
$252K -$2.84M -7,981 -92%
SCM
5116
Stonehearth Capital Management
Massachusetts
$252K +$238K +669 New
EFN
5117
Equita Financial Network
Pennsylvania
$251K -$496K -1,393 -68%
FFW
5118
Fusion Family Wealth
New York
$247K
LA
5119
LPF Advisors
Florida
$247K +$233K +656 New
WS
5120
Wela Strategies
Georgia
$245K +$232K +651 New
GIM
5121
Greylin Investment Management
Virginia
$244K -$17.8K -50 -7%
CAAM
5122
Cornerstone Advisors Asset Management
Pennsylvania
$244K
VF
5123
Vawter Financial
Ohio
$243K +$230K +646 New
MFS
5124
McNamara Financial Services
Massachusetts
$242K -$42.7K -120 -16%
ASG
5125
Ariston Services Group
California
$241K +$228K +641 New