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Name Holding Trade Value Shares
Change
Change in
Stake
American Asset Management
6101
American Asset Management
Florida
$263K +$285K +705 New
Keystone Financial Services (Nebraska)
6102
Keystone Financial Services (Nebraska)
Nebraska
$263K -$19.8K -49 -7%
eCIO Inc
6103
eCIO Inc
Wisconsin
$262K +$6.88K +17 +2%
Cornerstone Management
6104
Cornerstone Management
Georgia
$261K -$8.9K -22 -3%
Ballast Financial Advisors
6105
Ballast Financial Advisors
Pennsylvania
$259K +$22.3K +55 +9%
Ramiah Investment Group
6106
Ramiah Investment Group
Wisconsin
$259K -$304K -751 -52%
Perspective Wealth Advisors
6107
Perspective Wealth Advisors
Colorado
$257K +$19.8K +49 +8%
LJCM
6108
Lee Johnson Capital Management
Texas
$256K +$10.1K +25 +4%
Paradigm Strategies in Wealth Management
6109
Paradigm Strategies in Wealth Management
Minnesota
$255K +$3.24K +8 +1%
Virginia Estate & Retirement Planning Advisors
6110
Virginia Estate & Retirement Planning Advisors
Virginia
$255K – – –
Stapp Wealth Management
6111
Stapp Wealth Management
Washington
$252K – – –
Plus Group Wealth Advisors
6112
Plus Group Wealth Advisors
Wisconsin
$251K -$9.7K -24 -3%
Yardley Wealth Management
6113
Yardley Wealth Management
Pennsylvania
$249K +$405 +1 +0.2%
J2 Capital Management
6114
J2 Capital Management
Michigan
$248K +$809 +2 +0.3%
Sims Investment Management
6115
Sims Investment Management
Ohio
$247K +$268K +663 New
BCGM Wealth Management
6116
BCGM Wealth Management
Indiana
$247K -$259K -640 -49%
Flagship Private Wealth
6117
Flagship Private Wealth
Massachusetts
$247K +$405 +1 +0.2%
FSR Wealth Management
6118
FSR Wealth Management
Illinois
$246K +$267K +660 New
Cedar Cove Wealth Partners
6119
Cedar Cove Wealth Partners
Minnesota
$245K +$20.6K +51 +8%
CSP Financial Group
6120
CSP Financial Group
Arizona
$245K +$266K +658 New
Viaable
6121
Viaable
Pennsylvania
$244K +$257K +634 New
LAMC
6122
Longview Asset Management (California)
California
$242K – – –
1 North Wealth Services
6123
1 North Wealth Services
Maryland
$242K -$6.07K -15 -2%
Schwallier Wealth Management
6124
Schwallier Wealth Management
Michigan
$241K -$12.5K -31 -5%
CWM
6125
Capital Wealth Management
Rhode Island
$241K +$4.45K +11 +2%