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Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
1726
Silver Oak Advisory Group
Oregon
$376K +$106K +1,032 +35%
WA
1727
Wealth Architects
California
$374K -$2.57K -25 -0.6%
DWA
1728
Delap Wealth Advisory
Oregon
$374K +$172K +1,669 +74%
TCM
1729
Tributary Capital Management
Nebraska
$373K
LWAM
1730
Legacy Wealth Asset Management
Minnesota
$373K +$94.9K +923 +31%
SC
1731
Sonen Capital
California
$372K +$74.8K +727 +23%
GSIS
1732
Global Strategic Investment Solutions
Arizona
$372K -$1.75K -17 -0.4%
WIM
1733
Westside Investment Management
California
$371K -$9.05K -88 -2%
DFA
1734
DHJJ Financial Advisors
Illinois
$370K -$4.11K -40 -1%
CA
1735
Cornerstone Advisory
Maryland
$368K +$14.8K +144 +4%
LA
1736
Lakeside Advisors
Washington
$368K
FNFDCM
1737
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K +$65.8K +640 +20%
MIM
1738
Moseley Investment Management
Florida
$368K +$5.45K +53 +1%
ACM
1739
Arcataur Capital Management
Wisconsin
$368K
TFA
1740
TPG Financial Advisors
Oregon
$368K
I
1741
InceptionR
California
$367K -$209K -2,029 -35%
RPWA
1742
Regent Peak Wealth Advisors
Georgia
$363K +$152K +1,473 +63%
WFAG
1743
Worth Financial Advisory Group
North Carolina
$362K -$108K -1,047 -22%
KLCM
1744
KG&L Capital Management
Louisiana
$361K -$7K -68 -2%
UBV
1745
United Bank (Virginia)
Virginia
$359K -$514 -5 -0.1%
MC
1746
Merlin Capital
Rhode Island
$358K +$61.3K +596 +19%
AWA
1747
Aaron Wealth Advisors
Illinois
$358K -$27.1K -263 -7%
GWANC
1748
Guardian Wealth Advisors (North Carolina)
North Carolina
$358K -$617 -6 -0.2%
TWM
1749
TMD Wealth Management
Arizona
$357K +$206 +2 +0.1%
ERIM
1750
Eagle Ridge Investment Management
Connecticut
$356K -$8.54K -83 -2%