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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
2551
Adamsbrown Wealth Consultants
Kansas
$245K +$3.08K +210 +1%
MLA
2552
My Legacy Advisors
Oregon
$245K +$170K +11,610 New
IF
2553
Integrity Financial
Wyoming
$245K -$1.47K -100 -0.6%
Crawford Investment Counsel
2554
Crawford Investment Counsel
Georgia
$245K -$75.4K -5,140 -23%
GSIS
2555
Global Strategic Investment Solutions
Arizona
$245K +$245K +16,730 New
BA
2556
Bridge Advisory
California
$244K -$16.3K -1,110 -6%
LA
2557
Latitude Advisors
Florida
$244K -$15.3K -1,040 -6%
FC
2558
Financial Council
Maryland
$244K – – –
Merriman Wealth Management
2559
Merriman Wealth Management
Washington
$243K -$91.2K -6,220 -27%
ECM
2560
Elgethun Capital Management
South Dakota
$243K – – –
IWP
2561
Insight Wealth Partners
Texas
$243K -$880 -60 -0.4%
RWA
2562
Rooted Wealth Advisors
Illinois
$243K +$244K +16,660 New
SIAG
2563
Safeguard Investment Advisory Group
California
$243K +$243K +16,590 New
PP
2564
Pegasus Partners
Wisconsin
$242K +$243K +16,590 New
JF
2565
JSF Financial
California
$242K -$5.57K -380 -2%
KCM
2566
KLK Capital Management
California
$242K -$839K -57,190 -78%
Apella Capital
2567
Apella Capital
Connecticut
$241K +$242K +16,500 New
F
2568
F3Logic
Minnesota
$241K +$241K +16,460 New
GBS
2569
Gallagher Benefit Services
Illinois
$241K +$241K +16,460 New
PWA
2570
Phoenix Wealth Advisors
North Carolina
$241K -$47.8K -3,260 -17%
FNT
2571
First Nebraska Trust
Nebraska
$240K +$241K +16,440 New
BWM
2572
BlackDiamond Wealth Management
New York
$240K +$221K +15,090 New
HAG
2573
HF Advisory Group
Maryland
$240K +$241K +16,400 New
RI
2574
Ridgewood Investments
New Jersey
$240K +$240K +16,390 New
GD
2575
Grandfield & Dodd
New York
$240K +$240K +16,390 New