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Name Holding Trade Value Shares
Change
Change in
Stake
OFA
4101
Oak Family Advisors
Illinois
$527K -$11.8K -100 -2%
FAM
4102
Family Asset Management
South Carolina
$527K +$14.9K +126 +3%
EFA
4103
Edge Financial Advisors
Illinois
$525K +$3.54K +30 +0.7%
BF
4104
Blankinship & Foster
California
$525K -$91K -770 -15%
CWM
4105
Cadence Wealth Management
Massachusetts
$524K +$945 +8 +0.2%
KAM
4106
KEB Asset Management
Illinois
$523K +$176K +1,494 +53%
KFP
4107
Keener Financial Planning
Texas
$523K – – –
HFAS
4108
Hummer Financial Advisory Services
Illinois
$522K +$507K +4,295 New
FFG
4109
Foundry Financial Group
New Hampshire
$521K +$28.2K +239 +6%
FFWM
4110
Future Financial Wealth Management
Ohio
$521K +$22.3K +189 +5%
PWM
4111
Provident Wealth Management
Tennessee
$520K +$75.8K +642 +18%
FWA
4112
FSC Wealth Advisors
New York
$516K +$11.8K +100 +2%
BFS
4113
Burkett Financial Services
South Carolina
$516K +$2.36K +20 +0.5%
EWA
4114
Elevate Wealth Advisory
Georgia
$515K +$3.19K +27 +0.6%
PP
4115
PFS Partners
New Jersey
$515K -$79.4K -672 -14%
HIA
4116
HTG Investment Advisors
Connecticut
$514K -$31.8K -269 -6%
Causeway Capital Management
4117
Causeway Capital Management
California
$514K +$126K +1,063 +34%
1WM
4118
1900 Wealth Management
Texas
$514K – – –
MPCA
4119
Madison Park Capital Advisors
Washington
$514K +$11.8K +100 +2%
LI
4120
Louisbourg Investments
New Brunswick, Canada
$509K +$10.9K +92 +2%
TT
4121
TI-Trust
Illinois
$509K – – –
AIA
4122
Allied Investment Advisors
Montana
$509K +$187K +1,585 +61%
MKW
4123
Mullaney, Keating & Wright
Connecticut
$508K +$8.98K +76 +2%
LFP
4124
Lakeshore Financial Planning
Michigan
$506K +$14.9K +126 +3%
ASFA
4125
All Season Financial Advisors
Colorado
$501K -$10K -85 -2%