Name Holding Trade Value Shares
Change
Change in
Stake
EWM
4976
Echo Wealth Management
Minnesota
$336K -$58.3K -463 -18%
AFA
4977
Avant Financial Advisors
Texas
$336K -$75.5K -600 -22%
ODFS
4978
O'Donnell Financial Services
California
$336K -$4.78K -38 -2%
CCM
4979
Check Capital Management
California
$335K – – –
BFA
4980
Buttonwood Financial Advisors
Maryland
$333K -$2.14K -17 -0.8%
EFG
4981
Erickson Financial Group
Pennsylvania
$333K +$1.26K +10 +0.5%
SSW
4982
Stone Summit Wealth
Florida
$332K +$265K +2,103 New
OC
4983
OxenFree Capital
Florida
$332K – – –
PPA
4984
Painted Porch Advisors
California
$331K -$92.4K -734 -26%
BIM
4985
Bullseye Investment Management
Ohio
$329K – – –
CA
4986
Cortland Associates
Missouri
$328K -$3.77K -30 -1%
HA
4987
Hamel Associates
New Jersey
$328K +$261K +2,073 New
WAM
4988
WFA Asset Management
Wisconsin
$327K +$314K +2,495 +1,631%
5SA
4989
5th Street Advisors
Connecticut
$327K -$126K -1,005 -33%
FA
4990
FC Advisory
Pennsylvania
$326K – – –
MM
4991
Meridian Management
Arkansas
$326K -$43.3K -344 -16%
WFA
4992
Websterrogers Financial Advisors
South Carolina
$326K +$3.02K +24 +1%
SDJVC
4993
St. Denis J. Villere & Co
Louisiana
$325K – – –
MFN
4994
Midwest Financial Network
Illinois
$325K +$259K +2,056 New
SAMC
4995
Spectrum Asset Management (California)
California
$324K -$104K -823 -29%
SCA
4996
Stuart Chaussee & Associates
California
$323K – – –
BAM
4997
Blueshift Asset Management
New Jersey
$323K -$168K -1,333 -39%
BSTWA
4998
Blake Schutter Theil Wealth Advisors
Ohio
$322K -$9.19K -73 -3%
DC
4999
Dahring Cusmano
Michigan
$321K +$4.91K +39 +2%
VWWMG
5000
Vermillion & White Wealth Management Group
Pennsylvania
$321K +$137K +1,089 +115%