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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2651
BlackDiamond Wealth Management
New York
$310K +$17.5K +406 +5%
FAM
2652
Flaharty Asset Management
Florida
$309K -$14.6K -337 -4%
LFA
2653
Landmark Financial Advisors
Kentucky
$309K +$2.85K +66 +0.9%
BWM
2654
BigSur Wealth Management
Florida
$308K
GA
2655
Gateway Advisory
New Jersey
$308K +$43 +1 +0%
PW
2656
Peninsula Wealth
California
$308K +$146K +3,384 +81%
SLA
2657
Silver Lake Advisory
Utah
$307K +$325K +7,536 New
W
2658
WealthOne
New York
$307K +$42.2K +978 +15%
AWM
2659
Aprio Wealth Management
Georgia
$307K +$46.7K +1,082 +17%
LSA
2660
Lion Street Advisors
Texas
$306K +$44.4K +1,028 +16%
FA
2661
Financial Alternatives
California
$306K
TW
2662
Towerpoint Wealth
California
$305K +$74.5K +1,725 +30%
DI
2663
DAGCO Inc
Ohio
$305K -$87.9K -2,036 -21%
NJBEST
2664
New Jersey Better Educational Savings Trust
New Jersey
$304K
IWA
2665
Inspirion Wealth Advisors
Illinois
$303K -$16.9K -392 -5%
MCM
2666
Morton Capital Management
California
$302K +$10.7K +248 +3%
RC
2667
RBO & Co
California
$302K
PA
2668
Parkside Advisors
California
$302K +$1.51K +35 +0.5%
CFA
2669
Cahill Financial Advisors
Minnesota
$301K +$96.5K +2,235 +43%
AWM
2670
Arista Wealth Management
Nevada
$301K +$42.9K +993 +16%
AA
2671
Auxano Advisors
Washington
$301K +$27.8K +643 +10%
MC
2672
Miramar Capital
Illinois
$300K -$178K -4,127 -36%
LCM
2673
Liberty Capital Management
Michigan
$299K
HPCM
2674
Hunter Perkins Capital Management
Illinois
$299K -$14.3K -330 -4%
GC
2675
Garde Capital
Washington
$298K -$13K -302 -4%