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Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
2076
McElhenny Sheffield Capital Management
Texas
$385K +$18.8K +707 +5%
EAM
2077
Evanson Asset Management
California
$384K +$17.4K +652 +5%
CFFP
2078
Center for Financial Planning
Michigan
$384K -$28.7K -1,078 -7%
FWA
2079
Flagship Wealth Advisors
Massachusetts
$384K +$40.5K +1,520 +11%
RDFA
2080
Ritter Daniher Financial Advisory
Ohio
$384K – – –
WAG
2081
Winthrop Advisory Group
Massachusetts
$383K -$40.9K -1,538 -10%
CapitalatWork SA
2082
CapitalatWork SA
$383K – – –
CAM
2083
Clark Asset Management
New Hampshire
$383K -$2.4K -90 -0.7%
CHJWM
2084
Carlton Hofferkamp & Jenks Wealth Management
Texas
$381K -$25.1K -943 -6%
GS
2085
GWN Securities
Florida
$381K -$35.9K -1,349 -9%
FAT
2086
First American Trust
California
$381K +$25.1K +941 +7%
AU
2087
AlphaGrep UK
$380K +$361K +13,541 New
SIA
2088
SGL Investment Advisors
Montana
$380K +$4.95K +186 +1%
BF
2089
bLong Financial
Tennessee
$380K +$5.33K +200 +2%
FPW
2090
Flywheel Private Wealth
California
$380K – – –
PAG
2091
Powers Advisory Group
Illinois
$379K +$3.09K +116 +0.9%
RA
2092
Range Advisory
Virginia
$379K +$359K +13,499 New
AFW
2093
Atlantic Family Wealth
Florida
$379K +$6.66K +250 +2%
NIA
2094
NIA Impact Advisors
California
$378K -$78.7K -2,955 -18%
SSC
2095
Syverson Strege & Co
Iowa
$378K -$16.2K -608 -4%
CW
2096
Channel Wealth
California
$378K -$21.9K -822 -6%
CPSAC
2097
Chas P. Smith & Associates (CPS)
Florida
$377K -$70.6K -2,652 -16%
UWP
2098
Uniting Wealth Partners
Kansas
$377K -$8.47K -318 -2%
KWM
2099
Keebeck Wealth Management
Illinois
$377K +$118K +4,445 +50%
CIA
2100
Cape Investment Advisory
Georgia
$376K -$6.1K -229 -2%