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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2076
Elm Advisors
California
$377K -$42.6K -150 -9%
WCA
2077
Westover Capital Advisors
Delaware
$377K – – –
WAAG
2078
Wealth Alliance Advisory Group
Kansas
$372K +$39.4K +139 +11%
LAI
2079
Legal Advantage Investments
California
$371K -$21.3K -75 -5%
SCM
2080
Southport Capital Management
Tennessee
$370K -$65K -229 -14%
Boston Partners
2081
Boston Partners
Massachusetts
$370K – – –
FFA
2082
Fragasso Financial Advisors
Pennsylvania
$369K +$78K +275 +24%
WW
2083
Westshore Wealth
California
$368K -$228K -805 -36%
BSAM
2084
Blue Square Asset Management
New York
$367K – – –
GWS
2085
Glassman Wealth Services
Virginia
$367K +$36.6K +129 +10%
SRC
2086
Sage Rhino Capital
California
$366K -$98.2K -346 -20%
CFA
2087
Capstone Financial Advisors
Illinois
$366K – – –
MPPLM
2088
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$366K +$5.96K +21 +2%
HAIM
2089
Hunter Associates Investment Management
Pennsylvania
$364K -$397K -1,400 -50%
MP
2090
McDonald Partners
Ohio
$364K +$46.2K +163 +13%
IIC
2091
Integrated Investment Consultants
Michigan
$364K +$133K +468 +50%
IWA
2092
IBEX Wealth Advisors
New Jersey
$359K -$1.25M -4,394 -76%
FFS
2093
Founders Financial Securities
Maryland
$359K -$95.6K -337 -20%
EFG
2094
Everhart Financial Group
Ohio
$359K +$86.3K +304 +28%
WPC
2095
Waters Parkerson & Co
Louisiana
$358K – – –
LSA
2096
Lion Street Advisors
Texas
$358K +$390K +1,373 New
BBW
2097
Blue Barn Wealth
Utah
$358K +$390K +1,375 New
AWG
2098
Altus Wealth Group
Colorado
$356K +$17K +60 +5%
KFA
2099
Kelleher Financial Advisors
New York
$356K +$183K +645 +89%
SAS
2100
Stelac Advisory Services
New York
$355K -$806K -2,840 -68%