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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2051
Trek Financial
Arizona
$361K -$175K -6,617 -34%
W
2052
WealthOne
New York
$361K -$13K -489 -4%
GLA
2053
Great Lakes Advisors
Illinois
$360K -$2.41M -90,905 -88%
RIS
2054
Retirement Income Solutions
Michigan
$360K +$97.1K +3,664 +41%
WA
2055
Wealth Architects
California
$359K -$21.3K -805 -6%
BFA
2056
Brendel Financial Advisors
New Hampshire
$359K +$14K +529 +4%
DCM
2057
Driehaus Capital Management
Illinois
$359K +$333K +12,553 New
PD
2058
Planning Directions
Pennsylvania
$358K -$100K -3,784 -23%
UCI
2059
Uncommon Cents Investing
Wisconsin
$358K
WC
2060
Weil Company
California
$357K
SWAG
2061
Spectrum Wealth Advisory Group
California
$356K -$108K -4,081 -25%
RW
2062
REDW Wealth
New Mexico
$355K -$121K -4,551 -27%
WAS
2063
Winch Advisory Services
Wisconsin
$355K -$2.91K -110 -0.9%
TWM
2064
Titus Wealth Management
California
$352K +$15.2K +575 +5%
FBA
2065
Front Barnett Associates
Illinois
$351K -$4.93K -186 -1%
GJIC
2066
Gamble Jones Investment Counsel
California
$350K -$2.57K -97 -0.8%
FPB
2067
First PREMIER Bank
South Dakota
$350K +$14.6K +550 +5%
HA
2068
Harborview Advisors
Maine
$348K +$874 +33 +0.3%
BSA
2069
Bull Street Advisors
Georgia
$348K +$323K +12,191 New
Aristotle Capital Management
2070
Aristotle Capital Management
California
$347K +$5.62K +212 +2%
AC
2071
Avestar Capital
New York
$345K +$203K +7,666 +175%
EIA
2072
Eldridge Investment Advisors
New Hampshire
$344K +$159 +6 +0%
HFP
2073
Holistic Financial Partners
Indiana
$343K -$244K -9,195 -43%
MIH
2074
Meitav Investment House
Israel
$342K -$114K -4,312 -26%
LFA
2075
Legacy Financial Advisors
Kentucky
$342K -$7.5K -283 -2%