Name Holding Trade Value Shares
Change
Change in
Stake
WF
2576
Whelan Financial
California
$333K +$22.6K +99 +8%
WFS
2577
WealthGarden F.S.
California
$333K -$11.9K -52 -4%
C
2578
Covestor
United Kingdom
$331K -$90.5K -397 -24%
SC
2579
Sawyer & Company
Massachusetts
$331K – – –
YWS
2580
Yarger Wealth Strategies
Ohio
$330K +$288K +1,262 New
AFO
2581
Arrowroot Family Office
California
$330K -$23K -101 -7%
RMAM
2582
Raab & Moskowitz Asset Management
New Jersey
$330K +$24.2K +106 +9%
MAM
2583
Mystic Asset Management
Rhode Island
$330K – – –
NCFG
2584
New Century Financial Group
New Jersey
$329K +$287K +1,259 New
SL
2585
Salomon & Ludwin
Virginia
$329K -$12.5K -55 -4%
LCM
2586
LCM Capital Management
Illinois
$327K +$228 +1 +0.1%
CHP
2587
Cable Hill Partners
Oregon
$326K +$10.9K +48 +4%
TPW
2588
Tiller Private Wealth
Pennsylvania
$325K -$26.7K -117 -9%
FIC
2589
FCG Investment Company
Tennessee
$325K -$667K -2,923 -70%
LF
2590
Lee Financial
Texas
$325K +$283K +1,241 New
AMBIA
2591
Allen Mooney & Barnes Investment Advisors
Georgia
$324K -$116K -508 -29%
ATWA
2592
Arbor Trust Wealth Advisors
Michigan
$324K – – –
EC
2593
EntryPoint Capital
New York
$324K +$282K +1,237 New
WAG
2594
Wiser Advisor Group
Arizona
$323K -$34.2K -150 -11%
PCA
2595
Peddock Capital Advisors
Massachusetts
$323K -$228 -1 -0.1%
TA
2596
TruWealth Advisors
Louisiana
$323K +$1.37K +6 +0.5%
NFP
2597
Narus Financial Partners
Utah
$322K -$51.8K -227 -16%
SWM
2598
Sagace Wealth Management
Florida
$322K +$335K +1,470 New
APW
2599
Atlantic Private Wealth
North Carolina
$321K +$181K +795 +185%
FWM
2600
Fonville Wealth Management
Virginia
$320K -$97.6K -428 -26%