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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2076
Fortis Advisors
Pennsylvania
$340K – – –
PCTC
2077
Perkins Coie Trust Company
Washington
$339K -$1.3K -7 -0.5%
CA
2078
CV Advisors
Florida
$338K +$35.8K +193 +15%
EL
2079
EWA LLC
Pennsylvania
$336K +$12K +65 +5%
SFG
2080
Sunburst Financial Group
Alabama
$336K – – –
PCS
2081
Private Client Services
Kentucky
$335K +$24.1K +130 +10%
VC
2082
Veery Capital
Delaware
$334K +$2.96K +16 +1%
LAM
2083
Lifestyle Asset Management
Texas
$334K +$273K +1,473 New
SSWM
2084
Strait & Sound Wealth Management
California
$333K -$48K -259 -15%
CCM
2085
Cloud Capital Management
Washington
$332K +$5.74K +31 +2%
VCM
2086
Vivaldi Capital Management
Illinois
$331K +$35.2K +190 +15%
TS
2087
Tamar Securities
California
$330K +$270K +1,458 New
PWP
2088
Pursue Wealth Partners
California
$330K – – –
DJYG
2089
David J. Yvars Group
Florida
$330K +$270K +1,455 New
SL
2090
Sentinus LLC
Illinois
$329K -$68.2K -368 -20%
MSS
2091
Mitchell Sinkler & Starr
Pennsylvania
$329K +$269K +1,454 New
GWAG
2092
Garrett Wealth Advisory Group
Texas
$329K +$18.5K +100 +7%
CCG
2093
Chatham Capital Group
Georgia
$328K – – –
CAC
2094
Certified Advisory Corp
Florida
$328K -$15.9K -86 -6%
PIN
2095
Prudent Investors Network
California
$328K -$98.6K -532 -27%
SL
2096
Sentry LLC
Tennessee
$325K +$18.5K +100 +7%
LSIA
2097
LaSalle St. Investment Advisors
Illinois
$324K -$51.7K -279 -16%
MAM
2098
Mystic Asset Management
Rhode Island
$323K – – –
RL
2099
Retireful LLC
Michigan
$322K +$263K +1,422 New
AFAS
2100
Acorn Financial Advisory Services
Virginia
$322K +$263K +1,422 New