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Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
2901
NorthStar Asset Management (Massachusetts)
Massachusetts
$212K +$207K +906 New
JWM
2902
Jeppson Wealth Management
California
$211K +$207K +905 New
CFC
2903
Coyle Financial Counsel
Illinois
$210K -$251K -1,100 -55%
STC
2904
Sarah T. Connolly
$210K +$206K +900 New
WA
2905
Wealthstar Advisors
Texas
$209K +$203K +886 New
BA
2906
Bridge Advisory
California
$208K +$203K +888 New
AIA
2907
Alera Investment Advisors
Illinois
$207K +$221K +965 New
MIM
2908
Marco Investment Management
Georgia
$204K +$199K +872 New
RGC
2909
Roberts, Glore & Co
Illinois
$204K +$200K +874 New
RPG
2910
Resource Planning Group
Georgia
$203K +$199K +869 New
CA
2911
Cumberland Advisors
Florida
$203K +$199K +870 New
OBWG
2912
Onyx Bridge Wealth Group
New York
$200K +$184K +807 New
LI
2913
Lafayette Investments
Maryland
$200K +$196K +856 New
OEP
2914
Ocean Endowment Partners
Illinois
$198K +$21K +92 +8%
EAM
2915
Eukles Asset Management
Ohio
$197K +$150K +658 +360%
COCM
2916
Charter Oak Capital Management
New Hampshire
$195K
AA
2917
Addison Advisors
Vermont
$193K +$189K +825 New
HIM
2918
Hillsdale Investment Management
Ontario, Canada
$192K -$20.6K -90 -10%
FWM
2919
Focused Wealth Management
New York
$190K -$95.8K -419 -34%
BMD
2920
Better Money Decisions
New Mexico
$189K +$229 +1 +0.1%
GWMIA
2921
Global Wealth Management Investment Advisory
Florida
$188K -$1.14K -5 -0.6%
TLFA
2922
True Link Financial Advisors
California
$188K +$26.5K +116 +17%
Q
2923
QVR
California
$188K +$148K +649 +416%
LSV Asset Management
2924
LSV Asset Management
Illinois
$187K -$1.37M -6,000 -88%
PCA
2925
Providence Capital Advisors
North Carolina
$183K -$5.71K -25 -3%