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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2476
Wiser Advisor Group
Arizona
$254K -$76K -1,822 -24%
PWMG
2477
Private Wealth Management Group
New Jersey
$254K +$626 +15 +0.3%
CBT
2478
Central Bank & Trust
Kentucky
$253K – – –
FA
2479
Fermata Advisors
California
$253K +$10.1K +243 +5%
DIM
2480
DLK Investment Management
California
$252K +$2.21K +53 +1%
LCM
2481
Leisure Capital Management
California
$252K -$5.97K -143 -2%
BF
2482
Blankinship & Foster
California
$251K – – –
EMAM
2483
Encompass More Asset Management
California
$251K +$233K +5,591 New
AFS
2484
AFG Fiduciary Services
Massachusetts
$251K +$584 +14 +0.2%
FWP
2485
Firethorn Wealth Partners
Georgia
$250K -$9.31K -223 -4%
FPGK
2486
Financial Partners Group (Kansas)
Kansas
$250K +$8.72K +209 +4%
PS
2487
Planned Solutions
California
$250K – – –
AWM
2488
Avaii Wealth Management
Wisconsin
$250K -$45.6K -1,092 -16%
CCG
2489
Chatham Capital Group
Georgia
$250K +$21.9K +525 +10%
FMN
2490
Financial Management Network
California
$249K -$5.01K -120 -2%
SSA
2491
Sierra Summit Advisors
Nevada
$249K -$25.5K -612 -10%
BOS
2492
Bank of Stockton
California
$248K -$43.4K -1,041 -16%
WCM
2493
Windsor Capital Management
Arizona
$248K +$230K +5,514 New
CIS
2494
Custom Index Systems
New York
$247K -$98.9K -2,370 -30%
Dodge & Cox
2495
Dodge & Cox
California
$247K – – –
OWA
2496
Opal Wealth Advisors
New York
$247K +$92.2K +2,209 +67%
CWM
2497
Campbell Wealth Management
Virginia
$246K -$15.2K -365 -6%
AA
2498
Addison Advisors
Vermont
$246K +$3.25K +78 +1%
MME
2499
Meag Munich Ergo
Germany
$245K +$42.7K +1,024 +23%
SFS
2500
Summit Financial Strategies
Ohio
$245K +$20.1K +482 +10%