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Name Holding Trade Value Shares
Change
Change in
Stake
EC
2701
EdgeRock Capital
Colorado
$263K +$243K +5,243 New
CSI
2702
Clark & Stuart Inc
Maine
$262K – – –
AFGAS
2703
Allegiance Financial Group Advisory Services
Virginia
$262K -$132K -2,851 -35%
AIA
2704
AIMZ Investment Advisors
California
$261K – – –
FWTB
2705
First Western Trust Bank
Colorado
$260K -$44.1K -951 -16%
SRC
2706
Sage Rhino Capital
California
$259K +$1.48K +32 +0.6%
ATFA
2707
All Terrain Financial Advisors
Minnesota
$259K -$14.6K -315 -6%
LWM
2708
LeConte Wealth Management
Tennessee
$259K -$5.84K -126 -2%
NCM
2709
Nelson Capital Management
California
$259K -$69.5K -1,500 -23%
CPG
2710
Cornerstone Planning Group
New Jersey
$259K +$50.4K +1,087 +25%
SFS
2711
Strategic Financial Services
New York
$259K – – –
EFG
2712
Ehrlich Financial Group
California
$258K +$4.91K +106 +2%
PCMK
2713
Paragon Capital Management (Kansas)
Kansas
$258K +$238K +5,141 New
IPW
2714
Intergy Private Wealth
Colorado
$257K +$238K +5,125 New
LW
2715
Lauer Wealth
Indiana
$257K -$17.7K -381 -7%
AWM
2716
Aberdeen Wealth Management
Illinois
$257K -$4.63K -100 -2%
SSA
2717
Sierra Summit Advisors
Nevada
$257K +$237K +5,112 New
RWA
2718
Redhawk Wealth Advisors
Minnesota
$257K +$237K +5,112 New
SCA
2719
Sandy Cove Advisors
Massachusetts
$256K +$236K +5,100 New
SIAG
2720
Signet Investment Advisory Group
Rhode Island
$256K – – –
Loomis, Sayles & Company
2721
Loomis, Sayles & Company
Massachusetts
$256K -$12K -258 -5%
APWM
2722
Argonautica Private Wealth Management
Massachusetts
$255K – – –
CFG
2723
CKW Financial Group
Hawaii
$255K -$3.48K -75 -1%
IMC
2724
Investment Management Corporation
Virginia
$255K +$235K +5,077 New
BAMG
2725
Brand Asset Management Group
Missouri
$254K -$21.1K -455 -8%