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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
2701
All Terrain Financial Advisors
Minnesota
$259K -$14.6K -315 -6%
LWM
2702
LeConte Wealth Management
Tennessee
$259K -$5.84K -126 -2%
NCM
2703
Nelson Capital Management
California
$259K -$69.5K -1,500 -23%
CPG
2704
Cornerstone Planning Group
New Jersey
$259K +$50.4K +1,087 +25%
SFS
2705
Strategic Financial Services
New York
$259K
EFG
2706
Ehrlich Financial Group
California
$258K +$4.91K +106 +2%
PCMK
2707
Paragon Capital Management (Kansas)
Kansas
$258K +$238K +5,141 New
IPW
2708
Intergy Private Wealth
Colorado
$257K +$238K +5,125 New
LW
2709
Lauer Wealth
Indiana
$257K -$17.7K -381 -7%
AWM
2710
Aberdeen Wealth Management
Illinois
$257K -$4.63K -100 -2%
SSA
2711
Sierra Summit Advisors
Nevada
$257K +$237K +5,112 New
RWA
2712
Redhawk Wealth Advisors
Minnesota
$257K +$237K +5,112 New
SCA
2713
Sandy Cove Advisors
Massachusetts
$256K +$236K +5,100 New
SIAG
2714
Signet Investment Advisory Group
Rhode Island
$256K
Loomis, Sayles & Company
2715
Loomis, Sayles & Company
Massachusetts
$256K -$12K -258 -5%
APWM
2716
Argonautica Private Wealth Management
Massachusetts
$255K
CFG
2717
CKW Financial Group
Hawaii
$255K -$3.48K -75 -1%
IMC
2718
Investment Management Corporation
Virginia
$255K +$235K +5,077 New
BAMG
2719
Brand Asset Management Group
Missouri
$254K -$21.1K -455 -8%
RWA
2720
River Wealth Advisors
Pennsylvania
$253K -$16.2K -349 -6%
WLPWM
2721
Walled Lake Planning & Wealth Management
Illinois
$253K +$234K +5,046 New
HIF
2722
Hill Island Financial
Michigan
$253K +$234K +5,040 New
EIG
2723
Ellenbecker Investment Group
Wisconsin
$253K +$233K +5,036 New
SWIM
2724
Smallwood Wealth Investment Management
New Jersey
$252K
MWM
2725
Melfa Wealth Management
Massachusetts
$252K -$9.41K -203 -4%