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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2226
Taurus Asset Management
New York
$336K
OWA
2227
Outlook Wealth Advisors
Texas
$336K +$50.8K +1,259 +19%
HCM
2228
Hall Capital Management
Rhode Island
$334K -$25K -619 -7%
EIP
2229
Ellis Investment Partners
Pennsylvania
$333K -$4.36K -108 -1%
MAG
2230
Mayfair Advisory Group
Alabama
$332K +$5.93K +147 +2%
MJRIC
2231
Mogy Joel R Investment Counsel
California
$332K
MA
2232
Mezzasalma Advisors
New Jersey
$331K -$256K -6,339 -45%
RFG
2233
RFP Financial Group
Georgia
$331K +$32.5K +806 +11%
WAG
2234
Wiser Advisor Group
Arizona
$331K +$2.22K +55 +0.7%
TWM
2235
Triton Wealth Management
Arizona
$330K -$4.6K -114 -1%
LFA
2236
Laraway Financial Advisors
Minnesota
$330K -$7.66K -190 -2%
GFG
2237
Goldstone Financial Group
Illinois
$330K +$11K +273 +4%
CPW
2238
Cove Private Wealth
New York
$330K
EWA
2239
ERTS Wealth Advisors
Michigan
$329K -$46.6K -1,156 -13%
MLL
2240
Moody Lynn & Lieberson
Massachusetts
$329K
MPCG
2241
Matrix Private Capital Group
New York
$328K +$726 +18 +0.2%
NB
2242
Nicolet Bankshares
Wisconsin
$327K -$7.66K -190 -2%
MWM
2243
Merriman Wealth Management
Washington
$327K +$1.98K +49 +0.6%
CC
2244
Constitution Capital
Connecticut
$327K -$32.9K -815 -9%
JC
2245
Jentner Corp
Ohio
$327K +$847 +21 +0.3%
CFA
2246
Capstone Financial Advisors
Illinois
$327K +$26.3K +653 +9%
EFL
2247
ERn Financial LLC
Wisconsin
$327K +$21.3K +528 +7%
CPA
2248
Clear Point Advisors
New York
$326K +$4.07K +101 +1%
ECM
2249
Exchange Capital Management
Michigan
$326K +$2.22K +55 +0.7%
BDFN
2250
Bond & Devick Financial Network
Minnesota
$325K -$81.4K -2,019 -21%