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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
2276
E Fund Management
China
$475K +$1.88K +36 +0.4%
TWI
2277
Thomas White International
Illinois
$474K – – –
EP
2278
EPIQ Partners
Minnesota
$474K +$48.9K +938 +11%
WAG
2279
Winthrop Advisory Group
Massachusetts
$473K +$48.8K +935 +11%
IAG
2280
Investmark Advisory Group
Connecticut
$473K +$476K +9,119 New
GD
2281
Grandfield & Dodd
New York
$470K -$22.4K -429 -5%
TCOK
2282
Trust Company of Kansas
Kansas
$470K -$17.6K -337 -4%
PWAG
2283
Polaris Wealth Advisory Group
California
$470K – – –
RC
2284
Reik & Co
New York
$469K – – –
CG
2285
Corundum Group
Colorado
$469K +$78.6K +1,507 +20%
NEWAS
2286
N.E.W. Advisory Services
Wisconsin
$469K +$104K +2,002 +28%
WB
2287
West Bancorporation
Iowa
$469K +$471K +9,033 New
CF
2288
Corrigan Financial
Rhode Island
$468K +$45.9K +879 +11%
PMA
2289
Prudent Man Advisors
Illinois
$468K -$85K -1,629 -15%
MAM
2290
Morse Asset Management
Connecticut
$468K -$4.17K -80 -0.9%
RWRC
2291
R.W. Roge & Company
New York
$468K +$242K +4,638 +111%
LF
2292
LifeSteps Financial
California
$467K -$68.5K -1,313 -13%
WF
2293
Wayfinding Financial
Washington
$467K +$476K +9,131 New
AO
2294
Advisor OS
Illinois
$466K +$46.4K +890 +11%
KWS
2295
Keystone Wealth Services
California
$466K +$468K +8,961 New
DW
2296
Domani Wealth
Pennsylvania
$465K +$30.1K +576 +7%
VCM
2297
Vigilant Capital Management
Maine
$465K +$429K +8,215 +1,119%
MF
2298
Montis Financial
Massachusetts
$464K +$258K +4,953 +124%
ME
2299
McIlrath & Eck
Washington
$463K +$50.6K +969 +12%
AWA
2300
Acorn Wealth Advisors
Michigan
$462K -$46.8K -897 -9%