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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
2876
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.2M -$1.48M -5,678 -14%
AA
2877
Alesco Advisors
New York
$9.2M +$1.5M +5,774 +19%
IFPG
2878
Intrepid Financial Planning Group
Indiana
$9.19M -$236K -907 -2%
M
2879
MATAURO
New York
$9.19M -$512K -1,967 -5%
SC
2880
Schubert & Co
Texas
$9.19M -$79.4K -305 -0.8%
TFA
2881
Trinity Financial Advisors
Ohio
$9.17M -$256K -985 -3%
EWA
2882
Eagle Wealth Advisors
Connecticut
$9.17M -$1.21M -4,631 -11%
CCC
2883
Compass Capital Corp
Massachusetts
$9.15M +$128K +493 +2%
HP
2884
Hilltop Partners
Indiana
$9.14M +$366K +1,407 +4%
MC
2885
Matisse Capital
Oregon
$9.14M -$182K -699 -2%
RDFA
2886
Ritter Daniher Financial Advisory
Ohio
$9.13M -$38K -146 -0.4%
Betterment LLC
2887
Betterment LLC
New York
$9.12M +$872K +3,352 +10%
MA
2888
McBroom & Associates
Nevada
$9.11M -$700K -2,689 -7%
BFA
2889
Beacon Financial Advisory
Ohio
$9.11M +$220K +845 +2%
LF
2890
Lantz Financial
Illinois
$9.1M +$416K +1,599 +5%
CPC
2891
Congress Park Capital
New York
$9.1M +$2.6K +10 +0%
LFS
2892
Lighthouse Financial Services
California
$9.09M -$388K -1,489 -4%
EMAM
2893
Encompass More Asset Management
California
$9.09M +$3.33M +12,785 +56%
NF
2894
Napier Financial
Massachusetts
$9.09M -$1.2M -4,597 -11%
PIMG
2895
Patriot Investment Management Group
Tennessee
$9.08M -$385K -1,479 -4%
ABLA
2896
Alan B. Lancz & Associates
Ohio
$9.07M -$964K -3,705 -9%
FIA
2897
FPC Investment Advisory
California
$9.07M -$458K -1,758 -5%
BC
2898
Brio Consultants
California
$9.07M -$205K -788 -2%
HBWM
2899
Hollow Brook Wealth Management
New York
$9.06M -$318K -1,220 -3%
SOAMC
2900
Spirit of America Management Corp
New York
$9.06M -$26K -100 -0.3%