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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2476
Jessup Wealth Management
Ohio
$227K +$214K +2,067 New
AF
2477
Apexium Financial
Texas
$227K -$70.6K -682 -25%
NRI
2478
NFP Retirement Inc
California
$227K -$414 -4 -0.2%
FA
2479
Fiducient Advisors
Illinois
$226K +$213K +2,060 New
CICI
2480
Capital Investment Counsel Inc
North Carolina
$226K +$213K +2,056 New
PIA
2481
Perennial Investment Advisors
California
$226K +$213K +2,054 New
I
2482
INVST
Indiana
$226K -$5.9K -57 -3%
BBW
2483
Blue Barn Wealth
Utah
$225K -$59.2K -572 -22%
GWM
2484
Gray Wealth Management
Maine
$225K -$3.52K -34 -2%
MAP
2485
Milestone Advisory Partners
North Carolina
$225K +$212K +2,050 New
GSAM
2486
Grant Street Asset Management
Pennsylvania
$225K +$212K +2,047 New
BIG
2487
Builder Investment Group
Georgia
$223K +$211K +2,033 New
TIP
2488
Torray Investment Partners
Maryland
$223K +$210K +2,030 New
WCFA
2489
Walkner Condon Financial Advisors
Wisconsin
$222K +$209K +2,021 New
ODIJL
2490
One Day In July LLC
Vermont
$222K +$209K +2,019 New
RWA
2491
Redmont Wealth Advisors
Illinois
$221K +$209K +2,014 New
PFM
2492
Phillips Financial Management
Indiana
$221K +$208K +2,013 New
LD
2493
Lipe & Dalton
New York
$221K -$31.1K -300 -13%
AWA
2494
Acorn Wealth Advisors
Michigan
$221K +$208K +2,010 New
I2I
2495
Insight 2811 Inc
Illinois
$221K +$208K +2,012 New
MFA
2496
Morling Financial Advisors
California
$221K +$208K +2,012 New
TFA
2497
Trinity Financial Advisors
Ohio
$221K -$33.3K -322 -14%
HWA
2498
Hilltop Wealth Advisors
North Carolina
$220K +$208K +2,005 New
EGWAG
2499
Elwood & Goetz Wealth Advisory Group
Georgia
$220K +$207K +2,000 New
MIM
2500
Merrion Investment Management
New Jersey
$220K +$207K +2,000 New