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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2501
Cook Wealth
North Carolina
$258K +$254K +1,988 New
JIC
2502
Joel Isaacson & Co
New York
$256K -$28.4K -222 -11%
LWP
2503
Legacy Wealth Planning
Nevada
$256K -$7.04K -55 -3%
AWC
2504
Abundance Wealth Counselors
Pennsylvania
$256K +$233K +1,817 New
SIC
2505
SJS Investment Consulting
Ohio
$255K +$232K +1,813 New
CTI
2506
Community Trust & Investment
Kentucky
$254K -$7.55K -59 -3%
TAM
2507
Townsend Asset Management
North Carolina
$253K
LA
2508
Legacy Advisors
Pennsylvania
$253K +$7.3K +57 +3%
JSA
2509
Jacobson & Schmitt Advisors
Wisconsin
$253K +$230K +1,800 New
Connor, Clark & Lunn Investment Management (CC&L)
2510
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$252K -$30.3M -236,804 -99%
DAC
2511
Dividend Assets Capital
South Carolina
$251K
BI
2512
Blooom Inc
Kansas
$251K +$2.56K +20 +1%
KM
2513
Kalos Management
Georgia
$251K +$21.2K +166 +9%
SSC
2514
Syverson Strege & Co
Iowa
$250K -$3.2K -25 -1%
VBFP
2515
Valtinson Bruner Financial Planning
Minnesota
$250K +$15K +117 +7%
KTA
2516
Keeley-Teton Advisors
Illinois
$249K
ABLA
2517
Alan B. Lancz & Associates
Ohio
$249K +$227K +1,772 New
TCMP
2518
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K -$365K -2,850 -62%
SWM
2519
Sugarloaf Wealth Management
Georgia
$248K
TCWA
2520
Ten Capital Wealth Advisors
Washington
$247K
XWM
2521
Xcel Wealth Management
Florida
$247K +$225K +1,757 New
CWM
2522
Chronos Wealth Management
Florida
$246K
GFPC
2523
Global Financial Private Client
Florida
$246K +$128 +1 +0.1%
WIC
2524
Whitegate Investment Counselors
New Hampshire
$245K -$4.09M -31,933 -95%
TA
2525
Trellis Advisors
Washington
$245K