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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2501
Wisconsin Capital Management
Wisconsin
$220K +$207K +2,000 New
CPSC
2502
Carl P. Sherr & Co
Massachusetts
$219K +$207K +1,996 New
SIC
2503
SJS Investment Consulting
Ohio
$219K -$7.35K -71 -3%
SWM
2504
Shakespeare Wealth Management
Wisconsin
$219K +$206K +1,992 New
ANB
2505
Amarillo National Bank
Texas
$218K +$206K +1,990 New
WGAM
2506
Wilkinson Global Asset Management
New York
$217K +$205K +1,981 New
PAIM
2507
Punch & Associates Investment Management
Minnesota
$217K +$205K +1,979 New
WFAG
2508
Worth Financial Advisory Group
North Carolina
$216K +$204K +1,971 New
BFC
2509
Bedel Financial Consulting
Indiana
$216K +$204K +1,969 New
LT
2510
Legacy Trust
Michigan
$216K +$204K +1,969 New
SWM
2511
Shelton Wealth Management
Texas
$216K +$204K +1,967 New
VI
2512
Versor Investments
New York
$216K -$932K -9,005 -82%
CGFA
2513
Colton Groome Financial Advisors
North Carolina
$216K -$82.8K -800 -29%
GA
2514
Greytown Advisors
Florida
$215K +$203K +1,957 New
VFPI
2515
Vantage Financial Partners (Illinois)
Illinois
$214K -$23.8K -230 -11%
PWM
2516
Paulson Wealth Management
Illinois
$214K +$202K +1,948 New
PFG
2517
Pinnacle Financial Group
Illinois
$214K +$202K +1,947 New
CGH
2518
CMG Global Holdings
Texas
$213K +$201K +1,944 New
CA
2519
Crewe Advisors
Utah
$213K -$14.4K -139 -7%
LF
2520
LifeSteps Financial
California
$213K +$201K +1,941 New
GPFA
2521
Game Plan Financial Advisors
Ohio
$212K +$200K +1,934 New
BCM
2522
BTC Capital Management
Iowa
$212K +$200K +1,927 New
RCA
2523
Riverview Capital Advisers
Massachusetts
$211K +$199K +1,925 New
BWM
2524
Biltmore Wealth Management
Arizona
$211K +$199K +1,920 New
FPTW
2525
Franklin, Parlapiano, Turner & Welch
Texas
$211K +$199K +1,918 New