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Name Holding Trade Value Shares
Change
Change in
Stake
I
2526
INVST
Indiana
$253K +$5.7K +52 +2%
EGWAG
2527
Elwood & Goetz Wealth Advisory Group
Georgia
$253K – – –
ORC
2528
O'Rourke & Company
Massachusetts
$253K -$9.32K -85 -4%
PIAS
2529
PCA Investment Advisory Services
Ohio
$253K +$110 +1 +0%
OP
2530
ORG Partners
Indiana
$253K -$4.21M -38,343 -95%
SC
2531
Summa Corp
Texas
$252K – – –
BWP
2532
Bernardo Wealth Planning
Pennsylvania
$252K +$4.06K +37 +2%
MA
2533
MJP Associates
Connecticut
$252K +$3.07K +28 +1%
WMP
2534
Wealth Management Partners
Arizona
$251K – – –
BSTWA
2535
Blake Schutter Theil Wealth Advisors
Ohio
$251K +$242K +2,204 New
PCMC
2536
Private Capital Management (Colorado)
Colorado
$251K -$48.3K -440 -17%
AIA
2537
Arbor Investment Advisors
North Carolina
$250K – – –
WFA
2538
Wellspring Financial Advisors
Ohio
$250K -$59K -538 -20%
BB
2539
Bell Bank
North Dakota
$250K +$2.63K +24 +1%
MSA
2540
Marino Stram & Associates
Massachusetts
$249K +$3.29K +30 +1%
MIC
2541
Meridian Investment Counsel
California
$249K – – –
CWG
2542
Crown Wealth Group
North Carolina
$249K -$3.29K -30 -1%
PA
2543
Parkside Advisors
California
$247K +$238K +2,170 New
TI
2544
Truepoint Inc
Ohio
$247K -$54.5K -497 -19%
HCM
2545
Hilton Capital Management
New York
$246K – – –
WG
2546
Wealth Group
North Carolina
$245K -$110 -1 -0%
CAM
2547
Concorde Asset Management
Michigan
$245K -$14.4K -131 -6%
BIA
2548
Barry Investment Advisors
Massachusetts
$245K -$1.65K -15 -0.7%
TPA
2549
Trivium Point Advisory
Connecticut
$244K +$232K +2,112 New
CBT
2550
CoreFirst Bank & Trust
Kansas
$244K – – –