Name Holding Trade Value Shares
Change
Change in
Stake
ZF
2551
Zhang Financial
Michigan
$207K +$9.17K +74 +4%
TA
2552
Trellis Advisors
Washington
$206K +$124 +1 +0.1%
TAM
2553
Townsend Asset Management
North Carolina
$205K -$7.93K -64 -4%
CBOR
2554
Community Bank of Raymore
Missouri
$205K – – –
EIM
2555
Essex Investment Management
Massachusetts
$205K – – –
SWM
2556
Shakespeare Wealth Management
Wisconsin
$205K +$1.86K +15 +0.9%
RCG
2557
Rock Creek Group
District of Columbia
$203K -$37.6K -303 -15%
BEAM
2558
Baker Ellis Asset Management
Washington
$203K – – –
DAM
2559
Doheny Asset Management
California
$203K – – –
OCM
2560
Osterweis Capital Management
California
$203K – – –
TLFA
2561
True Link Financial Advisors
California
$203K – – –
FM
2562
Family Management
New York
$202K +$5.21K +42 +3%
KWA
2563
Kellett Wealth Advisors
Ohio
$202K +$31K +250 +17%
HW
2564
Hamilton Wealth
California
$202K +$211K +1,705 New
AA
2565
Altman Advisors
Illinois
$201K – – –
EWP
2566
Engrave Wealth Partners
Texas
$201K +$9.92K +80 +5%
BFG
2567
Baron Financial Group
New Jersey
$201K – – –
CAL
2568
Capital Advisors Ltd
Ohio
$200K -$135K -1,090 -39%
AWA
2569
Acorn Wealth Advisors
Michigan
$200K -$124 -1 -0.1%
LWA
2570
Lineweaver Wealth Advisors
Ohio
$200K +$372 +3 +0.2%
TPA
2571
Trivium Point Advisory
Connecticut
$200K +$12.1K +98 +6%
LFG
2572
Larson Financial Group
Missouri
$196K +$124 +1 +0.1%
SWM
2573
Selective Wealth Management
Virginia
$192K +$18.3K +148 +10%
NC
2574
NewSquare Capital
Pennsylvania
$191K -$32.1K -259 -14%
ME
2575
McIlrath & Eck
Washington
$189K -$3.1K -25 -2%