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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2551
CPA Asset Management
Florida
$231K
EGWAG
2552
Elwood & Goetz Wealth Advisory Group
Georgia
$231K
PIAS
2553
PCA Investment Advisory Services
Ohio
$230K +$10.7K +101 +5%
SC
2554
Summa Corp
Texas
$230K
CWG
2555
Crown Wealth Group
North Carolina
$230K +$2.86K +27 +1%
HAS
2556
HBW Advisory Services
California
$230K +$3.71K +35 +2%
BGAI
2557
Bruce G. Allen Investments
Colorado
$229K -$106 -1 -0%
PS
2558
Planned Solutions
California
$229K
WAG
2559
Windsor Advisory Group
Ohio
$229K -$6.79K -64 -3%
WMP
2560
Wealth Management Partners
Arizona
$229K
TC
2561
TradeLink Capital
Illinois
$229K +$233K +2,200 New
MCM
2562
Monument Capital Management
Virginia
$229K -$41.6K -392 -15%
GKWIM
2563
Gerber Kawasaki Wealth & Investment Management
California
$229K -$3.92K -37 -2%
PIFP
2564
Partners in Financial Planning
Virginia
$229K
BA
2565
Bristlecone Advisors
Washington
$228K -$27.9K -263 -11%
AIA
2566
Arbor Investment Advisors
North Carolina
$228K
MIC
2567
Meridian Investment Counsel
California
$227K -$40.1K -378 -15%
MA
2568
MJP Associates
Connecticut
$226K -$20.4K -192 -8%
BA
2569
Ballast Advisors
Minnesota
$226K +$5.09K +48 +2%
BB
2570
Bell Bank
North Dakota
$225K -$342K -3,229 -60%
BIA
2571
Barry Investment Advisors
Massachusetts
$224K +$106 +1 +0%
HCM
2572
Hilton Capital Management
New York
$224K
SI
2573
Saxon Interests
Texas
$224K -$71.6K -675 -24%
MPW
2574
MGO Private Wealth
California
$224K
MFC
2575
Morris Financial Concepts
South Carolina
$224K +$5.3K +50 +2%