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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
2151
Blue Chip Wealth Management
Florida
$214K +$200K +1,968 New
CHJWM
2152
Carlton Hofferkamp & Jenks Wealth Management
Texas
$213K +$191K +1,887 New
FPIS
2153
Financial Planning & Information Services
Wisconsin
$213K +$199K +1,957 New
BFA
2154
Beacon Financial Advisory
Ohio
$213K +$199K +1,965 New
ME
2155
McIlrath & Eck
Washington
$212K +$2.54K +25 +1%
FFG
2156
Frisch Financial Group
New York
$212K +$198K +1,952 New
AFS
2157
Axiom Financial Strategies
Indiana
$211K +$197K +1,941 New
HPIA
2158
Hamilton Point Investment Advisors
North Carolina
$210K +$196K +1,933 New
Verition Fund Management
2159
Verition Fund Management
Connecticut
$210K +$196K +1,934 New
PIM
2160
Progressive Investment Management
Oregon
$209K +$195K +1,918 New
FPTW
2161
Franklin, Parlapiano, Turner & Welch
Texas
$209K +$195K +1,919 New
CFA
2162
Cahill Financial Advisors
Minnesota
$208K +$193K +1,907 New
LSC
2163
Lesa Sroufe & Co
Washington
$208K +$194K +1,912 New
IF
2164
Intrua Financial
Texas
$207K -$82.5K -813 -31%
WIA
2165
World Investment Advisors
California
$207K +$193K +1,900 New
LWM
2166
Laidlaw Wealth Management
New York
$206K +$192K +1,897 New
GCAC
2167
Guardian Capital Advisors (Canada)
Ontario, Canada
$205K +$193K +1,900 New
CWM
2168
CCG Wealth Management
California
$204K -$34K -335 -15%
CAM
2169
Costello Asset Management
Pennsylvania
$202K +$59.3K +585 +46%
BWM
2170
BigSur Wealth Management
Florida
$201K +$187K +1,844 New
MPM
2171
Meritage Portfolio Management
Kansas
$201K +$187K +1,846 New
RP
2172
Rowlandmiller & Partners
Georgia
$200K – – –
T
2173
TOBAM
France
$200K +$186K +1,835 New
M
2174
MOTCO
Texas
$195K +$35.9K +354 +25%
APWM
2175
Atlas Private Wealth Management
New York
$194K -$95.6K -942 -35%