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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2201
Private Ocean
California
$293K
WFA
2202
WestHill Financial Advisors
California
$293K +$118 +1 +0%
NJBEST
2203
New Jersey Better Educational Savings Trust
New Jersey
$291K -$213K -1,800 -43%
LD
2204
Lipe & Dalton
New York
$291K
EIG
2205
Ellenbecker Investment Group
Wisconsin
$290K +$474 +4 +0.2%
BFG
2206
Berger Financial Group
Minnesota
$289K -$25.1K -212 -8%
OL
2207
Optas LLC
Texas
$289K +$12.2K +103 +4%
HHAM
2208
HITE Hedge Asset Management
Massachusetts
$288K
LIA
2209
LBMC Investment Advisors
Tennessee
$288K
1WA
2210
180 Wealth Advisors
Washington
$287K -$13.6K -115 -4%
CFS
2211
CRA Financial Services
New Jersey
$287K -$6.75K -57 -2%
PI
2212
Parkside Investments
Illinois
$287K
TWM
2213
Tolleson Wealth Management
Texas
$287K
BFA
2214
Beacon Financial Advisory
Ohio
$286K -$3.67K -31 -1%
SHJ
2215
Sharkey, Howes & Javer
Colorado
$286K
OFS
2216
Oldfather Financial Services
Nebraska
$286K +$355 +3 +0.1%
RWI
2217
Red Wave Investments
Pennsylvania
$285K +$6.28K +53 +2%
SMA
2218
Sage Mountain Advisors
Georgia
$284K +$280K +2,367 New
GTCM
2219
Gyon Technologies Capital Management
New Jersey
$284K +$281K +2,368 New
HWM
2220
Hemington Wealth Management
Virginia
$283K -$104K -876 -27%
CYG
2221
Clean Yield Group
Vermont
$283K
SWIG
2222
Strategic Wealth Investment Group
Kentucky
$283K +$4.26K +36 +2%
SEIA
2223
Signature Estate & Investment Advisors
California
$283K +$8.77K +74 +3%
CCB
2224
Cutter & Co Brokerage
Missouri
$282K -$11.7K -99 -4%
FC
2225
Ferris Capital
Massachusetts
$282K