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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2526
Phillips Financial Management
Indiana
$215K -$1.74K -6 -0.8%
GIM
2527
Guild Investment Management
California
$215K – – –
MCM
2528
Monarch Capital Management
Indiana
$214K – – –
SIC
2529
SJS Investment Consulting
Ohio
$214K +$213K +734 +2,936%
SA
2530
Shilanski & Associates
Alaska
$214K +$2.03K +7 +0.9%
TAM
2531
Tucker Asset Management
Colorado
$214K +$580 +2 +0.3%
LAM
2532
Lakewood Asset Management
Illinois
$214K +$290 +1 +0.1%
PCA
2533
Peddock Capital Advisors
Massachusetts
$213K – – –
CWA
2534
Consilio Wealth Advisors
Washington
$213K -$13.3K -46 -6%
EPW
2535
Evergreen Private Wealth
Colorado
$213K – – –
LOIP
2536
Live Oak Investment Partners
Texas
$212K +$218K +753 New
CF
2537
Claris Financial
Virginia
$212K -$2.32K -8 -1%
OAS
2538
Optivise Advisory Services
Tennessee
$212K -$45.2K -156 -17%
GG
2539
Greenwood Gearhart
Arkansas
$212K – – –
TIA
2540
Tandem Investment Advisors
South Carolina
$212K – – –
WIC
2541
Wilkins Investment Counsel
Massachusetts
$212K – – –
B
2542
Birchbrook
Maine
$212K – – –
DMC
2543
Drexel Morgan & Co
Pennsylvania
$212K – – –
PCTC
2544
Perkins Coie Trust Company
Washington
$212K – – –
PCA
2545
Purkiss Capital Advisors
Connecticut
$211K – – –
RC
2546
Roundview Capital
New Jersey
$211K +$217K +748 New
KFS
2547
Kelly Financial Services
Massachusetts
$211K +$217K +748 New
PCM
2548
Penserra Capital Management
California
$211K +$4.64K +16 +2%
JHCP
2549
Jackson Hole Capital Partners
Oklahoma
$211K – – –
SL
2550
Summitry LLC
California
$211K +$217K +747 New