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Name Holding Trade Value Shares
Change
Change in
Stake
IDA
2751
Intelligence Driven Advisers
California
$235K +$713 +2 +0.3%
CC
2752
Capital Counsel
New York
$234K – – –
HCRE
2753
Hoya Capital Real Estate
Connecticut
$234K – – –
MEG
2754
Millstone Evans Group
Colorado
$234K – – –
NFP
2755
Narus Financial Partners
Utah
$234K – – –
TWM
2756
Trueblood Wealth Management
Ohio
$234K +$237K +666 New
VIP
2757
Vista Investment Partners
Oklahoma
$234K +$713 +2 +0.3%
4WM
2758
49 Wealth Management
Texas
$233K -$193K -542 -45%
DI
2759
DAGCO Inc
Ohio
$233K – – –
BM
2760
Berman McAleer
Maryland
$233K -$3.56K -10 -1%
SAM
2761
Smith Asset Management
Florida
$233K – – –
FDP
2762
Financiere des Professionnels
Quebec, Canada
$232K +$235K +660 New
SFS
2763
Security Financial Services
Indiana
$232K -$294K -825 -56%
IP
2764
Investment Partners
Ohio
$232K +$9.63K +27 +4%
SIC
2765
SJS Investment Consulting
Ohio
$232K -$35.6K -100 -13%
PHS
2766
Pekin Hardy Strauss
Illinois
$232K – – –
BBPWM
2767
Blue Bell Private Wealth Management
Pennsylvania
$231K +$356 +1 +0.2%
PCP
2768
Panoramic Capital Partners
Oregon
$231K -$2.5K -7 -1%
FFA
2769
Florida Financial Advisors
Florida
$231K +$234K +656 New
FDDB
2770
Fidelity D&D Bancorp
Pennsylvania
$231K +$10.3K +29 +5%
SWRP
2771
Summit Wealth & Retirement Planning
California
$231K -$57K -160 -20%
BEW
2772
Burton Enright Welch
California
$231K -$42.4K -119 -15%
VPP
2773
Vertex Planning Partners
Illinois
$231K -$1.78K -5 -0.8%
BWP
2774
Bernardo Wealth Planning
Pennsylvania
$231K +$5.35K +15 +2%
RFN
2775
Redwood Financial Network
Ohio
$229K -$15.7K -44 -6%