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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1676
Fragasso Financial Advisors
Pennsylvania
$227K +$15.6K +15 +8%
WCM
1677
Whitener Capital Management
North Carolina
$227K +$221K +212 New
BPWM
1678
Badgley Phelps Wealth Managers
Washington
$226K +$220K +211 New
CCM
1679
CFO Capital Management
Connecticut
$226K +$220K +211 New
BFG
1680
Beto Financial Group
Idaho
$225K +$163K +156 New
CVM
1681
Cheviot Value Management
California
$225K – – –
CPG
1682
Cornerstone Planning Group
New Jersey
$225K +$11.5K +11 +7%
TGIA
1683
Torrey Growth & Income Advisors
California
$225K – – –
WAU
1684
Wellington-Altus USA
Manitoba, Canada
$225K +$219K +210 New
NWM
1685
Nolet Wealth Management
Texas
$224K +$219K +210 New
CWP
1686
Cyndeo Wealth Partners
Florida
$224K -$4M -3,835 -95%
EHC
1687
Everett Harris & Co
California
$224K – – –
GBT
1688
Grove Bank & Trust
Florida
$224K +$4.17K +4 +2%
AIA
1689
AssuredPartners Investment Advisors
Florida
$224K +$218K +209 New
EA
1690
Everpar Advisors
Oklahoma
$223K -$3.13K -3 -1%
TC
1691
TFR Capital
Texas
$223K – – –
HWMO
1692
Heritage Wealth Management (Ohio)
Ohio
$221K -$2.09K -2 -1%
NCG
1693
Newport Capital Group
New Jersey
$221K +$216K +207 New
BCM
1694
Boltwood Capital Management
California
$219K +$214K +205 New
DAM
1695
Directional Asset Management
Illinois
$219K +$214K +205 New
CAL
1696
Capital Advisors Ltd
Ohio
$219K – – –
RFS
1697
Richardson Financial Services
Massachusetts
$219K +$30.3K +29 +17%
OCM
1698
Osbon Capital Management
Massachusetts
$218K +$213K +204 New
LWM
1699
Liberty Wealth Management
California
$218K +$213K +204 New
MKA
1700
M. Kulyk & Associates
Georgia
$217K -$8.35K -8 -4%