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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
3051
Financial Synergies Wealth Advisors
Texas
$218K +$3.02K +49 +1%
FWI
3052
Facet Wealth Inc
Maryland
$218K -$15.7K -255 -6%
BSI
3053
Bennett Selby Investments
Maine
$217K -$17.5K -285 -7%
BWM
3054
Birchcreek Wealth Management
Ohio
$217K +$2.52K +41 +1%
MFS
3055
McNamara Financial Services
Massachusetts
$216K +$215K +3,500 New
CTC
3056
Cetera Trust Company
Minnesota
$216K – – –
KWA
3057
Kellett Wealth Advisors
Ohio
$215K – – –
CAM
3058
CenterStar Asset Management
Illinois
$215K +$214K +3,477 New
CS
3059
Capital Square
Tennessee
$215K +$616 +10 +0.3%
WQ
3060
Wealth Quarterback
New Jersey
$214K -$42.3K -687 -17%
FB
3061
Finward Bancorp
Indiana
$214K – – –
PIA
3062
Pollock Investment Advisors
Michigan
$214K – – –
AFS
3063
Axiom Financial Strategies
Indiana
$214K -$1.78K -29 -0.8%
SSW
3064
Smith Shellnut Wilson
Mississippi
$213K – – –
HA
3065
HFG Advisors
Ohio
$213K – – –
GWM
3066
Gitterman Wealth Management
New Jersey
$212K – – –
FPF
3067
First Pacific Financial
Washington
$212K +$2.34K +38 +1%
FA
3068
FSA Advisors
Michigan
$212K +$211K +3,433 New
AT
3069
Avalon Trust
New Mexico
$212K +$10.9K +177 +5%
C
3070
Covestor
United Kingdom
$211K -$11.2K -182 -5%
LC
3071
Landaas & Company
Wisconsin
$211K +$185 +3 +0.1%
FC
3072
Fulcrum Capital
Washington
$210K +$210K +3,410 New
RIM
3073
RW Investment Management
Idaho
$210K – – –
SHJ
3074
Sharkey, Howes & Javer
Colorado
$210K -$16.3K -265 -7%
BDL
3075
Bey-Douglas LLC
Georgia
$210K +$209K +3,396 New