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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
2226
Wolff Financial Management
Michigan
$529K
WCF
2227
West Coast Financial
California
$529K -$66.5K -1,333 -11%
BTIM
2228
BancFirst Trust & Investment Management
Oklahoma
$529K
CAGAS
2229
Capital Advisory Group Advisory Services
Minnesota
$528K +$265K +5,311 +101%
CA
2230
Continuum Advisory
Idaho
$528K -$598K -11,993 -52%
NQWM
2231
Northwest Quadrant Wealth Management
Oregon
$527K -$32K -641 -6%
OL
2232
OneFund LLC
Florida
$527K -$8.63K -173 -2%
SAM
2233
S.A. Mason
Michigan
$525K
MWPCG
2234
Measured Wealth Private Client Group
New Hampshire
$525K -$190K -3,802 -27%
WF
2235
WoodTrust Financial
Wisconsin
$523K +$11.2K +225 +2%
FCFC
2236
First Citizens Financial Corp
Iowa
$522K -$5.89K -118 -1%
IWA
2237
Invera Wealth Advisors
Oregon
$522K -$12.7K -255 -2%
SAM
2238
Seelaus Asset Management
New Jersey
$522K -$2.5K -50 -0.5%
VFA
2239
Voya Financial Advisors
Connecticut
$521K -$15.1K -303 -3%
SFB
2240
STAR Financial Bank
Indiana
$521K -$12.5K -250 -2%
EIA
2241
Edgemoor Investment Advisors
Maryland
$521K +$3.34K +67 +0.6%
PBO
2242
Peoples Bank (Ohio)
Ohio
$519K -$20.5K -410 -4%
AA
2243
Alta Advisers
United Kingdom
$519K
Members Trust
2244
Members Trust
Florida
$519K +$21.2K +425 +4%
LA
2245
Lakeside Advisors
Washington
$518K +$249 +5 +0%
DOA
2246
D'Orazio & Associates
Virginia
$518K -$73.8K -1,479 -12%
FPCP
2247
Fort Point Capital Partners
California
$517K
OFG
2248
Oxford Financial Group
Indiana
$515K -$3.24K -65 -0.6%
BFA
2249
Beaumont Financial Advisors
Massachusetts
$511K -$17.8K -357 -3%
VH
2250
Visionary Horizons
Tennessee
$510K +$64.2K +1,286 +14%