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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2076
West Paces Advisors
Georgia
$247K -$2.9K -30 -1%
FAN
2077
Financial Advisors Network
California
$247K +$13.5K +140 +6%
WIM
2078
WealthPlan Investment Management
Nebraska
$247K +$60.3K +625 +29%
CIP
2079
Chartwell Investment Partners
Pennsylvania
$246K -$4.92M -50,966 -95%
EWM
2080
Evermay Wealth Management
Virginia
$246K +$39.9K +414 +19%
SW
2081
SlateStone Wealth
Florida
$246K +$255K +2,638 New
CWG
2082
Crown Wealth Group
North Carolina
$246K +$482 +5 +0.2%
FWM
2083
Fairhaven Wealth Management
Illinois
$245K -$579 -6 -0.2%
ORC
2084
O'Rourke & Company
Massachusetts
$245K +$253K +2,624 New
HFP
2085
Holistic Financial Partners
Indiana
$245K +$6.08K +63 +2%
KCM
2086
Kathmere Capital Management
Pennsylvania
$245K +$254K +2,628 New
NAMM
2087
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$9.65K -100 -4%
CWM
2088
CCG Wealth Management
California
$244K -$6.18K -64 -2%
MAM
2089
McLean Asset Management
Virginia
$244K -$1.54K -16 -0.6%
WP
2090
WealthPLAN Partners
Nebraska
$243K +$265K +2,749 New
CCG
2091
Chatham Capital Group
Georgia
$243K – – –
IAG
2092
Investment Advisory Group
Massachusetts
$242K +$96 +1 +0%
TCMP
2093
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K -$1.54K -16 -0.6%
ES
2094
ETF Store
Kansas
$240K +$1.06K +11 +0.4%
MC
2095
Maverick Capital
Texas
$240K +$248K +2,573 New
IA
2096
IFG Advisors
Missouri
$239K -$9.36K -97 -4%
OWP
2097
Obermeyer Wealth Partners
Colorado
$238K – – –
BCMO
2098
Buckingham Capital Management (Ohio)
Ohio
$237K -$1.16K -12 -0.5%
ICM
2099
Islay Capital Management
Texas
$237K – – –
LFA
2100
Laraway Financial Advisors
Minnesota
$237K +$965 +10 +0.4%
82 83
84
85 86