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ENI
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
251
True Wealth Design
Ohio
$20.6K -$214 -4 -0.9%
BFS
252
Bare Financial Services
Pennsylvania
$18.3K +$5.89K +110 +39%
BGAI
253
Bruce G. Allen Investments
Colorado
$17.6K +$1.13K +21 +6%
KG
254
Kilter Group
New York
$15.6K +$1.82K +34 +11%
BC
255
Barrett & Company
Rhode Island
$15.2K – – –
PB
256
Pinnacle Bancorp
Nebraska
$14.9K +$17.1K +319 New
MIP
257
Mondrian Investment Partners
United Kingdom
$14.5K +$4.45K +83 +37%
CIA
258
Cape Investment Advisory
Georgia
$14.1K +$16.1K +300 New
NFSG
259
Newbridge Financial Services Group
Florida
$13.8K -$5.04K -94 -24%
SWP
260
Strategic Wealth Partners
Ohio
$13.6K – – –
BWAM
261
Boyd Watterson Asset Management
Ohio
$12.1K – – –
TFA
262
Transamerica Financial Advisors
Florida
$11.6K +$857 +16 +7%
TCM
263
Triumph Capital Management
Colorado
$10.7K +$10.2K +190 +500%
FC
264
Financial Consulate
Maryland
$10.2K +$2.36K +44 +25%
MG
265
Mather Group
Illinois
$10.1K +$2.36K +44 +26%
TCM
266
TD Capital Management
Tennessee
$9.37K – – –
SWM
267
SHP Wealth Management
Massachusetts
$9.32K +$2.2K +41 +26%
CPG
268
Cornerstone Planning Group
New Jersey
$8.58K -$214 -4 -2%
WT
269
Whittier Trust
California
$8.51K +$429 +8 +5%
GKIM
270
GW&K Investment Management
Massachusetts
$8K -$857 -16 -8%
RWS
271
Retirement Wealth Solutions
Wisconsin
$7.26K -$1.77K -33 -18%
SIC
272
Salem Investment Counselors
North Carolina
$7.26K – – –
SEP
273
Signature Equity Partners
Ohio
$6.84K +$1.55K +29 +25%
EWP
274
Elevation Wealth Partners
California
$6.14K +$7.02K +131 New
SHIM
275
Stone House Investment Management
Pennsylvania
$6K -$4.93K -92 -42%
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