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Name Holding Trade Value Shares
Change
Change in
Stake
I
1026
IMPACTfolio
Colorado
$240K -$2.06K -12 -0.9%
FCAG
1027
First Capital Advisors Group
New Jersey
$240K -$13.9K -81 -6%
TW
1028
Transform Wealth
Colorado
$237K +$344 +2 +0.2%
IA
1029
Insight Advisors
Pennsylvania
$236K -$26.8K -156 -11%
TA
1030
TKG Advisors
Indiana
$235K +$217K +1,258 New
RIG
1031
Renaissance Investment Group
Massachusetts
$235K -$10.3K -60 -5%
CFA
1032
CWS Financial Advisors
Michigan
$234K +$215K +1,252 New
BDFN
1033
Bond & Devick Financial Network
Minnesota
$234K – – –
AP
1034
Arlington Partners
Alabama
$233K +$74K +430 +53%
CM
1035
Capital Management
Virginia
$232K – – –
T
1036
TOBAM
France
$232K +$152K +884 +246%
LC
1037
LCNB Corp
Ohio
$231K +$213K +1,239 New
FAG
1038
Fortitude Advisory Group
Washington
$231K +$344 +2 +0.2%
ET
1039
Equitable Trust
Tennessee
$231K – – –
EWM
1040
Evermay Wealth Management
Virginia
$230K – – –
PL
1041
Plancorp LLC
Missouri
$226K +$208K +1,210 New
AWC
1042
Adamsbrown Wealth Consultants
Kansas
$226K – – –
EAM
1043
Empirical Asset Management
Massachusetts
$225K +$208K +1,208 New
HC
1044
Hamilton Capital
Ohio
$225K +$207K +1,203 New
KFA
1045
Kapstone Financial Advisors
Ohio
$224K – – –
PL
1046
Parthenon LLC
Kentucky
$224K +$207K +1,201 New
NRS
1047
Neville Rodie & Shaw
New York
$223K +$205K +1,192 New
EP
1048
Eudaimonia Partners
Tennessee
$223K +$205K +1,192 New
SMA
1049
Sage Mountain Advisors
Georgia
$222K +$205K +1,189 New
BFP
1050
Beacon Financial Planning
Massachusetts
$220K +$203K +1,178 New