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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1926
Fi3 Financial Advisors
Indiana
$242K +$5.26K +15 +2%
ECM
1927
Elgethun Capital Management
South Dakota
$241K
TCOK
1928
Trust Company of Kansas
Kansas
$240K -$351 -1 -0.1%
AWM
1929
Aprio Wealth Management
Georgia
$239K +$13.7K +39 +6%
CTB
1930
Country Trust Bank
Illinois
$239K
CIAS
1931
CBIZ Investment Advisory Services
Ohio
$239K -$73.7K -210 -23%
SPWM
1932
Schrum Private Wealth Management
Florida
$238K -$169K -482 -40%
FUBT
1933
First United Bank & Trust
Maryland
$238K
CPA
1934
Capital Performance Advisors
California
$238K +$44.6K +127 +22%
IIM
1935
Ironwood Investment Management
Massachusetts
$238K
SIS
1936
Sound Income Strategies
Florida
$237K +$6.32K +18 +3%
FRM
1937
Fox Run Management
Connecticut
$237K -$408K -1,162 -62%
LMKC
1938
L.M. Kohn & Company
Ohio
$237K +$3.16K +9 +1%
WCWM
1939
Willow Creek Wealth Management
California
$236K
HC
1940
Headland Capital
South Carolina
$234K +$248K +706 New
SP
1941
Saranac Partners
$234K -$89.5K -255 -27%
FFM
1942
Flagstone Financial Management
Nebraska
$234K
KCPG
1943
Kavar Capital Partners Group
Kansas
$233K
CIAS
1944
CFS Investment Advisory Services
New Jersey
$233K -$3.16K -9 -1%
DTL
1945
Dynamic Technology Lab
Singapore
$233K +$246K +702 New
FFA
1946
First Foundation Advisors
California
$232K
JCM
1947
Jacobsen Capital Management
Utah
$232K +$351 +1 +0.1%
GIA
1948
GHP Investment Advisors
Colorado
$230K
BWM
1949
Bosman Wealth Management
California
$230K +$244K +694 New
CPP
1950
Capasso Planning Partners
South Carolina
$230K -$5.26K -15 -2%