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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1776
4J Wealth Management
Virginia
$306K -$5K -28 -2%
SI
1777
Seeds Investor
New York
$306K +$38.4K +215 +13%
BFC
1778
Bedel Financial Consulting
Indiana
$306K +$10.7K +60 +4%
PA
1779
PFW Advisors
Georgia
$306K +$327K +1,832 New
FOFP
1780
Fee-Only Financial Planning
South Carolina
$305K – – –
SSWG
1781
Seven Springs Wealth Group
Tennessee
$305K – – –
CP
1782
Camelot Portfolios
Ohio
$304K – – –
DE
1783
Diversified Enterprises
Delaware
$304K +$25K +140 +8%
TA
1784
TFB Advisors
Kansas
$304K +$26.6K +149 +9%
GEA
1785
Glen Eagle Advisors
New Jersey
$304K +$107K +600 +49%
LIA
1786
LS Investment Advisors
Michigan
$304K – – –
Donaldson Capital Management
1787
Donaldson Capital Management
Indiana
$304K -$7.14K -40 -2%
TNBTD
1788
Trustmark National Bank Trust Department
Mississippi
$303K -$10.7K -60 -3%
Vaughan David Investments
1789
Vaughan David Investments
Illinois
$302K – – –
LF
1790
LifeSteps Financial
California
$301K – – –
MSWMA
1791
Market Street Wealth Management Advisors
Indiana
$301K +$322K +1,802 New
CFM
1792
Catalyst Funds Management
Australia
$300K -$1.18M -6,600 -79%
MFC
1793
Morris Financial Concepts
South Carolina
$300K – – –
SWP
1794
Strategic Wealth Partners
Ohio
$298K +$17.1K +96 +7%
CWM
1795
Centurion Wealth Management
Virginia
$297K -$3.39K -19 -1%
IFPG
1796
Intrepid Financial Planning Group
Indiana
$297K – – –
RCP
1797
Rothschild Capital Partners
New York
$297K +$318K +1,780 New
PCFFS
1798
Pacific Center for Financial Services
California
$297K +$357 +2 +0.1%
Edmond de Rothschild Holding
1799
Edmond de Rothschild Holding
Switzerland
$297K +$250K +1,403 +374%
HFBOT
1800
Home Federal Bank of Tennessee
Tennessee
$296K – – –