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Name Holding Trade Value Shares
Change
Change in
Stake
AA
3151
Alesco Advisors
New York
$324K -$56.3K -165 -15%
EA
3152
Echo45 Advisors
California
$324K -$45.7K -134 -12%
PCM
3153
Poehling Capital Management
Wisconsin
$323K – – –
LP
3154
LGL Partners
Pennsylvania
$323K -$109K -321 -25%
FA
3155
Fountainhead AM
New Jersey
$323K +$9.89K +29 +3%
CTWM
3156
Cherry Tree Wealth Management
Minnesota
$323K +$6.82K +20 +2%
MS
3157
Madden Securities
Texas
$323K – – –
LRWA
3158
Long Run Wealth Advisors
New York
$323K -$20.8K -61 -6%
MF
3159
Manchester Financial
California
$322K +$117K +343 +58%
CIC
3160
Chase Investment Counsel
Virginia
$321K -$339K -993 -52%
GCA
3161
Greenwood Capital Associates
South Carolina
$320K +$4.78K +14 +2%
IWA
3162
Inspirion Wealth Advisors
Illinois
$320K -$65.8K -193 -17%
LAM
3163
Lifestyle Asset Management
Texas
$319K -$19.1K -56 -6%
RA
3164
Riversedge Advisors
Delaware
$319K -$11.9K -35 -4%
FCIM
3165
Fairview Capital Investment Management
California
$319K -$150K -441 -32%
NCTC
3166
New Covenant Trust Company
Indiana
$318K -$139K -407 -32%
CFC
3167
Coyle Financial Counsel
Illinois
$317K – – –
AAM
3168
Augustine Asset Management
Florida
$316K -$4.78K -14 -2%
MWM
3169
Mascoma Wealth Management
New Hampshire
$316K – – –
AFGAS
3170
Allegiance Financial Group Advisory Services
Virginia
$316K – – –
CFGA
3171
Cambridge Financial Group (Arizona)
Arizona
$316K +$3.07K +9 +1%
RW
3172
REDW Wealth
New Mexico
$316K -$15.7K -46 -5%
LAM
3173
Lewis Asset Management
California
$316K +$63.4K +186 +25%
FPGK
3174
Financial Partners Group (Kansas)
Kansas
$315K -$28.7K -84 -8%
SCA
3175
Southern Capital Advisors
Tennessee
$315K -$15.3K -45 -5%