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Name Holding Trade Value Shares
Change
Change in
Stake
VFP
1801
Verus Financial Partners
Virginia
$227K -$204K -1,406 -48%
GIP
1802
Greatmark Investment Partners
Georgia
$227K
RWA
1803
RGT Wealth Advisors
Texas
$227K +$8.29K +57 +4%
VCM
1804
Versant Capital Management
Arizona
$227K +$25.4K +175 +13%
GGI
1805
Godsey & Gibb Inc
Virginia
$226K
CG
1806
Corundum Group
Colorado
$226K +$145 +1 +0.1%
PFA
1807
Pathway Financial Advisors
Vermont
$226K +$224K +1,538 New
SCP
1808
Syntal Capital Partners
Texas
$225K +$223K +1,536 New
ACA
1809
Anchor Capital Advisors
Massachusetts
$224K -$12.5K -86 -5%
AWM
1810
Altium Wealth Management
New York
$224K +$222K +1,530 New
BPM
1811
Bowling Portfolio Management
Ohio
$223K -$12.7K -87 -5%
DWA
1812
Divergent Wealth Advisors
Utah
$223K +$221K +1,521 New
EIG
1813
Ellenbecker Investment Group
Wisconsin
$223K +$221K +1,521 New
NCM
1814
Northside Capital Management
Oregon
$223K +$221K +1,521 New
WPW
1815
Waldron Private Wealth
Pennsylvania
$223K +$222K +1,525 New
PAA
1816
Peregrine Asset Advisers
Oregon
$222K -$9.02K -62 -4%
MAM
1817
Morse Asset Management
Connecticut
$222K
LD
1818
Lipe & Dalton
New York
$221K -$2.42M -16,620 -92%
EDRIA
1819
Edmonds Duncan Registered Investment Advisors
Kansas
$221K
MOS
1820
MGO One Seven
Ohio
$221K +$219K +1,508 New
NEPPG
1821
New England Professional Planning Group
Rhode Island
$220K +$208K +1,430 New
AWA
1822
Alaska Wealth Advisors
Alaska
$220K +$219K +1,505 New
FCIM
1823
Fairview Capital Investment Management
California
$218K
FC
1824
FCA Corp
Texas
$217K
RW
1825
REDW Wealth
New Mexico
$217K