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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1951
Windsor Capital Management
Arizona
$257K -$24.7K -197 -9%
TA
1952
TFG Advisers
Michigan
$257K -$7.78K -62 -3%
AIM
1953
Aspen Investment Management
Michigan
$256K -$15.7K -125 -6%
AWM
1954
Axxcess Wealth Management
California
$256K +$240K +1,914 New
BWA
1955
Blodgett Wealth Advisors
California
$256K +$241K +1,918 New
PFA
1956
Pathway Financial Advisors
Vermont
$256K +$241K +1,920 New
KOC
1957
Koss-Olinger Consulting
Florida
$255K -$51.4K -410 -18%
FM
1958
Family Management
New York
$255K -$11K -88 -4%
FA
1959
Faithward Advisors
Pennsylvania
$255K +$12.2K +97 +5%
CBT
1960
Central Bank & Trust
Kentucky
$255K +$80.9K +645 +51%
FIA
1961
Foundations Investment Advisors
Arizona
$255K +$240K +1,911 New
SMG
1962
Spectrum Management Group
Indiana
$254K -$24.6K -196 -9%
BOM
1963
Bank of Marin
California
$254K -$10.9K -87 -4%
DFG
1964
Demars Financial Group
Washington
$254K -$3.89K -31 -2%
PCI
1965
Planning Center Inc
Illinois
$254K +$232K +1,847 New
MHR
1966
Matthew Hamilton Rosenberg
$253K -$24.8K -198 -9%
VFP
1967
Verus Financial Partners
Virginia
$253K -$14.8K -118 -6%
RPA
1968
Rock Point Advisors
Vermont
$253K -$12.2K -97 -5%
SFG
1969
Sovereign Financial Group
Connecticut
$253K +$28K +223 +13%
HSWM
1970
Hubbell Strickland Wealth Management
Louisiana
$252K -$10.9K -87 -4%
CT
1971
Columbia Trust
Oregon
$252K -$10.5K -84 -4%
TI
1972
Truepoint Inc
Ohio
$252K +$2.26K +18 +1%
HWM
1973
Horizon Wealth Management
Illinois
$252K +$237K +1,888 New
SEP
1974
Southland Equity Partners
Missouri
$252K +$46.8K +373 +25%
GTAM
1975
Global Trust Asset Management
Florida
$251K -$1.63K -13 -0.7%