Name Holding Trade Value Shares
Change
Change in
Stake
CPL
2101
CAP Partners LLC
Tennessee
$464K +$2.55K +13 +0.6%
MWM
2102
Mindset Wealth Management
Indiana
$464K +$412K +2,100 New
RWM
2103
Revisor Wealth Management
Ohio
$463K -$30.8K -157 -7%
RC
2104
Roundview Capital
New Jersey
$462K +$32.2K +164 +9%
Cohen & Steers
2105
Cohen & Steers
New York
$461K -$2.55K -13 -0.6%
CST
2106
Charles Schwab Trust
Nevada
$461K -$2.16M -11,010 -84%
AIP
2107
Almanack Investment Partners
Pennsylvania
$460K +$19K +97 +5%
HP
2108
Holistic Planning
Texas
$460K +$408K +2,080 New
MCWA
2109
Meadow Creek Wealth Advisors
Georgia
$459K +$114K +582 +39%
AWMG
2110
Alliance Wealth Management Group
New Jersey
$459K +$196 +1 +0%
SGI
2111
Summit Global Investments
Utah
$459K -$196 -1 -0%
MWM
2112
Marietta Wealth Management
Georgia
$459K – – –
TAM
2113
Tealwood Asset Management
Minnesota
$457K -$11.2K -57 -3%
NFP
2114
Narus Financial Partners
Utah
$456K +$15.1K +77 +4%
RZH
2115
Relyea Zuckerberg Hanson
Connecticut
$455K +$45.5K +232 +13%
CCC
2116
Chelsea Counsel Company
California
$454K – – –
SC
2117
Sepio Capital
Utah
$454K +$2.75K +14 +0.7%
CCFCSB
2118
Cape Cod Five Cents Savings Bank
Massachusetts
$454K -$33.3K -170 -8%
O3W
2119
Omni 360 Wealth
New Jersey
$453K – – –
AIA
2120
Alera Investment Advisors
Illinois
$453K +$60K +306 +18%
EIG
2121
Ellenbecker Investment Group
Wisconsin
$453K +$9.02K +46 +2%
KAM
2122
KEB Asset Management
Illinois
$453K +$39.8K +203 +11%
MIG
2123
McGuire Investment Group
Rhode Island
$453K +$2.35K +12 +0.6%
SRB
2124
Shotwell Rutter Baer
Michigan
$452K – – –
PSB
2125
Passumpsic Savings Bank
Vermont
$452K +$14.5K +74 +4%