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Name Holding Trade Value Shares
Change
Change in
Stake
RC
2101
Roundview Capital
New Jersey
$462K +$32.2K +164 +9%
Cohen & Steers
2102
Cohen & Steers
New York
$461K -$2.55K -13 -0.6%
CST
2103
Charles Schwab Trust
Nevada
$461K -$2.16M -11,010 -84%
AIP
2104
Almanack Investment Partners
Pennsylvania
$460K +$19K +97 +5%
HP
2105
Holistic Planning
Texas
$460K +$408K +2,080 New
MCWA
2106
Meadow Creek Wealth Advisors
Georgia
$459K +$114K +582 +39%
AWMG
2107
Alliance Wealth Management Group
New Jersey
$459K +$196 +1 +0%
SGI
2108
Summit Global Investments
Utah
$459K -$196 -1 -0%
MWM
2109
Marietta Wealth Management
Georgia
$459K
TAM
2110
Tealwood Asset Management
Minnesota
$457K -$11.2K -57 -3%
NFP
2111
Narus Financial Partners
Utah
$456K +$15.1K +77 +4%
RZH
2112
Relyea Zuckerberg Hanson
Connecticut
$455K +$45.5K +232 +13%
CCC
2113
Chelsea Counsel Company
California
$454K
SC
2114
Sepio Capital
Utah
$454K +$2.75K +14 +0.7%
CCFCSB
2115
Cape Cod Five Cents Savings Bank
Massachusetts
$454K -$33.3K -170 -8%
O3W
2116
Omni 360 Wealth
New Jersey
$453K
AIA
2117
Alera Investment Advisors
Illinois
$453K +$60K +306 +18%
EIG
2118
Ellenbecker Investment Group
Wisconsin
$453K +$9.02K +46 +2%
KAM
2119
KEB Asset Management
Illinois
$453K +$39.8K +203 +11%
MIG
2120
McGuire Investment Group
Rhode Island
$453K +$2.35K +12 +0.6%
SRB
2121
Shotwell Rutter Baer
Michigan
$452K
PSB
2122
Passumpsic Savings Bank
Vermont
$452K +$14.5K +74 +4%
MGAM
2123
McGowan Group Asset Management
Texas
$452K
EIP
2124
Ellis Investment Partners
Pennsylvania
$452K -$37.3K -190 -9%
PWM
2125
Paulson Wealth Management
Illinois
$452K +$6.67K +34 +2%