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Name Holding Trade Value Shares
Change
Change in
Stake
ARA
2226
Approach Retirement Advisors
Alabama
$740K +$748K +2,497 New
EFA
2227
Evernest Financial Advisors
Indiana
$738K -$26.7K -89 -3%
LAM
2228
Lewis Asset Management
California
$737K -$75.5K -252 -9%
FMN
2229
Financial Management Network
California
$737K +$2.4K +8 +0.3%
COCM
2230
Charter Oak Capital Management
New Hampshire
$736K +$59.6K +199 +9%
AAIM
2231
Asset Advisors Investment Management
Georgia
$735K – – –
VBA
2232
von Borstel & Associates
Oregon
$735K -$784K -2,619 -51%
DAS
2233
Daybright Advisory Services
Florida
$735K +$743K +2,481 New
TF
2234
Tudor Financial
Ohio
$735K +$30.2K +101 +4%
FPWM
2235
FSB Premier Wealth Management
Iowa
$734K +$56.9K +190 +8%
NPF
2236
Norris Perne & French
Michigan
$734K +$38.3K +128 +5%
BIG
2237
Builder Investment Group
Georgia
$733K – – –
FHC
2238
First Heartland Consultants
Missouri
$732K +$19.8K +66 +3%
QFA
2239
Quantum Financial Advisors
California
$732K -$23.7K -79 -3%
W
2240
Wealthquest
Ohio
$731K +$739K +2,468 New
BA
2241
Ballast Advisors
Minnesota
$731K -$42.2K -141 -5%
AIS
2242
AM Investment Strategies
Tennessee
$730K +$599 +2 +0.1%
DCM
2243
Dorato Capital Management
Colorado
$730K +$707K +2,361 New
71 West Capital Partners
2244
71 West Capital Partners
Massachusetts
$729K +$737K +2,462 New
MCM
2245
Magnolia Capital Management
New York
$728K – – –
FWM
2246
Forteris Wealth Management
New York
$727K +$736K +2,456 New
FIB
2247
First Interstate Bank
Montana
$726K – – –
WCG
2248
Weaver Consulting Group
California
$725K +$898 +3 +0.1%
Trillium Asset Management
2249
Trillium Asset Management
Massachusetts
$724K -$19.8K -66 -3%
WOSD
2250
WFA of San Diego
California
$723K – – –