Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1701
Founders Financial Securities
Maryland
$246K -$44.6K -1,841 -20%
UPS
1702
UHLMANN PRICE SECURITIES
Illinois
$246K +$178K +7,342 New
CI
1703
Cordant Inc
Oregon
$245K -$27.6K -1,141 -14%
AWM
1704
Ameliora Wealth Management
Switzerland
$245K – – –
CWM
1705
Centric Wealth Management
Illinois
$244K +$148K +6,109 New
CAI
1706
Capital Advisors Inc
Oklahoma
$244K +$176K +7,275 New
AWAP
1707
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$244K +$176K +7,270 New
SSW
1708
Smith Shellnut Wilson
Mississippi
$244K +$176K +7,260 New
I
1709
IMPACTfolio
Colorado
$243K +$175K +7,238 New
HTHT
1710
Hemenway Trust Hemenway Trust
New Hampshire
$243K +$175K +7,232 New
SN
1711
Sittner & Nelson
Oregon
$242K -$391K -16,146 -69%
CWM
1712
Connecticut Wealth Management
Connecticut
$242K +$175K +7,208 New
WCG
1713
Weaver Consulting Group
California
$241K +$174K +7,176 New
AAG
1714
Armstrong Advisory Group
Massachusetts
$240K -$39.8K -1,642 -19%
MSR
1715
Main Street Research
Connecticut
$240K +$173K +7,156 New
CIA
1716
Citadel Investment Advisory
Ohio
$240K – – –
FFC
1717
First Financial Corp
Indiana
$240K -$9.69K -400 -5%
MPIA
1718
Mountain Pacific Investment Advisers
Idaho
$239K +$173K +7,136 New
TWD
1719
True Wealth Design
Ohio
$239K +$92.2K +3,807 +115%
PB
1720
Pinnacle Bancorp
Nebraska
$238K – – –
BBA
1721
BLB&B Advisors
Pennsylvania
$238K +$172K +7,102 New
BWM
1722
Buckley Wealth Management
Nevada
$238K -$264K -10,900 -61%
RPGK
1723
Retirement Planning Group (Kansas)
Kansas
$238K +$172K +7,088 New
MFS
1724
Madrona Financial Services
Washington
$238K +$172K +7,084 New
IFS
1725
Ifrah Financial Services
Arkansas
$237K -$68.9K -2,844 -29%