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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1851
Canopy Partners
Ohio
$469K +$40.9K +917 +9%
BFO
1852
Biltmore Family Office
North Carolina
$467K
ES
1853
ETF Store
Kansas
$466K -$17.2K -386 -4%
CCA
1854
Childress Capital Advisors
Texas
$466K -$13.3K -298 -3%
MWA
1855
Monograph Wealth Advisors
California
$465K +$469K +10,537 New
FFA
1856
Fragasso Financial Advisors
Pennsylvania
$464K +$5.88K +132 +1%
EW
1857
Enzi Wealth
Texas
$461K
IIM
1858
Intact Investment Management
Quebec, Canada
$459K -$75.7K -1,700 -14%
QIM
1859
Quest Investment Management
Oregon
$459K
ZIC
1860
ZWJ Investment Counsel
Georgia
$459K
KF
1861
Krilogy Financial
Missouri
$459K +$463K +10,383 New
CT
1862
Coastline Trust
Rhode Island
$459K -$544K -12,200 -54%
LSA
1863
Lion Street Advisors
Texas
$458K
BAM
1864
Blueshift Asset Management
New Jersey
$458K +$462K +10,375 New
TVM
1865
True Vision MN
Minnesota
$458K +$936 +21 +0.1%
PP
1866
Pingora Partners
Wyoming
$456K
FSA
1867
Financial Security Advisor
Virginia
$456K +$7.53K +169 +2%
MWM
1868
Massachusetts Wealth Management
Massachusetts
$456K +$113K +2,542 +33%
GP
1869
Girard Partners
Pennsylvania
$455K -$54.9K -1,231 -11%
ACM
1870
Advance Capital Management
Michigan
$455K +$20.9K +470 +5%
VCM
1871
Vision Capital Management
Oregon
$454K -$16.9K -379 -4%
SQA
1872
Simon Quick Advisors
New Jersey
$453K +$148K +3,313 +48%
CGA
1873
Crescent Grove Advisors
Illinois
$453K -$31.1K -699 -6%
LIA
1874
LBMC Investment Advisors
Tennessee
$452K +$178 +4 +0%
RCA
1875
Resonant Capital Advisors
Wisconsin
$452K +$65K +1,458 +17%