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Name Holding Trade Value Shares
Change
Change in
Stake
IF
2126
Ironwood Financial
Arizona
$228K
AA
2127
Aufman Associates
Pennsylvania
$228K +$750 +22 +0.2%
CWM
2128
Curi Wealth Management
North Carolina
$228K +$234K +6,876 +346%
PP
2129
Patron Partners
Texas
$227K -$14.8K -433 -5%
WTFG
2130
Wells Trecaso Financial Group
Ohio
$227K
CDIA
2131
Capital Directions Investment Advisors
Georgia
$226K -$302K -8,854 Closed
SRC
2132
Sage Rhino Capital
California
$226K -$22.9K -673 -7%
SFG
2133
SNS Financial Group
Minnesota
$226K -$8.39K -246 -3%
MC
2134
Merlin Capital
Rhode Island
$226K -$477 -14 -0.2%
MCWS
2135
McKinley Carter Wealth Services
West Virginia
$225K -$58.6K -1,718 -16%
WCFA
2136
Walkner Condon Financial Advisors
Wisconsin
$225K +$298K +8,738 New
EBA
2137
Eagle Bay Advisors
New York
$224K -$33.5K -984 -10%
MWA
2138
Miller Wealth Advisors
Colorado
$224K
VWA
2139
VERITY Wealth Advisors
United States
$224K
VLC
2140
Van Leeuwen & Company
New Jersey
$224K +$4.06K +119 +1%
Financial Engines Advisors
2141
Financial Engines Advisors
California
$224K +$30.2K +886 +11%
WCWM
2142
Willow Creek Wealth Management
California
$224K +$296K +8,690 New
WA
2143
WP Advisors
California
$224K +$297K +8,707 New
VCAM
2144
Van Cleef Asset Management
Ohio
$223K
CWA
2145
Centennial Wealth Advisory
Michigan
$223K +$296K +8,671 New
HC
2146
Hendley & Co
Ohio
$222K -$6.82K -200 -2%
APW
2147
Aurora Private Wealth
New Jersey
$222K +$341 +10 +0.1%
TFS
2148
TrustCore Financial Services
Tennessee
$222K +$2.52K +74 +0.9%
GCP
2149
GSA Capital Partners
United Kingdom
$222K +$89.6K +2,628 +44%
Connor, Clark & Lunn Investment Management (CC&L)
2150
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K -$16.2M -476,006 -98%