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Name Holding Trade Value Shares
Change
Change in
Stake
LBA
2151
Lowell Blake & Associates
Massachusetts
$210K +$197K +6,279 New
SHFP
2152
Second Half Financial Partners
Florida
$209K +$196K +6,258 New
C
2153
Certuity
Florida
$209K +$196K +6,255 New
GFL
2154
Granite FO LLC
New Hampshire
$209K -$78.5K -2,500 -29%
LTI
2155
Laffer Tengler Investments
Tennessee
$209K
FSA
2156
Financial Sense Advisors
California
$208K +$157 +5 +0.1%
ZAM
2157
Zevin Asset Management
Massachusetts
$208K -$4.08K -130 -2%
BG
2158
Bollard Group
Massachusetts
$208K +$9.23K +294 +5%
AA
2159
Aufman Associates
Pennsylvania
$207K -$64.3K -2,049 -25%
AAG
2160
Armstrong Advisory Group
Massachusetts
$207K -$12.2K -390 -6%
CS
2161
Capital Square
Tennessee
$207K +$195K +6,202 New
IF
2162
Ironwood Financial
Arizona
$207K -$73.4K -2,339 -27%
PFWA
2163
Paces Ferry Wealth Advisors
Georgia
$207K +$194K +6,194 New
LFA
2164
LGT Financial Advisors
Texas
$207K +$194K +6,192 New
VC
2165
Veracity Capital
Georgia
$207K +$194K +6,187 New
SFG
2166
StrategIQ Financial Group
Indiana
$206K -$30.5K -972 -14%
FNBOO
2167
First National Bank of Omaha
Nebraska
$206K -$92.3K -2,940 -32%
YRHAM
2168
Yong Rong (HK) Asset Management
Hong Kong
$206K +$193K +6,140 New
SIA
2169
Sage Investment Advisers
New York
$206K +$345 +11 +0.2%
CWAG
2170
Compton Wealth Advisory Group
Virginia
$206K
CT
2171
Colonial Trust
South Carolina
$205K -$40.6K -1,292 -17%
SFC
2172
Strategic Financial Concepts
Texas
$205K -$5.81K -185 -3%
RCM
2173
RNC Capital Management
California
$205K -$273K -8,686 -59%
FCB
2174
First County Bank
Connecticut
$205K -$17.6K -560 -8%
AWM
2175
Aprio Wealth Management
Georgia
$205K +$192K +6,118 New