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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2301
Pathway Financial Advisors
Vermont
$253K
AF
2302
Aldebaran Financial
$253K +$1.01K +17 +0.4%
WAM
2303
Wakefield Asset Management
Colorado
$253K +$277K +4,678 New
CIAS
2304
CBIZ Investment Advisory Services
Ohio
$252K
SPI
2305
Santori & Peters Inc
Pennsylvania
$252K +$177 +3 +0.1%
LIA
2306
LBMC Investment Advisors
Tennessee
$252K +$12K +203 +5%
SPL
2307
Smart Portfolios LLC
Washington
$251K
ZCM
2308
Zebra Capital Management
Connecticut
$250K -$159K -2,691 -37%
CFC
2309
Coyle Financial Counsel
Illinois
$250K +$273K +4,616 New
RFN
2310
RDA Financial Network
Iowa
$249K -$131K -2,213 -32%
CFO
2311
CVA Family Office
Colorado
$249K +$237 +4 +0.1%
LWIC
2312
Leith Wheeler Investment Counsel
British Columbia, Canada
$249K +$272K +4,606 New
SCM
2313
Sterneck Capital Management
Missouri
$248K -$260K -4,395 -49%
DCM
2314
Driehaus Capital Management
Illinois
$248K -$29K -490 -10%
CPSC
2315
Carl P. Sherr & Co
Massachusetts
$247K
SAM
2316
Security Asset Management
New York
$247K
ZCA
2317
Zeke Capital Advisors
Pennsylvania
$246K -$3.73M -63,135 -93%
PFA
2318
Pure Financial Advisors
California
$246K -$19.6K -331 -7%
TIM
2319
Total Investment Management
Arizona
$246K +$13.5K +228 +5%
PCM
2320
Pointe Capital Management
Michigan
$245K +$268K +4,524 New
SEIA
2321
Signature Estate & Investment Advisors
California
$244K -$83.5K -1,412 -24%
BWM
2322
Baystate Wealth Management
Massachusetts
$244K -$12.7K -215 -5%
SWP
2323
Summit Wealth Partners
Florida
$244K -$38.5K -650 -13%
BWA
2324
Burt Wealth Advisors
Maryland
$242K +$118 +2 +0%
TWM
2325
Tolleson Wealth Management
Texas
$241K -$77.2K -1,305 -23%