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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2176
Centennial Wealth Advisory
Michigan
$246K +$11.5K +206 +5%
CGA
2177
Crescent Grove Advisors
Illinois
$245K +$390 +7 +0.2%
NICM
2178
Neo Ivy Capital Management
New York
$244K -$191K -3,420 -38%
LF
2179
Lee Financial
Texas
$244K +$12.2K +218 +5%
SEIA
2180
Signature Estate & Investment Advisors
California
$244K +$30.8K +552 +13%
AFAS
2181
Acorn Financial Advisory Services
Virginia
$243K -$85.5K -1,533 -25%
WDG
2182
Wealth Dimensions Group
Ohio
$243K -$27.6K -496 -10%
WS
2183
Wela Strategies
Georgia
$243K
TFM
2184
TFC Financial Management
Massachusetts
$243K +$16.7K +300 +7%
RWM
2185
Reston Wealth Management
Virginia
$243K +$20.1K +360 +8%
CVM
2186
Cheviot Value Management
California
$242K +$5.57K +100 +2%
AI
2187
ArchPoint Investors
Florida
$242K +$255K +4,572 New
RIM
2188
Rockbridge Investment Management
New York
$241K -$5.85K -105 -2%
GIM
2189
Goelzer Investment Management
Indiana
$241K
RDFA
2190
Ritter Daniher Financial Advisory
Ohio
$241K
GA
2191
Geller Advisors
New York
$241K +$390 +7 +0.2%
TFF
2192
The Family Firm
Maryland
$241K +$25.9K +465 +12%
NIC
2193
Northwest Investment Counselors
Oregon
$239K -$11.1K -200 -4%
TIM
2194
Total Investment Management
Arizona
$239K
CWA
2195
Clearview Wealth Advisors
Oregon
$239K +$35.4K +635 +16%
FC
2196
Fulcrum Capital
Washington
$238K
HCP
2197
Holt Capital Partners
Texas
$237K -$47.4K -850 -16%
FIB
2198
First Interstate Bank
Montana
$237K +$252K +4,524 New
SIM
2199
Studio Investment Management
Illinois
$237K +$252K +4,526 New
MAS
2200
Managed Account Services
Florida
$236K -$5.13K -92 -2%