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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2726
N.E.W. Advisory Services
Wisconsin
$282K
VBA
2727
von Borstel & Associates
Oregon
$282K +$266K +571 New
DWM
2728
Darwin Wealth Management
Florida
$281K -$12.1K -26 -4%
SIS
2729
Sound Income Strategies
Florida
$280K -$14.4K -31 -5%
HDIM
2730
Hanson & Doremus Investment Management
Vermont
$280K
CB
2731
Centennial Bank
Arkansas
$279K
FWI
2732
Facet Wealth Inc
Maryland
$278K -$2.33K -5 -0.9%
RCM
2733
Raleigh Capital Management
North Carolina
$278K +$14.4K +31 +6%
CCG
2734
Coastwise Capital Group
California
$278K +$46.5K +100 +22%
PR
2735
Payden & Rygel
California
$277K
ACC
2736
Acorn Creek Capital
Colorado
$277K +$18.1K +39 +7%
GGI
2737
GPM Growth Investors
Michigan
$277K -$16.7K -36 -6%
ACM
2738
Andina Capital Management
Utah
$276K -$20.9K -45 -7%
NAMP
2739
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$276K -$4.18K -9 -2%
B
2740
Barings
North Carolina
$276K +$260K +559 New
GMA
2741
Glassy Mountain Advisors
Maryland
$276K
GCA
2742
Greenwood Capital Associates
South Carolina
$275K -$42.8K -92 -14%
BC
2743
Barrett & Company
Rhode Island
$274K -$19.1K -41 -7%
WGC
2744
Watts Gwilliam & Co
Arizona
$273K +$255K +549 New
PCWA
2745
Pacific Capital Wealth Advisors
California
$273K +$26K +56 +11%
WWP
2746
WR Wealth Planners
Missouri
$272K +$14.4K +31 +6%
TSW
2747
Thompson Siegel & Walmsley
Virginia
$272K +$256K +550 New
LCG
2748
Lynx Capital Group
Ohio
$272K -$124K -267 -33%
FAP
2749
Financial Advisory Partners
Florida
$272K
ODG
2750
O'Dell Group
Ohio
$270K +$465 +1 +0.2%