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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3001
LS Investment Advisors
Michigan
$262K – – –
BIG
3002
Builder Investment Group
Georgia
$261K – – –
EM
3003
ELCO Management
New York
$261K – – –
PCP
3004
Panoramic Capital Partners
Oregon
$260K +$256K +494 New
PJWM
3005
Philip James Wealth Mangement
Georgia
$260K +$41.9K +81 +20%
AA
3006
Addison Advisors
Vermont
$260K +$9.32K +18 +4%
MIC
3007
Meridian Investment Counsel
California
$259K – – –
PGWM
3008
Pitti Group Wealth Management
New York
$259K -$3.11K -6 -1%
HWA
3009
Heartwood Wealth Advisors
Virginia
$259K +$1.55K +3 +0.6%
LWA
3010
Lifelong Wealth Advisors
Minnesota
$258K +$254K +490 New
NAMP
3011
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257K -$36.2K -70 -13%
RW
3012
Regimen Wealth
Georgia
$257K – – –
UFA
3013
US Financial Advisors
Massachusetts
$257K +$3.11K +6 +1%
GSIS
3014
Global Strategic Investment Solutions
Arizona
$257K -$2.59K -5 -1%
AWP
3015
Abacus Wealth Partners
California
$256K +$34.2K +66 +16%
AFG
3016
Albion Financial Group
Utah
$256K -$75.1K -145 -23%
CWC
3017
Carolinas Wealth Consulting
North Carolina
$255K -$18.6K -36 -7%
PP
3018
Postrock Partners
Oregon
$255K +$251K +484 New
GF
3019
GGM Financials
Ohio
$255K – – –
MEAC
3020
M.E. Allison & Co
Texas
$254K +$250K +483 New
RGC
3021
Roberts, Glore & Co
Illinois
$254K -$12.9K -25 -5%
WWC
3022
Waypoint Wealth Counsel
Georgia
$254K +$16K +31 +7%
PVM
3023
Palogic Value Management
Texas
$253K +$5.18K +10 +2%
HCWM
3024
Hidden Cove Wealth Management
Washington
$253K +$249K +481 New
MAG
3025
M3 Advisory Group
Massachusetts
$253K +$9.32K +18 +4%
119 120
121
122 123