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Name Holding Trade Value Shares
Change
Change in
Stake
GIP
3026
Greatmark Investment Partners
Georgia
$349K – – –
HG
3027
Harbor Group
New Hampshire
$349K -$95K -170 -22%
LB
3028
Legacy Bridge
Iowa
$348K +$36.3K +65 +12%
CAP
3029
Cordoba Advisory Partners
New York
$348K +$341K +610 New
SWA
3030
Strategies Wealth Advisors
Michigan
$348K -$179K -320 -34%
FNWA
3031
Financial Network Wealth Advisors
Utah
$348K -$9.5K -17 -3%
LFA
3032
Level Financial Advisors
New York
$348K -$334K -598 -50%
EPA
3033
Element Pointe Advisors
Florida
$347K – – –
BCP
3034
Blackhawk Capital Partners
Wisconsin
$345K +$52.5K +94 +18%
MPIA
3035
Mountain Pacific Investment Advisers
Idaho
$345K -$3.91K -7 -1%
MWP
3036
Meridian Wealth Partners
Pennsylvania
$344K -$16.8K -30 -5%
FFW
3037
Fusion Family Wealth
New York
$344K – – –
TBC
3038
Ted Buchan & Co
California
$343K -$32.4K -58 -9%
CCM
3039
Consolidated Capital Management
California
$343K – – –
HI
3040
Hoey Investments
Pennsylvania
$343K – – –
AW
3041
Alchemi Wealth
Connecticut
$343K +$335K +600 New
CFA
3042
Churchill Financial Advisors
Kentucky
$343K +$335K +600 New
DT
3043
DV Trading
Illinois
$343K +$335K +600 New
QP
3044
Quartz Partners
New York
$340K -$219K -391 -40%
EGWAG
3045
Elwood & Goetz Wealth Advisory Group
Georgia
$340K +$25.2K +45 +8%
GI
3046
Gradient Investments
Minnesota
$339K +$332K +594 New
EWM
3047
Endowment Wealth Management
Wisconsin
$339K -$17.9K -32 -5%
BCG
3048
Bravias Capital Group
New Jersey
$337K -$83.9K -150 -20%
IVP
3049
Intrinsic Value Partners
Arizona
$337K -$16.8K -30 -5%
VI
3050
VanderPol Investments
Michigan
$337K +$2.79K +5 +0.9%