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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2151
Harbour Investments
Wisconsin
$319K – – –
LWA
2152
Lineweaver Wealth Advisors
Ohio
$316K -$379K -1,143 -51%
SFWA
2153
Summit Financial Wealth Advisors
Louisiana
$316K -$55K -166 -14%
RFG
2154
Range Financial Group
Oregon
$316K -$4.64K -14 -1%
CCM
2155
Crew Capital Management
Ohio
$316K – – –
CAM
2156
Claret Asset Management
Quebec, Canada
$316K +$11.6K +35 +3%
WCM Investment Management
2157
WCM Investment Management
California
$316K +$11.9K +36 +3%
CA
2158
CV Advisors
Florida
$315K -$64.6K -195 -15%
CWS
2159
Confluence Wealth Services
Pennsylvania
$314K -$123K -371 -25%
PA
2160
Prism Advisors
California
$313K – – –
BWM
2161
BCS Wealth Management
Tennessee
$313K +$29.5K +89 +9%
SWA
2162
Stratos Wealth Advisors
Ohio
$313K +$50.4K +152 +16%
CA
2163
Calton & Associates
Florida
$312K -$87.8K -265 -19%
DWP
2164
Destiny Wealth Partners
Florida
$312K -$6.3K -19 -2%
IA
2165
IFG Advisory
Georgia
$312K +$364K +1,099 New
PCWA
2166
Pacific Capital Wealth Advisors
California
$311K +$362K +1,093 New
MSFP
2167
Mark Sheptoff Financial Planning
Connecticut
$309K – – –
HFM
2168
Hartford Funds Management
Pennsylvania
$309K +$88.8K +268 +33%
CC
2169
Cypress Capital
Tennessee
$309K +$9.95K +30 +3%
KMWM
2170
Keudell/Morrison Wealth Management
Oregon
$307K -$179K -541 -33%
FIM
2171
Fernwood Investment Management
Massachusetts
$307K – – –
AA
2172
Auxano Advisors
Washington
$306K +$113K +341 +46%
WCWM
2173
Willow Creek Wealth Management
California
$305K – – –
FCA
2174
FLC Capital Advisors
California
$303K -$169K -510 -32%
SAM
2175
Summit Asset Management
Tennessee
$303K -$95.5K -288 -21%