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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
2176
Verus Capital Partners
Arizona
$380K -$36.5K -111 -9%
LAS
2177
LWM Advisory Services
Florida
$379K -$315K -957 -48%
HI
2178
Harbour Investments
Wisconsin
$379K +$26K +79 +8%
WCWM
2179
Willow Creek Wealth Management
California
$378K +$4.61K +14 +1%
CC
2180
Cypress Capital
Tennessee
$377K – – –
AA
2181
Auxano Advisors
Washington
$375K +$987 +3 +0.3%
FIM
2182
Fernwood Investment Management
Massachusetts
$375K – – –
CWM
2183
Centurion Wealth Management
Virginia
$373K +$353K +1,072 New
EBA
2184
Eagle Bay Advisors
New York
$372K +$57.6K +175 +20%
SAM
2185
Summit Asset Management
Tennessee
$370K – – –
DWP
2186
Destiny Wealth Partners
Florida
$370K -$11.5K -35 -3%
RWA
2187
Redhawk Wealth Advisors
Minnesota
$369K +$10.9K +33 +3%
SCFS
2188
S.C. Financial Services
Arizona
$367K +$8.23K +25 +2%
PFG
2189
Prosperity Financial Group
California
$367K +$348K +1,056 New
SWAG
2190
Spectrum Wealth Advisory Group
California
$366K +$658 +2 +0.2%
JJBC
2191
James J. Burns & Company
New York
$365K -$118K -360 -26%
BBNB
2192
Baker Boyer National Bank
Washington
$364K -$265K -804 -43%
LWA
2193
Lineweaver Wealth Advisors
Ohio
$363K -$23K -70 -6%
ST
2194
Somerset Trust
Pennsylvania
$363K +$19.1K +58 +6%
RFN
2195
Redwood Financial Network
Ohio
$363K – – –
HVIA
2196
Hudson Valley Investment Advisors
New York
$362K – – –
CWM
2197
Connecticut Wealth Management
Connecticut
$362K +$10.9K +33 +3%
FA
2198
Fortis Advisors
Pennsylvania
$361K – – –
CVM
2199
Cheviot Value Management
California
$361K +$342K +1,038 New
SIC
2200
Salem Investment Counselors
North Carolina
$360K +$76.4K +232 +29%