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Name Holding Trade Value Shares
Change
Change in
Stake
W
2126
WealthStone
Ohio
$288K +$29.8K +137 +11%
BFG
2127
Barber Financial Group
Kansas
$286K -$29.4K -135 -9%
RA
2128
Riversedge Advisors
Delaware
$285K
SMG
2129
Spectrum Management Group
Indiana
$284K +$11.3K +52 +4%
BCA
2130
Berman Capital Advisors
Georgia
$284K +$18.7K +86 +7%
B
2131
Brightworth
Georgia
$283K
TC
2132
Tatro Capital
Kentucky
$283K +$7.83K +36 +3%
FP
2133
Financial Perspectives
Minnesota
$282K +$75.9K +349 +36%
HSWM
2134
Hubbell Strickland Wealth Management
Louisiana
$282K +$652 +3 +0.2%
WAS
2135
Winch Advisory Services
Wisconsin
$281K -$54.8K -252 -16%
SFWA
2136
Summit Financial Wealth Advisors
Louisiana
$281K -$10.9K -50 -4%
CIP
2137
Capital Insight Partners
Arizona
$281K -$5.44K -25 -2%
AC
2138
Arjuna Capital
North Carolina
$281K -$1.96K -9 -0.7%
MF
2139
Manchester Financial
California
$281K +$3.91K +18 +1%
BFIC
2140
Bedell Frazier Investment Counselling
California
$280K
LIA
2141
LBMC Investment Advisors
Tennessee
$280K +$1.09K +5 +0.4%
DOA
2142
D'Orazio & Associates
Virginia
$280K +$1.3K +6 +0.5%
BA
2143
Ballast Advisors
Minnesota
$278K
PFA
2144
Plotkin Financial Advisors
Maryland
$277K +$55.7K +256 +25%
HFBOT
2145
Home Federal Bank of Tennessee
Tennessee
$277K
BP
2146
Broadleaf Partners
Ohio
$276K
TPW
2147
Tiller Private Wealth
Pennsylvania
$276K +$10.4K +48 +4%
BWP
2148
Baldwin Wealth Partners
Massachusetts
$275K +$15.2K +70 +6%
VCM
2149
Vigilant Capital Management
Maine
$274K -$63.3K -291 -19%
WIM
2150
Wittenberg Investment Management
Massachusetts
$274K