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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1701
Viewpoint Capital Management
Washington
$264K -$267K -1,764 -52%
WRPWM
1702
Werba Rubin Papier Wealth Management
California
$264K +$7.73K +51 +3%
KIC
1703
Keating Investment Counselors
Florida
$263K -$4.55K -30 -2%
TNA
1704
True North Advisors
Texas
$263K +$246K +1,625 New
HFRG
1705
Houlihan Financial Resource Group
Virginia
$263K – – –
FCM
1706
Fourpath Capital Management
Oklahoma
$263K – – –
BFG
1707
Beacon Financial Group
Texas
$262K +$10K +66 +4%
TPA
1708
Trivium Point Advisory
Connecticut
$262K +$909 +6 +0.4%
CCFM
1709
Clear Creek Financial Management
Washington
$262K -$15.9K -105 -6%
EW
1710
Element Wealth
Mississippi
$262K +$152 +1 +0.1%
HCM
1711
Hengehold Capital Management
Ohio
$262K +$35K +231 +17%
RPSA
1712
Richard P. Slaughter Associates
Texas
$262K – – –
MEAC
1713
M.E. Allison & Co
Texas
$261K – – –
B
1714
Bedminster
South Carolina
$261K – – –
NG
1715
Navigation Group
California
$261K – – –
WDL
1716
Well Done LLC
Michigan
$261K -$18K -119 -7%
RCA
1717
Resonant Capital Advisors
Wisconsin
$260K -$73.1K -482 -23%
CBT
1718
Central Bank & Trust
Kentucky
$260K – – –
TWM
1719
Trueblood Wealth Management
Ohio
$260K +$1.52K +10 +0.6%
RA
1720
Ruggaard & Associates
Ohio
$259K – – –
WHC
1721
Wulff, Hansen & Co
California
$258K -$6.06K -40 -2%
IIL
1722
Income Insurance Ltd
$258K – – –
WMA
1723
West Michigan Advisors
Michigan
$258K +$606 +4 +0.3%
HAS
1724
Holland Advisory Services
Florida
$257K – – –
EL
1725
EWA LLC
Pennsylvania
$257K +$23.3K +154 +11%