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Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1701
First Heartland Consultants
Missouri
$243K +$218K +1,777 New
CFA
1702
CWS Financial Advisors
Michigan
$243K +$218K +1,777 New
CP
1703
Canopy Partners
Ohio
$243K +$6.61K +54 +3%
MCI
1704
MRP Capital Investments
Georgia
$243K +$217K +1,775 New
MIC
1705
Means Investment Company
Maine
$242K +$217K +1,771 New
TCM
1706
Triumph Capital Management
Colorado
$240K -$1.05M -8,609 -83%
VWA
1707
Visionary Wealth Advisors
Illinois
$240K +$215K +1,756 New
BSTWA
1708
Blake Schutter Theil Wealth Advisors
Ohio
$240K +$215K +1,755 New
CT
1709
Clearstead Trust
Maine
$240K +$245 +2 +0.1%
WA
1710
Wealth Architects
California
$240K +$215K +1,753 New
WPP
1711
Whalerock Point Partners
Rhode Island
$239K +$214K +1,752 New
CCM
1712
Chiron Capital Management
Florida
$239K -$324K -2,650 -60%
BWM
1713
Benchmark Wealth Management
Connecticut
$239K +$214K +1,750 New
MFWP
1714
Mosaic Family Wealth Partners
Missouri
$237K -$38.6K -315 -15%
IWN
1715
Independent Wealth Network
Iowa
$237K +$212K +1,731 New
BIC
1716
Beach Investment Counsel
Pennsylvania
$234K -$40.8K -333 -16%
WTA
1717
Washington Trust Advisors
Massachusetts
$234K
HIG
1718
Heritage Investment Group
Florida
$234K +$209K +1,709 New
EGWAG
1719
Elwood & Goetz Wealth Advisory Group
Georgia
$233K +$209K +1,708 New
FB
1720
First Bancorp
Maine
$233K +$209K +1,706 New
MAWA
1721
Moss Adams Wealth Advisors
Washington
$233K +$209K +1,706 New
MFC
1722
Mechanics Financial Corp
Ohio
$233K -$26.3K -215 -11%
IAG
1723
Investment Advisory Group
Massachusetts
$233K +$208K +1,701 New
PMFA
1724
Plante Moran Financial Advisors
Michigan
$232K -$461K -3,768 -69%
Cohen & Steers
1725
Cohen & Steers
New York
$232K +$207K +1,694 New