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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1826
Annapolis Financial Services
Maryland
$339K
WFMPM
1827
Woodley Farra Manion Portfolio Management
Indiana
$338K -$2.1K -14 -0.7%
SFG
1828
StrategIQ Financial Group
Indiana
$337K -$116K -774 -27%
PNAA
1829
Pictet North America Advisors
Switzerland
$337K
GTCM
1830
Gyon Technologies Capital Management
New Jersey
$337K +$64.4K +430 +26%
SFG
1831
Summit Financial Group
West Virginia
$336K
MRCM
1832
M&R Capital Management
New Jersey
$334K -$62.9K -420 -17%
RHFI
1833
Reilly Herbert Faulkner III
$334K
ACP
1834
Aveo Capital Partners
Colorado
$334K +$311K +2,075 New
TF
1835
TRH Financial
Iowa
$333K -$4.04K -27 -1%
PO
1836
Private Ocean
California
$333K
AA
1837
Aufman Associates
Pennsylvania
$332K +$299 +2 +0.1%
CWA
1838
Cornerstone Wealth Advisors
Minnesota
$332K +$309K +2,063 New
SC
1839
Steph & Co
Wisconsin
$331K
AC
1840
Addison Capital
Pennsylvania
$330K -$14.4K -96 -4%
RWI
1841
Red Wave Investments
Pennsylvania
$330K
TLP
1842
Trinity Legacy Partners
Texas
$330K +$297K +1,985 New
EGWAG
1843
Elwood & Goetz Wealth Advisory Group
Georgia
$329K
JHP
1844
James Hambro & Partners
United Kingdom
$328K +$304K +2,033 New
SIC
1845
Sigma Investment Counselors
Michigan
$327K -$94.5K -631 -24%
IF
1846
Ironwood Financial
Arizona
$327K
EIG
1847
Ellenbecker Investment Group
Wisconsin
$326K -$16.9K -113 -5%
MCG
1848
McCollum Christoferson Group
New York
$325K
SF
1849
Symphony Financial
Texas
$325K +$66.5K +444 +29%
LC
1850
Lincoln Capital
Nebraska
$324K