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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2601
Titus Wealth Management
California
$326K -$14.7K -166 -4%
ERIM
2602
Eagle Ridge Investment Management
Connecticut
$326K – – –
VBFG
2603
Vishria Bird Financial Group
Tennessee
$326K – – –
WWMSC
2604
Wagner Wealth Management (South Carolina)
South Carolina
$326K +$61.2K +690 +24%
DOA
2605
D'Orazio & Associates
Virginia
$326K +$73.8K +833 +30%
BFS
2606
Beacon Financial Strategies
North Carolina
$325K +$177 +2 +0.1%
HIS
2607
Horizon Investment Services
Indiana
$325K +$1.6K +18 +0.5%
PFA
2608
Peak Financial Advisors
Colorado
$325K +$316K +3,569 New
RIM
2609
Reynolds Investment Management
South Carolina
$324K -$97.1K -1,095 -24%
SSW
2610
Smith Shellnut Wilson
Mississippi
$324K – – –
BWIA
2611
Bryant Woods Investment Advisors
New York
$324K +$1.68K +19 +0.5%
LSA
2612
Lansing Street Advisors
Pennsylvania
$323K +$2.48K +28 +0.8%
KA
2613
Kozak & Associates
Colorado
$323K +$10.4K +117 +3%
HPIA
2614
Hamilton Point Investment Advisors
North Carolina
$323K +$11.6K +131 +4%
HWMG
2615
Hurlow Wealth Management Group
Indiana
$323K +$26.9K +304 +9%
AWM
2616
AllSquare Wealth Management
New York
$322K – – –
AIFAIM
2617
American Institute for Advanced Investment Management
Arizona
$322K – – –
RCG
2618
Rock Creek Group
District of Columbia
$322K +$50K +564 +19%
SPI
2619
Santori & Peters Inc
Pennsylvania
$321K +$24.4K +275 +8%
NIC
2620
Northwest Investment Counselors
Oregon
$320K -$69.9K -789 -18%
EHWM
2621
Eads & Heald Wealth Management
Georgia
$320K – – –
B
2622
Bellecapital
Switzerland
$318K – – –
BA
2623
Bluesphere Advisors
Pennsylvania
$318K +$7.09K +80 +2%
MAG
2624
Mayfair Advisory Group
Alabama
$318K +$10.7K +121 +4%
TC
2625
Trilogy Capital
California
$318K +$25.3K +285 +9%