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Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
2601
Eagle Ridge Investment Management
Connecticut
$326K
VBFG
2602
Vishria Bird Financial Group
Tennessee
$326K
WWMSC
2603
Wagner Wealth Management (South Carolina)
South Carolina
$326K +$61.2K +690 +24%
DOA
2604
D'Orazio & Associates
Virginia
$326K +$73.8K +833 +30%
BFS
2605
Beacon Financial Strategies
North Carolina
$325K +$177 +2 +0.1%
HIS
2606
Horizon Investment Services
Indiana
$325K +$1.6K +18 +0.5%
PFA
2607
Peak Financial Advisors
Colorado
$325K +$316K +3,569 New
RIM
2608
Reynolds Investment Management
South Carolina
$324K -$97.1K -1,095 -24%
SSW
2609
Smith Shellnut Wilson
Mississippi
$324K
BWIA
2610
Bryant Woods Investment Advisors
New York
$324K +$1.68K +19 +0.5%
LSA
2611
Lansing Street Advisors
Pennsylvania
$323K +$2.48K +28 +0.8%
KA
2612
Kozak & Associates
Colorado
$323K +$10.4K +117 +3%
HPIA
2613
Hamilton Point Investment Advisors
North Carolina
$323K +$11.6K +131 +4%
HWMG
2614
Hurlow Wealth Management Group
Indiana
$323K +$26.9K +304 +9%
AWM
2615
AllSquare Wealth Management
New York
$322K
AIFAIM
2616
American Institute for Advanced Investment Management
Arizona
$322K
RCG
2617
Rock Creek Group
District of Columbia
$322K +$50K +564 +19%
SPI
2618
Santori & Peters Inc
Pennsylvania
$321K +$24.4K +275 +8%
NIC
2619
Northwest Investment Counselors
Oregon
$320K -$69.9K -789 -18%
EHWM
2620
Eads & Heald Wealth Management
Georgia
$320K
B
2621
Bellecapital
Switzerland
$318K
BA
2622
Bluesphere Advisors
Pennsylvania
$318K +$7.09K +80 +2%
MAG
2623
Mayfair Advisory Group
Alabama
$318K +$10.7K +121 +4%
TC
2624
Trilogy Capital
California
$318K +$25.3K +285 +9%
CWM
2625
Cahaba Wealth Management
Georgia
$318K +$55.4K +625 +22%