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Name Holding Trade Value Shares
Change
Change in
Stake
DPI
2901
Diversified Portfolios Inc
Michigan
$275K -$30.7K -300 -11%
FG
2902
Foster Group
Iowa
$275K +$253K +2,477 New
BWM
2903
Baron Wealth Management
Michigan
$274K +$252K +2,470 New
CCM
2904
Crabel Capital Management
California
$274K +$252K +2,467 New
VCM
2905
Viewpoint Capital Management
Washington
$274K
CBOR
2906
Community Bank of Raymore
Missouri
$273K
IRAG
2907
Investment Research & Advisory Group
Georgia
$273K
WW
2908
Waterfront Wealth
Kansas
$273K
TA
2909
Trellis Advisors
Washington
$272K -$12.8K -125 -5%
MS
2910
Marshall & Sullivan
Washington
$272K
BRG
2911
Bay Rivers Group
Virginia
$272K +$8.38K +82 +3%
HGWM
2912
Horst & Graben Wealth Management
Oregon
$271K +$1.94K +19 +0.8%
BBPWM
2913
Blue Bell Private Wealth Management
Pennsylvania
$270K +$13.4K +131 +6%
OPPS
2914
Obsidian Personal Planning Solutions
Maryland
$269K
LWM
2915
LJI Wealth Management
Indiana
$269K +$248K +2,423 New
ARMT
2916
Amica Retiree Medical Trust
Rhode Island
$268K -$386K -3,781 -61%
DCM
2917
Dimension Capital Management
Florida
$266K +$245K +2,401 New
IAG
2918
Investment Advisory Group
Massachusetts
$266K
FWM
2919
FFT Wealth Management
Pennsylvania
$266K +$245K +2,395 New
AWM
2920
Avaii Wealth Management
Wisconsin
$265K +$244K +2,385 New
WFA
2921
WestHill Financial Advisors
California
$265K +$244K +2,384 New
SIA
2922
Schear Investment Advisers
Ohio
$264K +$243K +2,375 New
HIM
2923
Hanlon Investment Management
New Jersey
$263K -$4.8K -47 -2%
BFS
2924
Bickling Financial Services
Massachusetts
$263K -$190K -1,858 -44%
CWS
2925
Cypress Wealth Services
California
$263K +$242K +2,368 New