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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
3126
Acorn Financial Advisory Services
Virginia
$233K +$12.2K +100 +5%
CFS
3127
Cannon Financial Strategists
Georgia
$231K
MWM
3128
Manske Wealth Management
Texas
$231K +$6.1K +50 +3%
DWM
3129
Daner Wealth Management
Georgia
$230K +$234K +1,920 New
FCCM
3130
First City Capital Management
Georgia
$230K
EC
3131
Eaton-Cambridge
Arizona
$230K +$1.22K +10 +0.5%
LNB
3132
Ledyard National Bank
$230K +$6.1K +50 +3%
VCM
3133
Viewpoint Capital Management
Washington
$229K -$4.88K -40 -2%
VBFP
3134
Valtinson Bruner Financial Planning
Minnesota
$228K
FEM
3135
Fulcrum Equity Management
Texas
$228K -$2.44K -20 -1%
GWM
3136
Greenhouse Wealth Management
Connecticut
$228K
CWM
3137
Cahaba Wealth Management
Georgia
$228K +$28.1K +230 +14%
SCP
3138
Stevens Capital Partners
Nebraska
$227K +$232K +1,900 New
AWP
3139
Abacus Wealth Partners
California
$227K -$31.7K -260 -12%
MA
3140
MBA Advisors
Pennsylvania
$227K
AWM
3141
Apex Wealth Management
New Hampshire
$227K +$12.2K +100 +6%
SPAS
3142
Spectrum Planning & Advisory Services
California
$227K +$231K +1,890 New
MWA
3143
Medallion Wealth Advisors
Connecticut
$225K +$7.32K +60 +3%
OIS
3144
Okabena Investment Services
Minnesota
$225K +$13.4K +110 +6%
AT
3145
Avalon Trust
New Mexico
$224K +$87.9K +720 +63%
AC
3146
ASB Consultores
Florida
$224K -$882K -7,230 -79%
CIA
3147
Cape Investment Advisory
Georgia
$224K -$47.6K -390 -17%
EWA
3148
Encompass Wealth Advisors
Oregon
$224K -$20.7K -170 -8%
BF
3149
Baring Financial
Washington
$224K -$1.22K -10 -0.5%
CA
3150
Centerpoint Advisors
Massachusetts
$224K +$63.5K +520 +39%