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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1551
Transform Wealth
Colorado
$239K +$269K +2,890 New
CCA
1552
Conestoga Capital Advisors
Pennsylvania
$238K -$6.05K -65 -2%
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$237K -$1.49K -16 -0.6%
NWP
1554
Northstar Wealth Partners
Connecticut
$236K +$93 +1 +0%
SAS
1555
Stelac Advisory Services
New York
$236K +$96.6K +1,038 +57%
QSS
1556
Quantitative Systematic Strategies
Florida
$235K -$4.44M -47,676 -94%
JFA
1557
JNBA Financial Advisors
Minnesota
$234K
IFG
1558
Investors Financial Group
Minnesota
$234K +$28.8K +310 +12%
SIM
1559
SSI Investment Management
California
$232K -$3.07K -33 -1%
AFAS
1560
Acorn Financial Advisory Services
Virginia
$231K -$117K -1,254 -31%
DOA
1561
D'Orazio & Associates
Virginia
$231K
CAMG
1562
CWA Asset Management Group
Florida
$231K +$259K +2,786 New
MIM
1563
Marco Investment Management
Georgia
$230K +$7.44K +80 +3%
PFM
1564
Parsec Financial Management
North Carolina
$230K +$60.9K +655 +31%
SWA
1565
SFMG Wealth Advisors
Texas
$228K -$1.43M -15,356 -85%
FFA
1566
Fragasso Financial Advisors
Pennsylvania
$228K -$321K -3,446 -56%
WOC
1567
West Oak Capital
California
$227K -$4.65K -50 -2%
CAN
1568
Claraphi Advisory Network
United States
$227K +$57.7K +620 +29%
CYG
1569
Clean Yield Group
Vermont
$226K -$214K -2,301 -46%
MSR
1570
Main Street Research
Connecticut
$226K -$66K -709 -21%
SHA
1571
Seneca House Advisors
Virginia
$226K +$9.58K +103 +4%
IP
1572
Investment Partners
Ohio
$226K +$21.9K +235 +9%
TWA
1573
TCI Wealth Advisors
Arizona
$225K +$30.8K +331 +14%
MCM
1574
Monarch Capital Management
Indiana
$223K
HWA
1575
HHM Wealth Advisors
Tennessee
$223K +$251K +2,700 New