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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
2551
Contravisory Investment Management
Massachusetts
$440K -$42.9K -1,560 -9%
NEWAS
2552
N.E.W. Advisory Services
Wisconsin
$439K +$44.9K +1,630 +12%
SWIM
2553
Smallwood Wealth Investment Management
New Jersey
$439K +$411K +14,930 New
MWM
2554
MorganRosel Wealth Management
Colorado
$438K -$50.1K -1,820 -11%
Facet Wealth Inc
2555
Facet Wealth Inc
Maryland
$437K +$55.9K +2,030 +16%
NGA
2556
Naples Global Advisors
Florida
$437K +$120K +4,350 +41%
Vaughan David Investments
2557
Vaughan David Investments
Illinois
$436K – – –
PIA
2558
Pinion Investment Advisors
Kansas
$436K +$52.6K +1,910 +15%
WWG
2559
West Wealth Group
California
$434K +$406K +14,760 New
EI
2560
Ellevest Inc
New York
$433K -$275 -10 -0.1%
AGP
2561
Autumn Glory Partners
Texas
$433K +$406K +14,750 New
Charles Schwab Investment Advisory
2562
Charles Schwab Investment Advisory
California
$432K -$30.8K -1,120 -7%
BWA
2563
Bordeaux Wealth Advisors
California
$432K +$404K +14,680 New
ARG
2564
Advisory Resource Group
Oklahoma
$431K -$10.2K -370 -2%
CA
2565
Carson Advisory
Georgia
$429K +$402K +14,600 New
FA
2566
Fermata Advisors
California
$428K -$47.9K -1,740 -11%
FI
2567
Financial Insights
Washington
$428K – – –
OTL
2568
Oak Thistle LLC
New York
$428K +$401K +14,570 New
MCM
2569
Mengis Capital Management
Oregon
$427K -$3.3K -120 -0.8%
EverSource Wealth Advisors
2570
EverSource Wealth Advisors
Alabama
$427K +$399K +14,500 New
GF
2571
Gries Financial
Ohio
$426K +$825 +30 +0.2%
RZH
2572
Relyea Zuckerberg Hanson
Connecticut
$426K +$85.6K +3,110 +21%
LTI
2573
Laffer Tengler Investments
Tennessee
$426K – – –
ACM
2574
Anfield Capital Management
California
$425K +$46.5K +1,690 +13%
YWS
2575
Yarger Wealth Strategies
Ohio
$425K +$398K +14,460 New