Name Holding Trade Value Shares
Change
Change in
Stake
CAIM
5226
Catherine Avery Investment Management
Florida
$263K -$214K -1,225 -46%
CWA
5227
Cornerstone Wealth Advisors
Minnesota
$262K – – –
SL
5228
SWF LLC
Nebraska
$262K +$245K +1,406 New
TWM
5229
Tumwater Wealth Management
Idaho
$262K – – –
IIL
5230
Insight Inv LLC
California
$261K -$74.1K -425 -23%
RG
5231
Renaissance Group
Kentucky
$261K -$209K -1,200 -46%
JAIC
5232
Josh Arnold Investment Consultant
Minnesota
$261K +$244K +1,400 New
DP
5233
Divergent Planning
Maryland
$259K +$241K +1,383 New
CSI
5234
Clark & Stuart Inc
Maine
$259K – – –
SFP
5235
Sherwood Financial Partners
California
$259K – – –
HJIM
5236
Henry James International Management
New York
$259K +$242K +1,389 New
TFP
5237
Triune Financial Partners
Kansas
$259K +$2.27K +13 +0.9%
GWA
5238
Genesis Wealth Advisors
Massachusetts
$258K +$241K +1,385 New
ES
5239
ETF Store
Kansas
$258K +$15K +86 +7%
FA
5240
Fortis Advisors
Pennsylvania
$258K -$2.96K -17 -1%
ZRP
5241
Zynergy Retirement Planning
New Jersey
$257K +$174 +1 +0.1%
RWRC
5242
R.W. Roge & Company
New York
$256K +$240K +1,376 New
WFS
5243
Walker Financial Services
Kentucky
$256K -$39.7K -228 -14%
LCG
5244
Lynx Capital Group
Ohio
$254K +$174 +1 +0.1%
FF
5245
Fairway Financial
Florida
$254K – – –
MFG
5246
Mustico Financial Group
New York
$254K – – –
WFS
5247
Weitzel Financial Services
Iowa
$254K – – –
WA
5248
Wasatch Advisors
Utah
$254K +$5.4K +31 +2%
NPAN
5249
Northeast Planning Associates NH
New Hampshire
$253K – – –
SCA
5250
Sander Capital Advisors
Washington
$253K – – –