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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
5726
Compass Wealth Management
Connecticut
$299K +$307K +1,494 New
VDBMI
5727
Van Den Berg Management I
Texas
$297K -$15.4K -75 -5%
TCOK
5728
Trust Company of Kansas
Kansas
$297K -$74K -360 -20%
LSC
5729
Lesa Sroufe & Co
Washington
$297K +$206 +1 +0.1%
FEG
5730
Fund Evaluation Group
Ohio
$297K +$26.5K +129 +10%
WW
5731
Wright Wealth
Georgia
$296K +$38.4K +187 +14%
SL
5732
SWF LLC
Nebraska
$294K -$7.2K -35 -2%
KIA
5733
Koenig Investment Advisory
Oregon
$294K -$2.26K -11 -0.7%
WAN
5734
Wealth Advisors Northwest
Oregon
$294K +$302K +1,470 New
AFA
5735
Alpha Financial Advisors
North Carolina
$294K -$15.4K -75 -5%
PA
5736
Persium Advisors
Georgia
$293K +$10.3K +50 +4%
PHWA
5737
Petersen Hastings Wealth Advisors
Washington
$293K +$12.3K +60 +4%
CWA
5738
Cornerstone Wealth Advisors
Minnesota
$291K +$20.6K +100 +7%
LWMT
5739
Legacy Wealth Management (Tennessee)
Tennessee
$291K -$14K -68 -4%
BFA
5740
Bridgelight Financial Advisors
Connecticut
$291K -$37K -180 -11%
Pzena Investment Management
5741
Pzena Investment Management
New York
$289K +$297K +1,445 New
IIL
5742
Insight Inv LLC
California
$289K +$1.85K +9 +0.6%
VERPA
5743
Virginia Estate & Retirement Planning Advisors
Virginia
$287K – – –
TF
5744
Theory Financial
Colorado
$287K +$8.22K +40 +3%
DRP
5745
Decker Retirement Planning
Utah
$286K +$71.8K +349 +32%
XFP
5746
Xena Financial Planning
Oregon
$286K – – –
PFS
5747
Paller Financial Services
Colorado
$285K +$293K +1,425 New
FF
5748
Fairway Financial
Florida
$284K +$411 +2 +0.1%
RF
5749
RetireMitten Financial
Michigan
$284K +$18.5K +90 +7%
SFP
5750
Strategic Financial Partners
Oregon
$283K -$113K -550 -28%