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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
5726
Moller Wealth Partners
$238K +$30.3K +165 +14%
CWA
5727
Cornerstone Wealth Advisors
Minnesota
$236K +$9.17K +50 +4%
HHRDM
5728
H&H Retirement Design & Management
Nevada
$236K +$219K +1,191 New
Fund Evaluation Group
5729
Fund Evaluation Group
Ohio
$236K – – –
SCA
5730
Sander Capital Advisors
Washington
$236K – – –
RFA
5731
RTD Financial Advisors
Pennsylvania
$236K -$44.8K -244 -15%
LCG
5732
Lynx Capital Group
Ohio
$236K -$2.02K -11 -0.8%
SC
5733
Searle & Co
Connecticut
$235K -$22K -120 -8%
ACA
5734
Ackerman Capital Advisors
Texas
$235K +$5.14K +28 +2%
TBNY
5735
Trustco Bank (New York)
New York
$235K +$3.67K +20 +2%
AFG
5736
Altiora Financial Group
Ohio
$233K – – –
MCFP
5737
Mallini Complete Financial Planning
Florida
$233K – – –
FA
5738
Fortis Advisors
Pennsylvania
$232K -$5.32K -29 -2%
HA
5739
Heartland Advisors
Wisconsin
$232K +$244K +1,330 New
PVM
5740
Palogic Value Management
Texas
$232K +$244K +1,330 New
PFM
5741
Patton Fund Management
Texas
$232K +$20.2K +110 +9%
RF
5742
RetireMitten Financial
Michigan
$232K +$244K +1,329 New
MAM
5743
Mullooly Asset Management
New Jersey
$231K – – –
TP
5744
Trailhead Planners
Minnesota
$231K -$32.3K -176 -12%
HWM
5745
Horizons Wealth Management
North Carolina
$230K – – –
SCFS
5746
Stewardship Concepts Financial Services
Washington
$229K +$240K +1,310 New
WDL
5747
Well Done LLC
Michigan
$227K -$365K -1,991 -61%
WW
5748
Wright Wealth
Georgia
$226K -$402K -2,189 -63%
AWM
5749
Absher Wealth Management
North Carolina
$225K -$36.7K -200 -13%
AFTS
5750
American Financial & Tax Strategies
New York
$225K – – –