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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2276
Renasant Bank
Mississippi
$284K -$33.4K -2,110 -8%
NRW
2277
Nova R Wealth
Kansas
$283K +$158 +10 +0%
LFS
2278
Legacy Financial Strategies
Kansas
$283K +$106K +6,730 +41%
KWM
2279
Kolinsky Wealth Management
New Jersey
$282K -$135K -8,540 -27%
SEP
2280
Southland Equity Partners
Missouri
$282K -$51.4K -3,250 -12%
WP
2281
WealthSpring Partners
California
$282K +$367K +23,220 New
EM
2282
Excalibur Management
Massachusetts
$280K -$181K -11,420 -33%
RBCM
2283
Raub Brock Capital Management
California
$280K – – –
MC
2284
Merlin Capital
Rhode Island
$279K +$21K +1,330 +6%
TFA
2285
Transamerica Financial Advisors
Florida
$278K -$664K -41,980 -65%
MWM
2286
Merriman Wealth Management
Washington
$278K -$67.3K -4,260 -16%
BFM
2287
Boston Financial Management
Massachusetts
$275K +$11.4K +720 +3%
SCFS
2288
S.C. Financial Services
Arizona
$274K +$2.85K +180 +0.8%
VCM
2289
Vivaldi Capital Management
Illinois
$273K -$38.1K -2,410 -10%
FCM
2290
Fourpath Capital Management
Oklahoma
$272K -$36.8K -2,330 -9%
IWA
2291
IVC Wealth Advisors
Pennsylvania
$272K -$14.1K -890 -4%
C
2292
Covestor
United Kingdom
$272K +$15.2K +960 +4%
LA
2293
Legacy Advisors
Pennsylvania
$271K +$123K +7,760 +53%
CAM
2294
Columbia Asset Management
Michigan
$270K +$6.32K +400 +2%
EIA
2295
Edgemoor Investment Advisors
Maryland
$269K – – –
APA
2296
Astoria Portfolio Advisors
New York
$269K +$52.8K +3,340 +18%
LFA
2297
Lauterbach Financial Advisors
Texas
$268K +$349K +22,050 New
SL
2298
Summitry LLC
California
$268K +$349K +22,050 New
AFM
2299
Andesa Financial Management
Pennsylvania
$267K -$43K -2,720 -11%
CG
2300
Castellan Group
Kentucky
$267K -$23.4K -1,480 -6%
90 91
92
93 94