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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
3026
Tandem Investment Advisors
South Carolina
$239K -$28.5K -165 -10%
PFM
3027
Phillips Financial Management
Indiana
$238K +$25.2K +146 +11%
CFG
3028
Compton Financial Group
Maryland
$238K +$1.38K +8 +0.6%
HWM
3029
Horizon Wealth Management
Illinois
$237K -$50.6K -293 -17%
LFP
3030
Lakeshore Financial Planning
Michigan
$237K +$1.21K +7 +0.5%
WMP
3031
Wealth Management Partners
Arizona
$236K – – –
AIP
3032
Almanack Investment Partners
Pennsylvania
$235K +$6.56K +38 +3%
TFA
3033
Teamwork Financial Advisors
Texas
$235K -$15.7K -91 -6%
HCP
3034
Holt Capital Partners
Texas
$235K – – –
SN
3035
Sittner & Nelson
Oregon
$235K -$129K -750 -35%
CS
3036
Capital Square
Tennessee
$234K +$37.6K +218 +19%
Legacy Financial Group (Iowa)
3037
Legacy Financial Group (Iowa)
Iowa
$234K – – –
SWA
3038
Safir Wealth Advisors
New Hampshire
$233K – – –
WFA
3039
Websterrogers Financial Advisors
South Carolina
$233K +$3.62K +21 +2%
AL
3040
ACAS LLC
California
$232K – – –
MKW
3041
Mullaney, Keating & Wright
Connecticut
$232K +$243K +1,408 New
BC
3042
Barrett & Company
Rhode Island
$232K – – –
DFA
3043
DHK Financial Advisors
New Hampshire
$231K +$242K +1,403 New
TCMP
3044
Thrive Capital Management (Pennsylvania)
Pennsylvania
$231K +$242K +1,403 New
LFA
3045
Legend Financial Advisors
Pennsylvania
$231K -$1.73K -10 -0.7%
BCAM
3046
Boston Common Asset Management
Massachusetts
$231K – – –
DFC
3047
DBK Financial Counsel
Ohio
$231K – – –
JSA
3048
Jacobson & Schmitt Advisors
Wisconsin
$231K +$242K +1,400 New
PIFP
3049
Partners in Financial Planning
Virginia
$231K – – –
WCM Investment Management
3050
WCM Investment Management
California
$230K +$239K +1,382 New