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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
2101
Hurlow Wealth Management Group
Indiana
$538K – – –
SIA
2102
Soltis Investment Advisors
Utah
$538K +$9.6K +62 +2%
CWM
2103
Connecticut Wealth Management
Connecticut
$538K +$134K +867 +32%
LWM
2104
Liberty Wealth Management
California
$537K +$95.5K +617 +21%
VI
2105
Versor Investments
New York
$536K -$223K -1,439 -29%
CAM
2106
Cubic Asset Management
Massachusetts
$536K – – –
FC
2107
Financial Council
Maryland
$536K +$552K +3,565 New
CWC
2108
Carolinas Wealth Consulting
North Carolina
$534K -$113K -729 -17%
Financial Engines Advisors
2109
Financial Engines Advisors
California
$534K +$91.9K +594 +20%
EBA
2110
Eagle Bay Advisors
New York
$534K +$172K +1,113 +46%
CAM
2111
Covenant Asset Management
New Jersey
$533K -$48.9K -316 -8%
HSWM
2112
Hubbell Strickland Wealth Management
Louisiana
$530K -$7.89K -51 -1%
MPPLM
2113
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$529K +$8.2K +53 +2%
GFP
2114
Gryphon Financial Partners
Ohio
$528K -$32.7K -211 -6%
ZAM
2115
Zevin Asset Management
Massachusetts
$528K +$4.33K +28 +0.8%
Wealth Enhancement Advisory Services
2116
Wealth Enhancement Advisory Services
Minnesota
$528K +$15.9K +103 +3%
TWI
2117
Thomas White International
Illinois
$526K – – –
OL
2118
Optas LLC
Texas
$524K -$35.1K -227 -6%
VCM
2119
Versant Capital Management
Arizona
$522K -$5.73K -37 -1%
BFS
2120
Bickling Financial Services
Massachusetts
$521K -$59.4K -384 -10%
CIP
2121
Convergence Investment Partners
Florida
$521K +$14.1K +91 +3%
RIM
2122
Rockbridge Investment Management
New York
$520K -$9.44K -61 -2%
CBT
2123
Central Bank & Trust
Kentucky
$519K -$7.28K -47 -1%
CWAG
2124
Compton Wealth Advisory Group
Virginia
$518K -$35K -226 -6%
CHA
2125
Cooper/Haims Advisors
New York
$516K -$38.7K -250 -7%