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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2226
TrinityPoint Wealth
Connecticut
$420K
MOS
2227
MGO One Seven
Ohio
$420K +$8.1K +57 +2%
ECAM
2228
East Coast Asset Management
Massachusetts
$419K -$28.7K -202 -7%
AFIA
2229
America First Investment Advisors
Nebraska
$418K
LD
2230
Lipe & Dalton
New York
$418K
TWI
2231
Thomas White International
Illinois
$418K
TWP
2232
Tempus Wealth Planning
California
$418K +$20.8K +146 +5%
SA
2233
SL Advisors
New Jersey
$417K -$40.1K -282 -9%
JFA
2234
Johanson Financial Advisors
California
$417K
Financial Engines Advisors
2235
Financial Engines Advisors
California
$417K +$18.1K +127 +5%
PTC
2236
Provident Trust Company
Wisconsin
$415K
PD
2237
Planning Directions
Pennsylvania
$414K +$21.3K +150 +6%
HCA
2238
Heck Capital Advisors
Wisconsin
$410K -$284 -2 -0.1%
EIG
2239
Ellenbecker Investment Group
Wisconsin
$409K -$43.5K -306 -10%
OCM
2240
Orion Capital Management
California
$409K +$392K +2,755 New
SC
2241
Steph & Co
Wisconsin
$408K
TWM
2242
Tradition Wealth Management
Minnesota
$408K +$391K +2,749 New
CFA
2243
Cahill Financial Advisors
Minnesota
$408K +$391K +2,751 New
GLA
2244
Good Life Advisors
Pennsylvania
$405K +$20.6K +145 +6%
FA
2245
Financial Advisors
Massachusetts
$405K +$65.8K +463 +20%
EGM
2246
Engineers Gate Manager
New York
$405K +$388K +2,730 New
FMN
2247
Financial Management Network
California
$403K +$406K +2,854 New
CCFM
2248
Clear Creek Financial Management
Washington
$401K +$384K +2,704 New
D
2249
Diversified
Delaware
$399K +$409K +2,875 New
LDFR
2250
Lehman & Derafelo Financial Resources
Pennsylvania
$398K