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Name Holding Trade Value Shares
Change
Change in
Stake
SM
2476
Sweeney & Michel
California
$243K +$238K +8,566 New
CMS
2477
Capital Market Strategies
Florida
$243K -$95.8K -3,451 -28%
EP
2478
Edgestream Partners
New Jersey
$243K +$243K +8,755 New
SPFA
2479
Summit Place Financial Advisors
New Jersey
$243K
VCG
2480
Vantage Consulting Group
Virginia
$242K +$16.5K +594 +7%
HR
2481
Hardy Reed
Mississippi
$242K -$6.55K -236 -3%
PS
2482
Portfolio Strategies
New York
$242K +$242K +8,729 New
EGA
2483
Eagle Global Advisors
Texas
$242K -$28.4K -1,025 -11%
MTC
2484
McDaniel Terry & Co
Texas
$242K +$241K +8,703 New
WCM
2485
WealthBridge Capital Management
Ohio
$242K -$24.5K -884 -9%
BIM
2486
Barton Investment Management
Pennsylvania
$241K
TCOK
2487
Trust Company of Kansas
Kansas
$241K -$55.9K -2,015 -19%
LF
2488
LifePlan Financial
Minnesota
$241K -$5.33K -192 -2%
SWM
2489
Sterling Wealth Management
Illinois
$240K
CWM
2490
Cahaba Wealth Management
Georgia
$240K -$32.8K -1,181 -12%
KGC
2491
Kennon-Green & Company
Ohio
$240K +$22.3K +804 +10%
SF
2492
Symphony Financial
Texas
$239K -$604K -21,764 -72%
BBA
2493
Braun-Bostich & Associates
Pennsylvania
$239K -$40.4K -1,455 -14%
FPCP
2494
Fort Point Capital Partners
California
$239K +$239K +8,627 New
PFWA
2495
Paces Ferry Wealth Advisors
Georgia
$239K +$239K +8,627 New
MWM
2496
Mascoma Wealth Management
New Hampshire
$239K -$134K -4,819 -36%
LWM
2497
Lodestone Wealth Management
Washington
$239K -$39.8K -1,436 -14%
NAMNJ
2498
NorthStar Asset Management (New Jersey)
New Jersey
$239K +$8.02K +289 +3%
CST
2499
Charles Schwab Trust
Nevada
$238K -$537K -19,358 -69%
AA
2500
Addison Advisors
Vermont
$238K -$20.6K -744 -8%