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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2501
LBMC Investment Advisors
Tennessee
$215K +$215K +5,848 New
CWM
2502
Campbell Wealth Management
Virginia
$214K -$9.5K -259 -4%
FC
2503
Fulcrum Capital
Washington
$214K +$213K +5,818 New
WCG
2504
Weaver Consulting Group
California
$213K -$624 -17 -0.3%
JFA
2505
Johanson Financial Advisors
California
$213K +$212K +5,790 New
BA
2506
Bluesphere Advisors
Pennsylvania
$213K +$212K +5,793 New
PP
2507
Patron Partners
Texas
$213K +$213K +5,798 New
DR
2508
Davis Rea
Ontario, Canada
$213K +$213K +5,800 New
DOA
2509
D'Orazio & Associates
Virginia
$212K -$14.9K -406 -7%
PO
2510
Private Ocean
California
$212K +$13.8K +375 +7%
EIG
2511
Ellenbecker Investment Group
Wisconsin
$212K +$212K +5,767 New
NEWAS
2512
N.E.W. Advisory Services
Wisconsin
$211K +$209K +5,700 New
NCM
2513
Neumann Capital Management
California
$209K -$7.41K -202 -3%
NCM
2514
Novare Capital Management
North Carolina
$207K -$31.8K -866 -13%
MPW
2515
Monterey Private Wealth
California
$207K -$14.4K -393 -7%
PFC
2516
Phocas Financial Corp
California
$207K -$11.2K -304 -5%
GWM
2517
Gray Wealth Management
Maine
$207K +$206K +5,609 New
OWA
2518
Opal Wealth Advisors
New York
$207K +$207K +5,631 New
SGI
2519
Summit Global Investments
Utah
$206K -$2.61M -71,185 -93%
SWP
2520
Strategic Wealth Partners
Ohio
$206K -$15K -408 -7%
PCFFS
2521
Pacific Center for Financial Services
California
$206K -$12.9K -352 -6%
TCM
2522
Tufton Capital Management
Maryland
$206K -$11.1K -303 -5%
NIC
2523
Northwest Investment Counselors
Oregon
$205K +$53.5K +1,459 +36%
RRA
2524
Round Rock Advisors
Connecticut
$205K +$205K +5,589 New
ACM
2525
Alethea Capital Management
Washington
$202K -$715K -19,498 -78%