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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2501
Stirlingshire Investments
New York
$215K +$218K +8,639 New
AFAS
2502
Acorn Financial Advisory Services
Virginia
$215K -$4.29K -170 -2%
PIFP
2503
Partners in Financial Planning
Virginia
$214K – – –
LAS
2504
Lloyd Advisory Services
Georgia
$214K -$3.15K -125 -1%
AAS
2505
Annex Advisory Services
Wisconsin
$214K +$217K +8,597 New
NAMNJ
2506
NorthStar Asset Management (New Jersey)
New Jersey
$214K -$8.32K -330 -4%
IFPG
2507
Intrepid Financial Planning Group
Indiana
$213K – – –
LF
2508
Lighthouse Financial
Florida
$213K -$7.57K -300 -3%
MCM
2509
Maple Capital Management
Vermont
$213K -$74K -2,936 -26%
PIMG
2510
Patriot Investment Management Group
Tennessee
$213K -$143K -5,653 -40%
WSFG
2511
Wall Street Financial Group
Illinois
$213K +$6.91K +274 +3%
BEC
2512
Blue Edge Capital
Virginia
$212K +$215K +8,514 New
BAM
2513
Broyhill Asset Management
North Carolina
$212K – – –
FP
2514
Fiduciary Planning
Florida
$212K +$757 +30 +0.4%
MCIA
2515
Mountain Capital Investment Advisors
Colorado
$211K -$202 -8 -0.1%
MAG
2516
MRA Advisory Group
New Jersey
$211K -$252 -10 -0.1%
MWM
2517
Maridea Wealth Management
New York
$210K -$34.4K -1,364 -14%
FCAS
2518
First Command Advisory Services
Texas
$210K -$11K -436 -5%
ACM
2519
Arcataur Capital Management
Wisconsin
$210K +$2.77K +110 +1%
TA
2520
TPG Advisors
Illinois
$209K +$212K +8,410 New
CC
2521
Cultivar Capital
Texas
$209K +$212K +8,401 New
AP
2522
Appleton Partners
Massachusetts
$209K -$1.03K -41 -0.5%
BWM
2523
BAM Wealth Management
Colorado
$208K +$211K +8,372 New
Kayne Anderson Rudnick Investment Management
2524
Kayne Anderson Rudnick Investment Management
California
$208K -$706 -28 -0.3%
BFPW
2525
BOK Financial Private Wealth
Colorado
$208K -$11.3K -450 -5%