Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2551
Avity Investment Management
Connecticut
$218K – – –
XS
2552
XR Securities
Illinois
$218K +$215K +7,794 New
SFC
2553
Swisher Financial Concepts
Ohio
$218K -$14.1K -512 -6%
HFAS
2554
Hummer Financial Advisory Services
Illinois
$218K -$2.75K -100 -1%
THL
2555
Tillman Hartley LLC
Colorado
$218K – – –
LF
2556
Lee Financial
Texas
$218K +$214K +7,776 New
MFT
2557
Moisand Fitzgerald Tamayo
Florida
$217K – – –
4WM
2558
49 Wealth Management
Texas
$217K -$2.73K -99 -1%
LCM
2559
Liberty Capital Management
Michigan
$216K +$14.3K +521 +7%
SI
2560
Saxon Interests
Texas
$216K -$3.39K -123 -2%
EGA
2561
Eagle Global Advisors
Texas
$216K -$27.6K -1,002 -11%
SIG
2562
Spinnaker Investment Group
California
$216K +$212K +7,708 New
RA
2563
Rational Advisors
New York
$216K +$212K +7,705 New
WWP
2564
Walden Wealth Partners
Ohio
$215K -$826 -30 -0.4%
AAS
2565
Asset Allocation Strategies
Michigan
$215K -$174K -6,323 -45%
SFG
2566
Sunburst Financial Group
Alabama
$215K -$12.1K -438 -5%
EA
2567
Everpar Advisors
Oklahoma
$214K +$211K +7,654 New
AFAS
2568
Acorn Financial Advisory Services
Virginia
$213K +$209K +7,599 New
FDCP
2569
Foster Dykema Cabot & Partners
Massachusetts
$213K -$5.29K -192 -2%
WP
2570
WealthPLAN Partners
Nebraska
$212K -$71.1K -2,582 -25%
AP
2571
Americana Partners
Texas
$212K -$97.1K -3,526 -32%
WCM
2572
WealthBridge Capital Management
Ohio
$211K -$32K -1,164 -13%
DOA
2573
D'Orazio & Associates
Virginia
$211K -$2.31K -84 -1%
WGCA
2574
Wolf Group Capital Advisors
Virginia
$211K +$207K +7,536 New
BA
2575
BCM Advisors
Louisiana
$210K +$189K +6,861 New