Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2601
Stokes Capital Advisors
South Carolina
$212K – – –
NRI
2602
NFP Retirement Inc
California
$211K +$213K +7,306 New
NIWA
2603
New Insight Wealth Advisors
California
$211K -$70K -2,399 -25%
HGERS
2604
Householder Group Estate & Retirement Specialist
Arizona
$211K -$50.9K -1,744 -19%
LWA
2605
Ledgewood Wealth Advisors
New Hampshire
$210K +$117 +4 +0.1%
LWM
2606
Liberty Wealth Management
California
$210K -$518K -17,769 -71%
MCM
2607
MV Capital Management
Maryland
$210K +$12.1K +414 +6%
GHA
2608
Granite Harbor Advisors
Texas
$209K +$211K +7,236 New
FCM
2609
Firestone Capital Management
Florida
$209K +$211K +7,227 New
BGAI
2610
Bruce G. Allen Investments
Colorado
$209K -$35.7K -1,224 -14%
ARG
2611
Advisory Resource Group
Oklahoma
$209K -$41.7K -1,429 -17%
HCA
2612
Horan Capital Advisors
Ohio
$209K – – –
SP
2613
Stonebrook Private
Michigan
$208K +$210K +7,202 New
AIIMS
2614
Analyst IMS Investment Management Services
Israel
$208K – – –
DOA
2615
D'Orazio & Associates
Virginia
$207K -$11.3K -389 -5%
FZCM
2616
Flynn Zito Capital Management
New York
$207K -$186K -6,383 -47%
RLWM
2617
RF&L Wealth Management
Massachusetts
$206K +$208K +7,120 New
PCM
2618
Princeton Capital Management
New Jersey
$206K -$280K -9,582 -57%
FCFC
2619
First Commonwealth Financial Corp
Pennsylvania
$206K -$9.86K -338 -5%
CPWA
2620
Cerro Pacific Wealth Advisors
California
$205K – – –
HIM
2621
Hanlon Investment Management
New Jersey
$205K +$207K +7,089 New
CWM
2622
Chesapeake Wealth Management
Virginia
$204K +$205K +7,031 New
GDP
2623
Great Diamond Partners
Maine
$203K +$205K +7,031 New
FNWA
2624
Financial Network Wealth Advisors
Utah
$203K -$42.8K -1,466 -17%
DSN
2625
D. Scott Neal
Kentucky
$203K +$205K +7,029 New