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Name Holding Trade Value Shares
Change
Change in
Stake
JSA
2976
Jacobson & Schmitt Advisors
Wisconsin
$249K
FA
2977
Financial Advisors
Massachusetts
$248K -$57.5K -1,200 -20%
SCM
2978
Stevens Capital Management
Pennsylvania
$248K +$232K +4,836 New
PFA
2979
Peak Financial Advisors
Colorado
$248K +$232K +4,835 New
CAM
2980
Concorde Asset Management
Michigan
$247K +$2.35K +49 +1%
MWM
2981
MBE Wealth Management
Wisconsin
$247K +$9.3K +194 +4%
CCA
2982
Conservest Capital Advisors
Pennsylvania
$247K +$231K +4,815 New
WLIM
2983
White Lighthouse Investment Management
Massachusetts
$246K -$9.59K -200 -4%
RSS
2984
Rosenblum Silverman Sutton
California
$246K -$47.9K -1,000 -17%
CAG
2985
Curtis Advisory Group
California
$246K -$19.2K -400 -8%
PCH
2986
PGIM Custom Harvest
New Jersey
$245K +$230K +4,790 New
DA
2987
Doliver Advisors
Texas
$245K +$229K +4,784 New
PA
2988
Perennial Advisors
New York
$245K -$2.4K -50 -1%
RFO
2989
RiverGlades Family Offices
Florida
$243K +$228K +4,750 New
IWP
2990
Insight Wealth Partners
Texas
$242K
NA
2991
Nottingham Advisors
New York
$241K +$225K +4,701 New
WRPWM
2992
Werba Rubin Papier Wealth Management
California
$241K +$225K +4,701 New
TFP
2993
Triune Financial Partners
Kansas
$240K -$38.1K -794 -14%
HNWA
2994
Henrickson Nauta Wealth Advisors
Michigan
$240K -$623 -13 -0.3%
ICP
2995
Interchange Capital Partners
Pennsylvania
$239K -$65.9K -1,375 -23%
SA
2996
Syntax Advisors
New York
$239K -$33.5K -699 -13%
VCG
2997
Vantage Consulting Group
Virginia
$239K -$33.5K -699 -13%
AF
2998
Affiance Financial
Minnesota
$239K +$224K +4,669 New
FPTW
2999
Franklin, Parlapiano, Turner & Welch
Texas
$238K
MAM
3000
Marotta Asset Management
Virginia
$238K