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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2401
Hoey Investments
Pennsylvania
$225K -$4.71K -202 -2%
CP
2402
Castleview Partners
Texas
$225K +$886 +38 +0.4%
CYG
2403
Clean Yield Group
Vermont
$225K -$22.6K -970 -9%
LFA
2404
Laraway Financial Advisors
Minnesota
$223K
VNA
2405
Valley National Advisers
Pennsylvania
$223K -$42.8K -1,835 -17%
HR
2406
Hardy Reed
Mississippi
$223K +$214K +9,180 New
Loomis, Sayles & Company
2407
Loomis, Sayles & Company
Massachusetts
$222K +$18.5K +794 +9%
CFS
2408
Coordinated Financial Services
Colorado
$222K +$9.33K +400 +5%
DHC
2409
Drum Hill Capital
Connecticut
$222K
KLWA
2410
Kelly Lawrence W & Associates
California
$221K
CAM
2411
Clark Asset Management
New Hampshire
$221K +$213K +9,122 New
PFS
2412
Prospect Financial Services
New York
$221K +$3.87K +166 +2%
AA
2413
Armis Advisers
Georgia
$221K +$212K +9,107 New
VAG
2414
VisionPoint Advisory Group
Texas
$220K +$212K +9,083 New
SWG
2415
Summit Wealth Group
Vermont
$220K +$212K +9,087 New
TA
2416
Townsend & Associates
Colorado
$220K -$23.3K -1,001 -10%
PWP
2417
Phillips Wealth Planners
Mississippi
$220K -$103K -4,402 -34%
SFM
2418
Signet Financial Management
New Jersey
$219K +$17.9K +767 +9%
LWM
2419
LJI Wealth Management
Indiana
$219K -$67.1K -2,876 -24%
NAMNJ
2420
NorthStar Asset Management (New Jersey)
New Jersey
$219K -$7.6K -326 -3%
MPM
2421
Meritage Portfolio Management
Kansas
$218K -$101K -4,344 -33%
SAM
2422
S.A. Mason
Michigan
$218K +$22.3K +955 +12%
IFPG
2423
Intrepid Financial Planning Group
Indiana
$218K -$193K -8,258 -48%
HWA
2424
HHM Wealth Advisors
Tennessee
$218K +$7.74K +332 +4%
PWA
2425
Physician Wealth Advisors
Utah
$218K +$8.47K +363 +4%