Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2401
N.E.W. Advisory Services
Wisconsin
$260K +$40.1K +1,508 +19%
MWA
2402
MN Wealth Advisors
Kansas
$260K -$1.6K -60 -0.6%
7WCP
2403
71 West Capital Partners
Massachusetts
$260K -$47.1K -1,770 -16%
AFG
2404
Artesa Financial Group
Texas
$260K +$745 +28 +0.3%
PFA
2405
Portland Financial Advisors
New York
$259K +$7.99K +300 +3%
BEC
2406
Blue Edge Capital
Virginia
$259K +$18.9K +711 +8%
PAMG
2407
Patton Albertson Miller Group
Tennessee
$259K -$237K -8,909 -49%
FFA
2408
Florida Financial Advisors
Florida
$259K -$148K -5,549 -38%
Loomis, Sayles & Company
2409
Loomis, Sayles & Company
Massachusetts
$258K +$52.1K +1,958 +27%
FOA
2410
Five Oceans Advisors
California
$258K +$5.54K +208 +2%
BWFA
2411
Baltimore-Washington Financial Advisors
Maryland
$258K -$35.6K -1,337 -13%
OC
2412
Optima Capital
Oregon
$258K -$31.4K -1,181 -11%
BIA
2413
Bigelow Investment Advisors
Maine
$258K -$11.4K -430 -4%
CA
2414
Carson Advisory
Georgia
$258K -$3.62K -136 -1%
AIM
2415
Alhambra Investment Management
Florida
$257K -$7.93K -298 -3%
ACA
2416
Affinity Capital Advisors
California
$257K +$244K +9,163 New
MWM
2417
Mattern Wealth Management
Kansas
$257K – – –
JMA
2418
J.M. Arbour
Maine
$257K +$9.35K +351 +4%
RIG
2419
Renaissance Investment Group
Massachusetts
$257K -$53.2K -2,000 -18%
NCTC
2420
New Covenant Trust Company
Indiana
$256K +$30.2K +1,133 +14%
KLWA
2421
Kelly Lawrence W & Associates
California
$256K – – –
EFP
2422
Elser Financial Planning
Indiana
$256K +$772 +29 +0.3%
IIM
2423
Ipswich Investment Management
Massachusetts
$256K – – –
ETS
2424
ESL Trust Services
New York
$256K -$6.66K -250 -3%
HAS
2425
HBW Advisory Services
California
$255K +$7.77K +292 +3%