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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1926
Spartan Planning & Wealth Management
North Carolina
$236K -$11.7K -116 -5%
GA
1927
Goldstein Advisors
Wisconsin
$236K +$1.91K +19 +0.8%
BCWM
1928
Ball & Co Wealth Management
Tennessee
$236K +$185K +1,836 +386%
ICP
1929
Impact Capital Partners
Colorado
$235K -$6.45K -64 -3%
CFC
1930
Coyle Financial Counsel
Illinois
$235K +$5.44K +54 +2%
CCM
1931
Cohen Capital Management
California
$235K – – –
MO
1932
McMillan Office
Michigan
$235K – – –
AA
1933
Alesco Advisors
New York
$235K +$1.61K +16 +0.7%
ZBNA
1934
Zions Bancorporation, National Association
Utah
$235K -$17.3K -172 -7%
WAS
1935
Wealth Advisory Solutions
Indiana
$234K +$231K +2,291 New
LFP
1936
Lakeshore Financial Planning
Michigan
$234K -$5.34K -53 -2%
SR
1937
Swiss Re
Switzerland
$234K +$203K +2,014 +738%
FMB
1938
Field & Main Bank
Kentucky
$234K -$504 -5 -0.2%
PAM
1939
Pacific Asset Management
Washington
$233K -$4.63K -46 -2%
AFIA
1940
America First Investment Advisors
Nebraska
$233K +$230K +2,280 New
ANB
1941
Amarillo National Bank
Texas
$232K – – –
FA
1942
Faithward Advisors
Pennsylvania
$232K +$228K +2,268 New
BB
1943
Bell Bank
North Dakota
$231K -$140K -1,388 -38%
VNA
1944
Valley National Advisers
Pennsylvania
$230K -$12.1K -120 -5%
CWA
1945
Consilium Wealth Advisory
Texas
$229K -$6.65K -66 -3%
JWA
1946
JFS Wealth Advisors
Pennsylvania
$229K -$5.34K -53 -2%
GWM
1947
GK Wealth Management
Nevada
$228K +$225K +2,232 New
LCAM
1948
London & Capital Asset Management
United Kingdom
$228K +$225K +2,230 New
SFS
1949
Security Financial Services
Indiana
$228K -$2.52K -25 -1%
GWS
1950
Greykasell Wealth Strategies
California
$227K -$1.11K -11 -0.5%
76 77
78
79 80