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Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
501
Analyst IMS Investment Management Services
Israel
$289K
TCOV
502
Trust Company of Vermont
Vermont
$287K +$27.1K +500 +11%
JWCA
503
J.W. Cole Advisors
Florida
$286K +$280K +5,165 New
LFA
504
Legacy Financial Advisors
Kentucky
$285K +$278K +5,144 New
FLPIM
505
F.L. Putnam Investment Management
Massachusetts
$283K -$217 -4 -0.1%
TFA
506
Transamerica Financial Advisors
Florida
$283K -$35.5K -656 -11%
NCFG
507
New Century Financial Group
New Jersey
$282K -$14.8K -273 -5%
PS
508
Planned Solutions
California
$281K
CF
509
Centaurus Financial
California
$281K +$56.1K +1,037 +26%
BB
510
Berkshire Bank
Massachusetts
$280K +$47.6K +879 +21%
HI
511
Harrington Investments
California
$277K -$4.6K -85 -2%
GBT
512
Grove Bank & Trust
Florida
$277K
ZF
513
Zhang Financial
Michigan
$277K
KOC
514
Koss-Olinger Consulting
Florida
$275K +$269K +4,962 New
CH
515
Cromwell Holdings
Wyoming
$272K
PWAM
516
Pinnacle West Asset Management
Wyoming
$272K +$16.2K +300 +7%
CFG
517
Certior Financial Group
Pennsylvania
$272K +$9.31K +172 +4%
C
518
Certuity
Florida
$272K +$16.6K +307 +7%
BJL
519
Brighton Jones LLC
Washington
$271K -$28.8K -532 -10%
MW
520
Maia Wealth
Colorado
$269K -$56.3K -1,040 -17%
APF
521
Alaska Permanent Fund
Alaska
$269K
HSA
522
HBK Sorce Advisory
Pennsylvania
$266K +$28.8K +532 +12%
EWA
523
EP Wealth Advisors
California
$265K -$59.3K -1,096 -19%
PCS
524
Personal CFO Solutions
New Jersey
$264K +$258K +4,761 New
IIC
525
Integrated Investment Consultants
Michigan
$264K