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Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
1901
Elwood & Goetz Wealth Advisory Group
Georgia
$271K +$58.5K +3,266 +29%
ET
1902
Equitable Trust
Tennessee
$270K -$70.6K -3,945 -21%
EWA
1903
Encompass Wealth Advisors
Oregon
$270K -$5.37K -300 -2%
SFG
1904
Sowa Financial Group
Rhode Island
$269K +$3.1K +173 +1%
BEI
1905
Benjamin Edwards Inc
Missouri
$269K +$17.1K +955 +7%
SPA
1906
Sherbrooke Park Advisers
New York
$269K +$261K +14,600 New
KI
1907
Kula Investments
Illinois
$268K +$275K +15,347 New
MAM
1908
Meeder Asset Management
Ohio
$268K -$1.07M -59,697 -80%
MFP
1909
Meridian Financial Partners
Virginia
$267K +$1.79K +100 +0.7%
PPW
1910
Pasadena Private Wealth
California
$266K +$12.8K +716 +5%
AAMA
1911
Advanced Asset Management Advisors
Ohio
$266K +$89 +5 +0%
PFWA
1912
Paces Ferry Wealth Advisors
Georgia
$266K -$14.2K -794 -5%
DJYG
1913
David J. Yvars Group
Florida
$265K +$18 +1 +0%
SFA
1914
Source Financial Advisors
New York
$265K -$2.31K -129 -0.9%
GWA
1915
GGM Wealth Advisors
Maryland
$265K -$40K -2,236 -14%
MHB
1916
Midwest Heritage Bank
Iowa
$265K -$2.52K -141 -1%
SWP
1917
Semus Wealth Partners
Florida
$264K +$257K +14,341 New
WTFG
1918
Wells Trecaso Financial Group
Ohio
$263K +$716 +40 +0.3%
IP
1919
Intellectus Partners
California
$262K +$626 +35 +0.2%
LSIA
1920
LaSalle St. Investment Advisors
Illinois
$262K +$255K +14,271 New
MMG
1921
Monetary Management Group
Missouri
$262K -$94.9K -5,300 -27%
SSWM
1922
Strait & Sound Wealth Management
California
$261K +$242K +13,503 New
CCM
1923
Compton Capital Management
Rhode Island
$261K -$32.2K -1,801 -11%
LFA
1924
LGT Financial Advisors
Texas
$261K +$253K +14,155 New
SKK
1925
Shepherd Kaplan Krochuk
Massachusetts
$259K