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Name Holding Trade Value Shares
Change
Change in
Stake
A
2051
AJOVista
Massachusetts
$200K
EG
2052
Ellerson Group
Maryland
$200K -$5.29K -304 -3%
CFGA
2053
Cambridge Financial Group (Arizona)
Arizona
$199K
BOH
2054
Bank of Hawaii
Hawaii
$198K +$181K +10,382 New
JWCA
2055
J.W. Coons Advisors
Ohio
$198K
EL
2056
EWA LLC
Pennsylvania
$198K +$189K +10,877 New
PWM
2057
Palumbo Wealth Management
New York
$198K +$2.69K +155 +2%
WBC
2058
West Branch Capital
Massachusetts
$198K -$5.3K -305 -3%
GIM
2059
Greylin Investment Management
Virginia
$198K
MA
2060
MKT Advisors
California
$198K -$15.9K -915 -8%
Legacy Financial Group (Iowa)
2061
Legacy Financial Group (Iowa)
Iowa
$197K -$26.2K -1,506 -13%
OS
2062
Objectivity Squared
South Carolina
$197K
MFT
2063
Moisand Fitzgerald Tamayo
Florida
$197K -$3.04K -175 -2%
RA
2064
Rodgers & Associates
Pennsylvania
$197K +$2.47K +142 +1%
MWM
2065
Melfa Wealth Management
Massachusetts
$196K +$178K +10,263 New
MAWCM
2066
Mine & Arao Wealth Creation & Management
California
$195K
CWA
2067
CJM Wealth Advisers
Virginia
$195K
IWA
2068
Inspirion Wealth Advisors
Illinois
$195K -$14.2K -818 -7%
RSWA
2069
Robinson Smith Wealth Advisors
Maine
$194K +$177K +10,173 New
PRI
2070
Prepared Retirement Institute
Pennsylvania
$194K +$177K +10,162 New
MWM
2071
MinichMacGregor Wealth Management
New York
$194K +$313 +18 +0.2%
RA
2072
Ruggaard & Associates
Ohio
$194K +$176K +10,144 New
MCM
2073
Manchester Capital Management
Vermont
$194K +$41.5K +2,389 +31%
EIP
2074
Ellis Investment Partners
Pennsylvania
$193K +$176K +10,121 New
ACA
2075
Affinity Capital Advisors
California
$193K +$175K +10,091 New