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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
2051
Paragon Capital Management (Kansas)
Kansas
$201K -$9.11K -524 -5%
FUBT
2052
First United Bank & Trust
Maryland
$200K -$5.39K -310 -3%
A
2053
AJOVista
Massachusetts
$200K – – –
EG
2054
Ellerson Group
Maryland
$200K -$5.29K -304 -3%
CFGA
2055
Cambridge Financial Group (Arizona)
Arizona
$199K – – –
BOH
2056
Bank of Hawaii
Hawaii
$198K +$181K +10,382 New
JWCA
2057
J.W. Coons Advisors
Ohio
$198K – – –
EL
2058
EWA LLC
Pennsylvania
$198K +$189K +10,877 New
PWM
2059
Palumbo Wealth Management
New York
$198K +$2.69K +155 +2%
WBC
2060
West Branch Capital
Massachusetts
$198K -$5.3K -305 -3%
GIM
2061
Greylin Investment Management
Virginia
$198K – – –
MA
2062
MKT Advisors
California
$198K -$15.9K -915 -8%
Legacy Financial Group (Iowa)
2063
Legacy Financial Group (Iowa)
Iowa
$197K -$26.2K -1,506 -13%
OS
2064
Objectivity Squared
South Carolina
$197K – – –
MFT
2065
Moisand Fitzgerald Tamayo
Florida
$197K -$3.04K -175 -2%
RA
2066
Rodgers & Associates
Pennsylvania
$197K +$2.47K +142 +1%
MWM
2067
Melfa Wealth Management
Massachusetts
$196K +$178K +10,263 New
MAWCM
2068
Mine & Arao Wealth Creation & Management
California
$195K – – –
CWA
2069
CJM Wealth Advisers
Virginia
$195K – – –
IWA
2070
Inspirion Wealth Advisors
Illinois
$195K -$14.2K -818 -7%
RSWA
2071
Robinson Smith Wealth Advisors
Maine
$194K +$177K +10,173 New
PRI
2072
Prepared Retirement Institute
Pennsylvania
$194K +$177K +10,162 New
MWM
2073
MinichMacGregor Wealth Management
New York
$194K +$313 +18 +0.2%
RA
2074
Ruggaard & Associates
Ohio
$194K +$176K +10,144 New
MCM
2075
Manchester Capital Management
Vermont
$194K +$41.5K +2,389 +31%