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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1701
Wambolt & Associates
Colorado
$276K -$14.5K -58 -5%
ACM
1702
Allred Capital Management
Texas
$276K +$13.3K +53 +5%
CFD
1703
Creative Financial Designs
Indiana
$275K -$48.1K -192 -14%
SW
1704
SkyOak Wealth
Michigan
$274K +$3.01K +12 +1%
PFA
1705
Pure Financial Advisors
California
$274K +$71.4K +285 +31%
CI
1706
CX Institutional
Indiana
$273K +$19K +76 +7%
AP
1707
Adero Partners
California
$273K +$26.6K +106 +10%
TWM
1708
Triton Wealth Management
Arizona
$272K -$251 -1 -0.1%
PCM
1709
Perritt Capital Management
Illinois
$271K
TLFA
1710
True Link Financial Advisors
California
$271K
NB
1711
Nicolet Bankshares
Wisconsin
$270K
TIA
1712
Tiemann Investment Advisors
California
$270K +$251 +1 +0.1%
WLPWM
1713
Walled Lake Planning & Wealth Management
Illinois
$270K +$1K +4 +0.3%
CWM
1714
Chesapeake Wealth Management
Virginia
$270K +$1.25K +5 +0.4%
BSB
1715
Bangor Savings Bank
Maine
$269K
CWA
1716
Cornerstone Wealth Advisors
Minnesota
$269K
WAOI
1717
Wealth Advisors of Iowa
Iowa
$269K
LIG
1718
Lokken Investment Group
Delaware
$269K +$251 +1 +0.1%
SOW
1719
State of Wyoming
Wyoming
$269K +$23.3K +93 +9%
3F
1720
360 Financial
Minnesota
$268K +$5.01K +20 +2%
CPSAC
1721
Chas P. Smith & Associates (CPS)
Florida
$268K +$24.6K +98 +9%
Fiera Capital (Canada)
1722
Fiera Capital (Canada)
Quebec, Canada
$268K +$293K +1,170 New
EPP
1723
ETF Portfolio Partners
Kansas
$266K
AA
1724
AlphaCentric Advisors
Puerto Rico
$266K +$251 +1 +0.1%
WCM
1725
Wedge Capital Management
North Carolina
$266K +$1.75K +7 +0.6%