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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
2551
Summit Wealth Partners
Florida
$212K +$202K +603 New
PG
2552
Proffitt & Goodson
Tennessee
$212K -$185K -552 -48%
IF
2553
Ironwood Financial
Arizona
$212K +$25.2K +75 +14%
TI
2554
tru Independence
Oregon
$212K +$201K +600 New
RFN
2555
RDA Financial Network
Iowa
$212K +$202K +603 New
WAM
2556
Werlinich Asset Management
Connecticut
$211K +$201K +600 New
BHTS
2557
Bar Harbor Trust Services
Maine
$211K +$201K +600 New
HL
2558
HeadInvest LLC
Maine
$211K +$201K +600 New
Mawer Investment Management
2559
Mawer Investment Management
Alberta, Canada
$211K +$201K +600 New
TCFP
2560
Treasure Coast Financial Planning
Florida
$211K +$201K +600 New
RWA
2561
Roberts Wealth Advisors
California
$210K +$176K +525 New
SAM
2562
Sequent Asset Management
Texas
$210K +$199K +594 New
AMIM
2563
Aull & Monroe Investment Management
Alabama
$210K +$200K +597 New
MWM
2564
Madison Wealth Management
Ohio
$210K +$200K +597 New
SEM
2565
Strategic Equity Management
Arizona
$210K +$200K +597 New
WCA
2566
Waypoint Capital Advisors
Minnesota
$210K +$200K +597 New
UL
2567
Unionview LLC
Washington
$209K +$199K +594 New
AW
2568
Avion Wealth
Texas
$208K +$22.1K +66 +13%
CA
2569
CV Advisors
Florida
$208K +$198K +591 New
SFP
2570
Sandbox Financial Partners
Maryland
$207K -$99.6K -297 -34%
SCP
2571
Shorepoint Capital Partners
Massachusetts
$207K +$197K +588 New
SSWM
2572
Smith Salley Wealth Management
North Carolina
$207K +$197K +588 New
AA
2573
Alesco Advisors
New York
$206K +$196K +585 New
CIP
2574
Capital Insight Partners
Arizona
$206K +$196K +585 New
CICI
2575
Capital Investment Counsel Inc
North Carolina
$206K +$196K +585 New