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Name Holding Trade Value Shares
Change
Change in
Stake
UFA
3901
Unify Financial Advisors
Florida
$215K
UFPG
3902
United Financial Planning Group
New York
$215K +$24.3K +59 +11%
WG
3903
Winton Group
United Kingdom
$214K -$4.68M -11,358 -95%
CC
3904
Cultivar Capital
Texas
$214K +$412 +1 +0.2%
GHA
3905
GW Henssler & Associates
Georgia
$214K +$37.5K +91 +19%
1IA
3906
1620 Investment Advisors
Massachusetts
$214K
HR
3907
Hardy Reed
Mississippi
$214K -$221K -536 -48%
RFO
3908
RiverGlades Family Offices
Florida
$214K +$237K +575 New
HTIM
3909
Harbour Trust & Investment Management
Indiana
$214K -$49.4K -120 -17%
PFM
3910
Patton Fund Management
Texas
$213K +$22.7K +55 +11%
WFMPM
3911
Woodley Farra Manion Portfolio Management
Indiana
$213K +$10.7K +26 +5%
OGF
3912
Orin Green Financial
California
$213K -$589K -1,430 -71%
EWM
3913
Evolution Wealth Management
Florida
$213K +$22.2K +54 +10%
EIM
3914
Essex Investment Management
Massachusetts
$213K +$42K +102 +22%
NRS
3915
Neville Rodie & Shaw
New York
$213K
TF
3916
Tandem Financial
Colorado
$213K +$236K +572 New
OCM
3917
Objective Capital Management
Ohio
$212K +$235K +571 New
KFG
3918
Kelly Financial Group
Connecticut
$212K -$2.06K -5 -0.9%
DWA
3919
Dougherty Wealth Advisers
Minnesota
$212K
CAG
3920
Compass Advisory Group
New York
$212K +$6.18K +15 +3%
WIA
3921
Wetzel Investment Advisors
Indiana
$212K +$7K +17 +3%
RJA
3922
Ross\Johnson & Associates
Minnesota
$211K -$824 -2 -0.4%
BPW
3923
BlueDoor Private Wealth
Massachusetts
$210K +$2.06K +5 +0.9%
IWP
3924
Innova Wealth Partners
Pennsylvania
$210K -$46.6K -113 -17%
MFPI
3925
Midwest Financial Partners Investments
Minnesota
$209K +$232K +562 New