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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2076
Versant Capital Management
Arizona
$236K -$189 -1 -0.1%
EHC
2077
Everett Harris & Co
California
$236K – – –
LI
2078
LVZ Inc
Michigan
$236K -$17K -90 -4%
CWM
2079
Connecticut Wealth Management
Connecticut
$236K +$568 +3 +0.2%
FSWA
2080
Financial Synergies Wealth Advisors
Texas
$236K +$38.8K +205 +12%
BWM
2081
BerganKDV Wealth Management
Minnesota
$235K +$19.1K +101 +6%
BCM
2082
Barden Capital Management
Texas
$235K -$247K -1,306 -40%
LL
2083
LWMG LLC
Minnesota
$235K +$361K +1,904 New
AWM
2084
Altus Wealth Management
Kentucky
$234K -$8.52K -45 -2%
WAAG
2085
Wealth Alliance Advisory Group
Kansas
$233K +$80.3K +424 +29%
EWM
2086
Evermay Wealth Management
Virginia
$233K +$162K +855 +82%
YIA
2087
YHB Investment Advisors
Connecticut
$233K +$13.4K +71 +4%
HP
2088
Hyperion Partners
Pennsylvania
$233K +$358K +1,891 New
WPC
2089
White Pine Capital
Minnesota
$232K +$140K +737 +64%
HFS
2090
HBC Financial Services
Washington
$232K +$10.4K +55 +3%
FWIA
2091
Fort Washington Investment Advisors
Ohio
$232K +$28.4K +150 +9%
APA
2092
Astoria Portfolio Advisors
New York
$231K +$329K +1,735 New
LHEI
2093
Leo H. Evart Inc
California
$229K – – –
SAM
2094
Synergy Asset Management
Washington
$229K +$117K +616 +50%
AWS
2095
Arkfeld Wealth Strategies
Nebraska
$229K +$115K +605 +46%
CWM
2096
Castle Wealth Management
Florida
$229K -$1.7K -9 -0.5%
NS
2097
Newman & Schimel
Illinois
$229K +$352K +1,857 New
EWM
2098
EPG Wealth Management
Georgia
$228K -$3.41K -18 -1%
BC
2099
Brio Consultants
California
$228K +$28.4K +150 +9%
SFO
2100
Stokes Family Office
Louisiana
$227K -$361K -1,906 -51%
82 83
84
85 86