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Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
2451
Global Wealth Strategies & Associates
Colorado
$297K
NIA
2452
NIA Impact Advisors
California
$296K -$14.2K -71 -6%
LBC
2453
Lawrence B. Cohen
$296K
PMFA
2454
Plante Moran Financial Advisors
Michigan
$296K +$12.8K +64 +6%
AA
2455
AlphaQ Advisors
Florida
$296K +$226K +1,129 New
MWM
2456
Meritas Wealth Management
California
$295K
WHC
2457
Wulff, Hansen & Co
California
$294K -$462K -2,310 -67%
IFA
2458
Interactive Financial Advisors
Illinois
$294K -$9K -45 -4%
PC
2459
Pecaut & Co
Iowa
$294K
NWA
2460
Navis Wealth Advisors
New York
$294K +$225K +1,125 New
KFS
2461
Kelly Financial Services
Massachusetts
$294K
IFPG
2462
Intrepid Financial Planning Group
Indiana
$294K +$10K +50 +5%
EA
2463
Eudaimonia Advisors
Tennessee
$294K +$224K +1,122 New
SFG
2464
Sather Financial Group
Texas
$292K +$223K +1,116 New
HT
2465
Headlands Technologies
Illinois
$292K -$34.9M -174,491 -99%
VC
2466
Vicus Capital
Pennsylvania
$291K +$4.8K +24 +2%
ST
2467
Sentinel Trust
Texas
$291K
AFIA
2468
America First Investment Advisors
Nebraska
$291K
TFO
2469
Tarbox Family Office
California
$291K +$7.2K +36 +3%
NFP
2470
Narus Financial Partners
Utah
$290K -$2.2K -11 -1%
CBTWT
2471
Community Bank & Trust (Waco, Texas)
Texas
$290K +$222K +1,109 New
EARNEST Partners
2472
EARNEST Partners
Georgia
$290K
HI
2473
Hudock Inc
Pennsylvania
$289K
SM
2474
Sweeney & Michel
California
$289K +$23K +115 +11%
SBWIC
2475
Schaper Benz & Wise Investment Counsel
Wisconsin
$289K