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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
2426
44 Wealth Management
Oregon
$244K -$4.14K -40 -2%
NCMW
2427
Northern Capital Management (Washington)
Washington
$244K +$104 +1 +0%
SIM
2428
Stratos Investment Management
Ohio
$243K -$20.4K -197 -8%
WCM
2429
Windsor Capital Management
Arizona
$243K +$229K +2,214 New
PPWM
2430
PFG Private Wealth Management
Florida
$243K -$3.83K -37 -2%
CWM
2431
Castle Wealth Management
Florida
$243K -$6.73K -65 -3%
KTA
2432
Keeley-Teton Advisors
Illinois
$243K +$229K +2,210 New
WMP
2433
Wealth Management Partners
Arizona
$242K -$104K -1,000 -33%
ORC
2434
O'Rourke & Company
Massachusetts
$242K -$9.42K -91 -4%
MPW
2435
MGO Private Wealth
California
$242K
RWI
2436
Red Wave Investments
Pennsylvania
$242K -$35.9K -347 -14%
JHP
2437
James Hambro & Partners
United Kingdom
$242K +$228K +2,200 New
AAMC
2438
Asset Allocation & Management Company
Illinois
$241K -$86K -831 -27%
SOW
2439
State of Wyoming
Wyoming
$241K -$76.9K -743 -25%
AFAS
2440
Acorn Financial Advisory Services
Virginia
$240K -$50.4K -487 -18%
TWA
2441
Tandem Wealth Advisors
Arizona
$240K +$226K +2,185 New
CHJWM
2442
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K -$4.25K -41 -2%
E
2443
Ergoteles
New York
$238K -$3.85M -37,220 -94%
UW
2444
Unique Wealth
Florida
$238K +$225K +2,170 New
CCA
2445
Cottonwood Capital Advisors
Utah
$238K -$28K -270 -11%
DT
2446
Daniels + Tansey
Delaware
$238K
EFG
2447
Ethos Financial Group
Pennsylvania
$237K +$219K +2,115 New
KBFS
2448
Kohmann Bosshard Financial Services
Ohio
$237K +$224K +2,160 New
POIA
2449
Pin Oak Investment Advisors
Texas
$237K -$14.6K -141 -6%
TWM
2450
Tolleson Wealth Management
Texas
$237K