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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
926
Investors Research Corp
Georgia
$303K
PWS
927
Peloton Wealth Strategists
Indiana
$302K +$134 +2 +0%
AAS
928
Annex Advisory Services
Wisconsin
$301K +$289K +4,315 New
UM
929
UniSuper Management
Australia
$300K +$288K +4,300 New
FWM
930
Fairhaven Wealth Management
Illinois
$300K +$288K +4,296 New
MOS
931
MGO One Seven
Ohio
$298K -$5.02K -75 -2%
RZH
932
Relyea Zuckerberg Hanson
Connecticut
$295K +$5.89K +88 +2%
TA
933
TrueWealth Advisors
Alabama
$294K +$268 +4 +0.1%
SIA
934
Sit Investment Associates
Minnesota
$293K
I
935
InceptionR
California
$291K -$374K -5,582 -57%
SL
936
Salomon & Ludwin
Virginia
$290K -$1.94K -29 -0.7%
CI
937
CX Institutional
Indiana
$289K +$277K +4,143 New
MFS
938
Mirabella Financial Services
United Kingdom
$289K +$277K +4,143 New
HSWM
939
Hubbell Strickland Wealth Management
Louisiana
$289K +$201 +3 +0.1%
RG
940
Renaissance Group
Kentucky
$287K +$25.7K +384 +10%
PM
941
Penbrook Management
New York
$286K
RWM
942
Revisor Wealth Management
Ohio
$286K -$4.28K -64 -2%
PAG
943
Powers Advisory Group
Illinois
$284K +$736 +11 +0.3%
PTC
944
Philadelphia Trust Company
Pennsylvania
$282K
EFS
945
Essex Financial Services
Connecticut
$281K +$469 +7 +0.2%
TNA
946
True North Advisors
Texas
$281K
TF
947
Tompkins Financial
New York
$281K +$83.7K +1,250 +45%
FNC
948
First National Corp
Massachusetts
$279K
LAI
949
Legal Advantage Investments
California
$279K
APW
950
Austin Private Wealth
Texas
$278K +$266K +3,978 New