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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1876
Chatham Capital Group
Georgia
$401K
AWAP
1877
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$401K -$16.6K -62 -4%
KWM
1878
KFG Wealth Management
Indiana
$400K +$409K +1,524 New
SPFA
1879
Summit Place Financial Advisors
New Jersey
$400K +$131K +489 +47%
RI
1880
Ridgewood Investments
New Jersey
$398K -$104K -389 -20%
KCG
1881
Kinsale Capital Group
Virginia
$397K +$405K +1,510 New
FCM
1882
Fortis Capital Management
Washington
$397K +$2.68K +10 +0.7%
MIM
1883
Morningstar Investment Management
Illinois
$396K +$404K +1,506 New
HWA
1884
HHM Wealth Advisors
Tennessee
$396K +$2.68K +10 +0.7%
DFS
1885
Dixon Fnancial Services
California
$396K -$13.4K -50 -3%
PDM
1886
Penn Davis McFarland
Texas
$394K -$9.11K -34 -2%
JCM
1887
Jag Capital Management
Missouri
$394K -$20.6K -77 -5%
SCA
1888
St. Clair Advisors
Ohio
$394K +$402K +1,500 New
DIM
1889
Delta Investment Management
California
$393K +$51.2K +191 +15%
KCM
1890
Kanawha Capital Management
Virginia
$393K +$26.5K +99 +7%
HFA
1891
High Falls Advisors
New York
$391K -$201K -750 -33%
DWM
1892
Defined Wealth Management
Oregon
$391K -$50.9K -190 -11%
MCWS
1893
McKinley Carter Wealth Services
West Virginia
$391K -$71K -265 -15%
SIC
1894
Samalin Investment Counsel
New York
$390K -$44.2K -165 -10%
BIA
1895
BHK Investment Advisors
Alabama
$390K -$109K -405 -21%
CAL
1896
Capital Analysts LLC
Pennsylvania
$389K -$29.8K -111 -7%
WP
1897
WealthSpring Partners
California
$387K -$4.83K -18 -1%
PWAG
1898
Polaris Wealth Advisory Group
California
$386K
KWM
1899
Keebeck Wealth Management
Illinois
$386K +$4.02K +15 +1%
AWA
1900
Alta Wealth Advisors
Massachusetts
$385K +$393K +1,467 New