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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
1951
Legacy Wealth Management (Mississippi)
Mississippi
$244K +$24.6K +100 +11%
EIG
1952
Ellenbecker Investment Group
Wisconsin
$243K -$6.15K -25 -2%
MNG
1953
Manning & Napier Group
New York
$243K
CFSG
1954
Community Financial Services Group
Vermont
$243K +$245K +995 New
AG
1955
AlphaSimPlex Group
Massachusetts
$242K
AF
1956
Aldebaran Financial
$242K +$738 +3 +0.3%
TIA
1957
Tandem Investment Advisors
South Carolina
$242K +$25.3K +103 +12%
XS
1958
XR Securities
Illinois
$242K +$244K +992 New
AWP
1959
Abacus Wealth Partners
California
$241K +$10.3K +42 +4%
WCA
1960
Westover Capital Advisors
Delaware
$241K -$146K -594 -38%
CNB
1961
Camden National Bank
Maine
$241K -$52.4K -213 -18%
CWA
1962
Clarity Wealth Advisors
California
$240K +$3.69K +15 +2%
CAWM
1963
Capital Advisors Wealth Management
Washington
$240K +$18.7K +76 +8%
RCG
1964
Rock Creek Group
District of Columbia
$240K +$28.3K +115 +13%
GCM
1965
Gables Capital Management
Florida
$239K -$22.1K -90 -8%
CWC
1966
Carolinas Wealth Consulting
North Carolina
$238K -$145K -589 -38%
LF
1967
Lantz Financial
Illinois
$237K
CRWM
1968
Castle Rock Wealth Management
California
$236K -$6.15K -25 -2%
NEAM
1969
New England Asset Management
Connecticut
$236K
DHFB
1970
Dixon Hubard Feinour & Brown
Virginia
$234K -$62K -252 -21%
BCMO
1971
Buckingham Capital Management (Ohio)
Ohio
$232K -$49.2K -200 -17%
SHWM
1972
Smith & Howard Wealth Management
Georgia
$232K -$17.2K -70 -7%
NB
1973
Nicolet Bankshares
Wisconsin
$232K
QPWM
1974
Quadrant Private Wealth Management
Pennsylvania
$231K
NHC
1975
Nicholas Hoffman & Company
Georgia
$231K +$29K +118 +14%