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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1951
Meridian Wealth Management
Kentucky
$283K +$15.2K +66 +6%
KPW
1952
Kore Private Wealth
New York
$282K +$13.3K +58 +5%
PG
1953
Prostatis Group
Maryland
$282K +$2.3K +10 +0.9%
CFO
1954
Capitol Family Office
Oregon
$281K
RIM
1955
Regent Investment Management
Kentucky
$280K
ORC
1956
O'Rourke & Company
Massachusetts
$280K +$689 +3 +0.3%
DHGWA
1957
Dixon Hughes Goodman Wealth Advisors
North Carolina
$280K +$239K +1,041 +905%
HC
1958
Hamilton Capital
Ohio
$280K +$266K +1,159 New
TPWA
1959
TRUE Private Wealth Advisors
Oregon
$279K -$108K -469 -28%
LCOV
1960
London Company of Virginia
Virginia
$279K
HCM
1961
Hengehold Capital Management
Ohio
$278K
TFA
1962
Teamwork Financial Advisors
Texas
$277K +$263K +1,146 New
TLP
1963
Trinity Legacy Partners
Texas
$276K
JWA
1964
JFS Wealth Advisors
Pennsylvania
$275K +$37.5K +163 +17%
FG
1965
Foster Group
Iowa
$274K +$689 +3 +0.3%
LF
1966
LifeSteps Financial
California
$273K
AFA
1967
American Financial Advisors
Georgia
$273K +$11.9K +52 +5%
RPCONE
1968
Retirement Planning Company of New England
Rhode Island
$272K -$31.9K -139 -11%
IAP
1969
Indie Asset Partners
Indiana
$272K
CWM
1970
Connecticut Wealth Management
Connecticut
$272K +$4.37K +19 +2%
PCP
1971
Proficio Capital Partners
Massachusetts
$271K -$98.8K -430 -28%
CM
1972
Columbus Macro
Pennsylvania
$271K +$4.14K +18 +2%
HHGA
1973
Halbert Hargrove Global Advisors
California
$271K +$8.73K +38 +4%
MMA
1974
Miracle Mile Advisors
California
$270K -$25K -109 -9%
NB
1975
Nicolet Bankshares
Wisconsin
$270K +$257K +1,117 New