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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1951
Parthenon LLC
Kentucky
$285K – – –
FIB
1952
First Interstate Bank
Montana
$284K -$4.83K -21 -2%
ECM
1953
EagleClaw Capital Management
Massachusetts
$284K – – –
SFG
1954
StrategIQ Financial Group
Indiana
$284K – – –
RTS
1955
Round Table Services
New Jersey
$283K – – –
MWM
1956
Meridian Wealth Management
Kentucky
$283K +$15.2K +66 +6%
KPW
1957
Kore Private Wealth
New York
$282K +$13.3K +58 +5%
PG
1958
Prostatis Group
Maryland
$282K +$2.3K +10 +0.9%
CFO
1959
Capitol Family Office
Oregon
$281K – – –
RIM
1960
Regent Investment Management
Kentucky
$280K – – –
ORC
1961
O'Rourke & Company
Massachusetts
$280K +$689 +3 +0.3%
DHGWA
1962
Dixon Hughes Goodman Wealth Advisors
North Carolina
$280K +$239K +1,041 +905%
HC
1963
Hamilton Capital
Ohio
$280K +$266K +1,159 New
TPWA
1964
TRUE Private Wealth Advisors
Oregon
$279K -$108K -469 -28%
LCOV
1965
London Company of Virginia
Virginia
$279K – – –
HCM
1966
Hengehold Capital Management
Ohio
$278K – – –
TFA
1967
Teamwork Financial Advisors
Texas
$277K +$263K +1,146 New
TLP
1968
Trinity Legacy Partners
Texas
$276K – – –
JWA
1969
JFS Wealth Advisors
Pennsylvania
$275K +$37.5K +163 +17%
FG
1970
Foster Group
Iowa
$274K +$689 +3 +0.3%
LF
1971
LifeSteps Financial
California
$273K – – –
AFA
1972
American Financial Advisors
Georgia
$273K +$11.9K +52 +5%
RPCONE
1973
Retirement Planning Company of New England
Rhode Island
$272K -$31.9K -139 -11%
IAP
1974
Indie Asset Partners
Indiana
$272K – – –
CWM
1975
Connecticut Wealth Management
Connecticut
$272K +$4.37K +19 +2%