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Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
2201
W.H. Cornerstone Investments
Massachusetts
$234K +$1.61K +6 +0.7%
BC
2202
Barrett & Company
Rhode Island
$234K – – –
GWS
2203
Glassman Wealth Services
Virginia
$233K +$16.6K +62 +7%
EWM
2204
EPG Wealth Management
Georgia
$233K -$6.17K -23 -3%
BHWM
2205
Beaird Harris Wealth Management
Texas
$232K – – –
RMAM
2206
Raab & Moskowitz Asset Management
New Jersey
$232K +$237K +883 New
GTAM
2207
Global Trust Asset Management
Florida
$232K +$39.9K +149 +20%
MSR
2208
Main Street Research
Connecticut
$232K -$2.68K -10 -1%
KA
2209
Klingman & Associates
New York
$231K -$11.3K -42 -5%
SWP
2210
Summit Wealth Partners
Florida
$231K +$236K +881 New
TCB
2211
Texas Capital Bancshares
Texas
$231K +$236K +880 New
SWM
2212
SFG Wealth Management
Maryland
$231K -$13.1K -49 -5%
JIP
2213
Jaffetilchin Investment Partners
Florida
$231K +$236K +879 New
LFA
2214
Landmark Financial Advisors
Kentucky
$231K -$2.68K -10 -1%
RG
2215
Renaissance Group
Kentucky
$230K -$33K -123 -12%
AAS
2216
Annex Advisory Services
Wisconsin
$230K +$235K +876 New
FMP
2217
Financial Management Professionals
Texas
$230K +$20.6K +77 +10%
CAMV
2218
Concord Asset Management (Virginia)
Virginia
$229K +$233K +871 New
HHAA
2219
Henry H. Armstrong Associates
Pennsylvania
$229K +$233K +871 New
CAWM
2220
Capital Advisors Wealth Management
Washington
$228K +$233K +869 New
FCFC
2221
First Citizens Financial Corp
Iowa
$228K -$295K -1,100 -56%
SIA
2222
Sit Investment Associates
Minnesota
$228K +$233K +870 New
CHA
2223
Carmichael Hill & Associates
Maryland
$228K – – –
AC
2224
Avestar Capital
New York
$228K +$233K +868 New
HTHT
2225
Hemenway Trust Hemenway Trust
New Hampshire
$228K +$232K +867 New