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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2226
LJI Wealth Management
Indiana
$208K +$18.2K +74 +9%
RMAM
2227
Raab & Moskowitz Asset Management
New Jersey
$207K -$6.14K -25 -3%
SGCA
2228
Steel Grove Capital Advisors
Tennessee
$207K
GWS
2229
Glassman Wealth Services
Virginia
$207K -$8.1K -33 -4%
PAG
2230
Powers Advisory Group
Illinois
$206K +$1.23K +5 +0.6%
CCA
2231
Conservest Capital Advisors
Pennsylvania
$206K
CWP
2232
Core Wealth Partners
California
$205K +$209K +850 New
SWM
2233
SFG Wealth Management
Maryland
$205K -$7.36K -30 -3%
BMC
2234
Benin Management Corp
Connecticut
$205K +$209K +850 New
MAM
2235
McLean Asset Management
Virginia
$205K -$38.8K -158 -16%
JHCP
2236
Jackson Hole Capital Partners
Oklahoma
$204K
MFFIA
2237
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$204K
SAM
2238
Secure Asset Management
Michigan
$203K +$207K +842 New
LFA
2239
Landmark Financial Advisors
Kentucky
$203K -$9.82K -40 -5%
FNA
2240
First National Advisers
Nebraska
$202K -$39.3K -160 -16%
ERIM
2241
Eagle Ridge Investment Management
Connecticut
$202K
APWM
2242
Atlas Private Wealth Management
New York
$202K +$205K +835 New
OCM
2243
Orion Capital Management
California
$201K +$31.9K +130 +19%
SCI
2244
S&CO Inc
Massachusetts
$201K
WA
2245
Waddell & Associates
Tennessee
$201K +$204K +831 New
WPWM
2246
Western Pacific Wealth Management
Illinois
$199K
CWM
2247
Compass Wealth Management
Connecticut
$199K
FCMT
2248
Founders Capital Management (Texas)
Texas
$198K
WP
2249
WealthPLAN Partners
Nebraska
$191K -$1.17M -4,773 -86%
MIA
2250
Milestone Investment Advisors
Wisconsin
$189K +$191K +780 New