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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
926
Mattern Capital Management
Colorado
$271K +$246K +86 New
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$268K
AWM
928
Aprio Wealth Management
Georgia
$268K +$243K +85 New
SFS
929
Security Financial Services
Indiana
$268K +$243K +85 New
CIA
930
Capital Investment Advisors
Georgia
$265K -$2.86K -1 -1%
SAG
931
SageView Advisory Group
California
$265K -$45.7K -16 -16%
TWA
932
Tandem Wealth Advisors
Arizona
$265K
TAM
933
Townsend Asset Management
North Carolina
$265K
JGC
934
J. Goldman & Co
New York
$265K +$240K +84 New
QWP
935
Quotient Wealth Partners
Texas
$262K +$5.72K +2 +2%
CCWM
936
Cassaday & Co Wealth Management
Virginia
$262K +$237K +83 New
LMKC
937
L.M. Kohn & Company
Ohio
$262K +$237K +83 New
CPIG
938
Chicago Partners Investment Group
Illinois
$261K
AWM
939
AE Wealth Management
Kansas
$258K -$1.3M -456 -85%
CC
940
Copperleaf Capital
North Carolina
$258K
AWA
941
Aaron Wealth Advisors
Illinois
$258K +$5.72K +2 +3%
FL
942
Fort LP
Maryland
$255K -$20K -7 -8%
DWM
943
Drive Wealth Management
Utah
$255K
IWA
944
IVC Wealth Advisors
Pennsylvania
$255K
WC
945
Wexford Capital
Florida
$255K
HTHT
946
Hemenway Trust Hemenway Trust
New Hampshire
$252K -$57.2K -20 -20%
HCP
947
Holt Capital Partners
Texas
$252K
LPAM
948
Lodestar Private Asset Management
California
$252K
MWA
949
Meridian Wealth Advisors
Texas
$252K
RIM
950
Reliant Investment Management
Tennessee
$252K