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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1626
Lenox Wealth Management
Ohio
$269K -$38.2K -141 -13%
MCM
1627
MV Capital Management
Maryland
$268K -$7.31K -27 -3%
AWE
1628
Avidian Wealth Enterprises
Texas
$268K -$2.17K -8 -0.9%
IP
1629
Intellectus Partners
California
$266K – – –
SNBOSD
1630
Security National Bank of So Dak
Iowa
$266K – – –
TIA
1631
Tandem Investment Advisors
South Carolina
$266K +$245K +904 New
AOWM
1632
Alpha Omega Wealth Management
Virginia
$265K -$54.1K -200 -18%
GI
1633
Glovista Investments
New Jersey
$265K – – –
NCM
1634
Neumann Capital Management
California
$265K – – –
SEC
1635
Seven Eight Capital
New York
$265K +$244K +900 New
TWM
1636
Torch Wealth Management
Ohio
$264K +$243K +896 New
KWA
1637
KCS Wealth Advisory
California
$262K +$240K +888 New
PTC
1638
Philadelphia Trust Company
Pennsylvania
$262K +$240K +888 New
CWA
1639
Clarus Wealth Advisors
Arizona
$261K +$240K +885 New
AWM
1640
Altavista Wealth Management
North Carolina
$258K +$237K +876 New
BCM
1641
Boltwood Capital Management
California
$257K – – –
KLI
1642
Kelman-Lazarov Inc
Tennessee
$257K +$20.6K +76 +10%
WWM
1643
Willingdon Wealth Management
North Carolina
$257K +$27.1K +100 +13%
PCA
1644
Personal Capital Advisors
California
$257K +$236K +871 New
LRIA
1645
Leonard Rickey Investment Advisors
Washington
$257K +$236K +873 New
SS
1646
Simplicity Solutions
Minnesota
$254K +$233K +861 New
CA
1647
Crewe Advisors
Utah
$252K +$231K +854 New
CA
1648
Capital Advantage
California
$251K -$49K -181 -18%
HWA
1649
Heritage Wealth Advisors
Virginia
$251K +$3.25K +12 +1%
HCM
1650
Highlander Capital Management
New Jersey
$251K +$162K +600 +240%
64 65
66
67 68