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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1926
Medallion Wealth Advisors
Connecticut
$286K -$3.08K -15 -1%
WWM
1927
Waterway Wealth Management
Texas
$285K +$270K +1,314 New
LSC
1928
Lesa Sroufe & Co
Washington
$285K – – –
SC
1929
Schulhoff & Co
Ohio
$284K – – –
WIM
1930
Warwick Investment Management
Texas
$284K +$17.5K +85 +7%
BG
1931
Bollard Group
Massachusetts
$284K +$264K +1,286 +5,358%
BL
1932
Balentine LLC
Georgia
$283K -$6.58K -32 -2%
HCA
1933
Heck Capital Advisors
Wisconsin
$283K -$4.94K -24 -2%
1CM
1934
1492 Capital Management
Wisconsin
$283K +$206 +1 +0.1%
BRM
1935
Boston Research & Management
Massachusetts
$282K – – –
SFS
1936
Strategic Financial Services
New York
$282K +$239K +1,160 New
KSWWM
1937
Keyes Stange & Wooten Wealth Management
Florida
$281K -$61.9K -301 -19%
SI
1938
Saxon Interests
Texas
$281K -$206 -1 -0.1%
FPGK
1939
Financial Partners Group (Kansas)
Kansas
$281K – – –
MWM
1940
Meadowbrook Wealth Management
New York
$280K -$696K -3,385 -72%
RWB
1941
RMR Wealth Builders
New Jersey
$280K +$3.7K +18 +1%
BFO
1942
Biltmore Family Office
North Carolina
$279K +$67K +326 +34%
DC
1943
DeDora Capital
California
$279K -$206 -1 -0.1%
AA
1944
Alesco Advisors
New York
$279K +$26.7K +130 +11%
AC
1945
Annandale Capital
Texas
$278K +$56.6K +275 +27%
PCA
1946
Prosperity Capital Advisors
Ohio
$278K -$369K -1,796 -58%
FNBTCON
1947
First National Bank & Trust Co of Newtown
Pennsylvania
$277K +$13.4K +65 +5%
HWA
1948
Heritage Wealth Advisors
Virginia
$277K +$17.1K +83 +7%
OC
1949
Oakworth Capital
Alabama
$277K -$206 -1 -0.1%
PAM
1950
PCG Asset Management
New Jersey
$277K -$20.6K -100 -7%