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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1301
MTM Financial Group
Pennsylvania
$213K +$204K +644 New
WPA
1302
West Paces Advisors
Georgia
$213K – – –
AF
1303
Advisornet Financial
Minnesota
$213K +$11.1K +35 +6%
CAM
1304
Claret Asset Management
Quebec, Canada
$211K +$201K +636 New
SCA
1305
Stillwater Capital Advisors
Pennsylvania
$209K +$200K +632 New
SPWM
1306
Schrum Private Wealth Management
Florida
$209K +$200K +633 New
GFP
1307
Gryphon Financial Partners
Ohio
$209K +$200K +631 New
BPWM
1308
Badgley Phelps Wealth Managers
Washington
$209K +$199K +630 New
LFA
1309
LGT Financial Advisors
Texas
$208K +$199K +629 New
RZH
1310
Relyea Zuckerberg Hanson
Connecticut
$208K +$199K +629 New
MAM
1311
Madison Asset Management
Wisconsin
$208K +$199K +629 New
VCAM
1312
Van Cleef Asset Management
Ohio
$208K +$198K +627 New
FPIS
1313
Financial Planning & Information Services
Wisconsin
$207K -$69.9K -221 -26%
RPWA
1314
Regent Peak Wealth Advisors
Georgia
$207K +$198K +625 New
CFG
1315
CKW Financial Group
Hawaii
$207K -$15.8K -50 -7%
4WM
1316
4J Wealth Management
Virginia
$206K +$197K +623 New
SA
1317
Syntax Advisors
New York
$206K -$40.5K -128 -17%
VCG
1318
Vantage Consulting Group
Virginia
$206K -$40.5K -128 -17%
TCM
1319
Traynor Capital Management
Pennsylvania
$206K +$196K +620 New
CD
1320
Chapin Davis
Maryland
$205K +$196K +620 New
MIM
1321
Miller Investment Management
Pennsylvania
$205K +$196K +620 New
HHGA
1322
Halbert Hargrove Global Advisors
California
$204K +$195K +616 New
SFG
1323
Summit Financial Group
West Virginia
$204K +$195K +616 New
SQA
1324
Simon Quick Advisors
New Jersey
$204K +$195K +615 New
CWG
1325
Crown Wealth Group
North Carolina
$204K +$195K +615 New