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Name Holding Trade Value Shares
Change
Change in
Stake
GW
851
GW & Wade
Massachusetts
$251K -$36.6K -227 -13%
MMM
852
Mendel Money Management
Illinois
$250K
SPC
853
Stewart & Patten Company
California
$250K
MOS
854
MGO One Seven
Ohio
$249K -$99.8K -619 -28%
VAM
855
Verity Asset Management
North Carolina
$249K +$1.29K +8 +0.5%
MMG
856
Monetary Management Group
Missouri
$247K -$16.1K -100 -6%
AA
857
Addison Advisors
Vermont
$246K
RWMG
858
Redwood Wealth Management Group
New Jersey
$246K
HWA
859
Heartwood Wealth Advisors
Virginia
$245K
FFM
860
Forum Financial Management
Illinois
$243K +$247K +1,530 New
CWP
861
Core Wealth Partners
California
$243K +$12.9K +80 +6%
NHT
862
New Hampshire Trust
New Hampshire
$242K -$4.19K -26 -2%
IFG
863
Independent Financial Group
California
$240K -$27.9K -173 -10%
CB
864
Cadence Bank
Mississippi
$239K -$77.4K -480 -24%
AHB
865
Abner Herrman & Brock
New Jersey
$239K
CI
866
Cigna Investments
Connecticut
$239K
AIP
867
Ameritas Investment Partners
Nebraska
$239K -$22.4K -139 -8%
JWCA
868
J.W. Coons Advisors
Ohio
$239K
LG
869
LaFleur & Godfrey
Michigan
$239K
LAS
870
LWM Advisory Services
Florida
$239K
CA
871
CoreCap Advisors
Michigan
$238K +$242K +1,499 New
MAS
872
Meeder Advisory Services
Ohio
$238K +$23.4K +145 +11%
MA
873
Montag & Associates
Georgia
$237K
WPC
874
Wedmont Private Capital
Pennsylvania
$237K +$16.3K +101 +7%
HIC
875
Holderness Investments Company
North Carolina
$236K +$4.19K +26 +2%