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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1851
D'Orazio & Associates
Virginia
$360K -$30.5K -708 -8%
TCM
1852
Telos Capital Management
California
$358K -$2.03K -47 -0.6%
BL
1853
BFSG LLC
California
$358K +$19.2K +446 +6%
BB
1854
Bell Bank
North Dakota
$357K -$1.99K -46 -0.6%
LIA
1855
LS Investment Advisors
Michigan
$357K -$241K -5,576 -40%
WCM
1856
Wedge Capital Management
North Carolina
$356K -$2.93K -68 -0.8%
IP
1857
Investment Partners
Ohio
$356K +$50.5K +1,171 +17%
WIA
1858
Wetzel Investment Advisors
Indiana
$355K +$9.58K +222 +3%
LAS
1859
Legacy Advisory Services
Pennsylvania
$354K -$4.7K -109 -1%
MCM
1860
MV Capital Management
Maryland
$354K +$35.7K +827 +11%
BWM
1861
BlackDiamond Wealth Management
New York
$353K -$22.2K -515 -6%
CIC
1862
Chase Investment Counsel
Virginia
$353K +$16.2K +376 +5%
CW
1863
CIC Wealth
Maryland
$353K -$19.8K -460 -5%
RIA
1864
Regal Investment Advisors
Michigan
$352K -$4.01K -93 -1%
OBWG
1865
Onyx Bridge Wealth Group
New York
$351K +$85.7K +1,986 +28%
LF
1866
Lantz Financial
Illinois
$351K -$4.31K -100 -1%
GWANC
1867
Guardian Wealth Advisors (North Carolina)
North Carolina
$350K +$99.1K +2,297 +40%
CWM
1868
Chesapeake Wealth Management
Virginia
$349K +$2.11K +49 +0.6%
SIG
1869
Sargent Investment Group
Maryland
$348K -$182K -4,223 -35%
CF
1870
Centaurus Financial
California
$347K +$127K +2,944 +58%
SAM
1871
Strategy Asset Managers
California
$346K +$30.1K +697 +10%
CCFM
1872
Clear Creek Financial Management
Washington
$346K +$84.6K +1,961 +33%
FOFP
1873
Fee-Only Financial Planning
South Carolina
$345K
CAAM
1874
Cornerstone Advisors Asset Management
Pennsylvania
$345K
AIA
1875
Angeles Investment Advisors
California
$344K -$14.2K -329 -4%