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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1101
Neumann Capital Management
California
$250K +$219K +850 New
KCM
1102
Kanawha Capital Management
Virginia
$250K +$258 +1 +0.1%
RDWM
1103
Red Door Wealth Management
Tennessee
$250K +$219K +849 New
SAM
1104
Smartleaf Asset Management
Massachusetts
$250K +$203K +789 +1,360%
CPIG
1105
Chicago Partners Investment Group
Illinois
$249K +$220K +852 New
WA
1106
Waddell & Associates
Tennessee
$248K
WFAG
1107
Wescott Financial Advisory Group
Pennsylvania
$247K +$216K +839 New
SCM
1108
Shelton Capital Management
Colorado
$247K
FFP
1109
FourThought Financial Partners
Florida
$246K +$215K +836 New
FCH
1110
Freestone Capital Holdings
Washington
$246K -$19.1K -74 -8%
BIC
1111
Beach Investment Counsel
Pennsylvania
$246K
MLIC
1112
Mandatum Life Insurance Company
Finland
$245K -$20.1K -78 -9%
AWA
1113
Aaron Wealth Advisors
Illinois
$243K -$24K -93 -10%
SIM
1114
Sentry Investment Management
Wisconsin
$243K +$213K +826 New
MIM
1115
Morningstar Investment Management
Illinois
$241K +$211K +817 New
MWP
1116
Madison Wealth Partners
Wisconsin
$241K +$211K +818 New
HIA
1117
Harbor Investment Advisory
Maryland
$241K
JC
1118
JB Capital
Connecticut
$240K +$210K +815 New
IF
1119
Intrua Financial
Texas
$240K -$17K -66 -7%
APA
1120
Astoria Portfolio Advisors
New York
$238K -$51.8K -201 -20%
TVAMP
1121
Tennessee Valley Asset Management Partners
Tennessee
$237K -$2.32K -9 -1%
AC
1122
Avestar Capital
New York
$236K +$206K +800 New
ClearBridge Investments
1123
ClearBridge Investments
New York
$236K +$206K +800 New
AIM
1124
Anchor Investment Management
South Carolina
$235K -$9.02K -35 -4%
SFC
1125
Swisher Financial Concepts
Ohio
$235K -$35.8K -139 -15%