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Name Holding Trade Value Shares
Change
Change in
Stake
HHM Wealth Advisors
2701
HHM Wealth Advisors
Tennessee
$220K +$84.8K +173 +64%
CC
2702
Cornerstone Capital
California
$220K +$217K +442 New
MCM
2703
Monument Capital Management
Virginia
$219K +$216K +441 New
SCA
2704
Sandy Cove Advisors
Massachusetts
$219K +$216K +441 New
McGlone Suttner Wealth Management
2705
McGlone Suttner Wealth Management
Wisconsin
$219K +$216K +440 New
PWA
2706
PCG Wealth Advisors
Kansas
$219K – – –
Diversified Portfolios Inc
2707
Diversified Portfolios Inc
Michigan
$218K -$25.5K -52 -11%
FCMT
2708
Founders Capital Management (Texas)
Texas
$218K – – –
SWM
2709
Seaside Wealth Management
California
$218K +$215K +438 New
J.M. Forbes & Co
2710
J.M. Forbes & Co
Massachusetts
$218K +$215K +439 New
BZWA
2711
Blue Zone Wealth Advisors
California
$218K -$70.1K -143 -25%
RC
2712
Reik & Co
New York
$217K +$214K +437 New
Stewart & Patten Company
2713
Stewart & Patten Company
California
$217K -$5.88K -12 -3%
PSIWM
2714
Paradigm Strategies in Wealth Management
Minnesota
$217K +$214K +436 New
Verus Financial Partners
2715
Verus Financial Partners
Virginia
$216K – – –
AWM
2716
Accel Wealth Management
Iowa
$216K – – –
E
2717
ETFidea
New York
$215K +$212K +433 New
TIM
2718
Total Investment Management
Arizona
$213K +$210K +429 New
HHRDM
2719
H&H Retirement Design & Management
Nevada
$213K +$490 +1 +0.2%
RFN
2720
RDA Financial Network
Iowa
$211K +$208K +424 New
TIAM2
2721
Tru Independence Asset Management 2
Oregon
$211K +$208K +424 New
Waddell & Associates
2722
Waddell & Associates
Tennessee
$210K +$207K +423 New
CFAM
2723
Coury Firm Asset Management
Pennsylvania
$210K +$207K +422 New
Nebula Research & Development
2724
Nebula Research & Development
New York
$210K +$207K +422 New
AAMC
2725
Asset Allocation & Management Company
Illinois
$209K -$255K -520 -55%