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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1901
Fortune Financial Advisors
Kansas
$266K +$257K +1,261 New
EW
1902
Element Wealth
Mississippi
$266K – – –
BEI
1903
Benjamin Edwards Inc
Missouri
$266K -$63.1K -309 -20%
PFG
1904
Prosperity Financial Group
California
$265K +$256K +1,254 New
BMC
1905
Beaton Management Company
Massachusetts
$264K – – –
AFM
1906
Armstrong Fleming & Moore
District of Columbia
$264K +$255K +1,249 New
GAM
1907
Gemmer Asset Management
California
$264K +$25.5K +125 +11%
CWP
1908
Concord Wealth Partners
Virginia
$263K +$22.7K +111 +10%
FWM
1909
FFT Wealth Management
Pennsylvania
$263K +$2.25K +11 +0.9%
JWM
1910
Janiczek Wealth Management
Colorado
$263K +$4.08K +20 +2%
BMM
1911
Buffington Mohr McNeal
Idaho
$262K +$25.5K +125 +11%
FC
1912
Forte Capital
New York
$261K – – –
GWS
1913
Glassman Wealth Services
Virginia
$261K +$8.37K +41 +3%
TGAM
1914
TBH Global Asset Management
Tennessee
$260K -$21.4K -105 -8%
B
1915
Bellecapital
Switzerland
$259K -$410K -2,008 -62%
GMA
1916
Glassy Mountain Advisors
Maryland
$259K +$250K +1,224 New
FMC
1917
First Merchants Corp
Indiana
$259K +$204 +1 +0.1%
JF
1918
JSF Financial
California
$258K +$4.08K +20 +2%
BFC
1919
Bedel Financial Consulting
Indiana
$258K -$4.49K -22 -2%
TCMP
1920
Thrive Capital Management (Pennsylvania)
Pennsylvania
$258K +$249K +1,220 New
CPA
1921
Capital Planning Advisors
California
$256K -$2.86K -14 -1%
HWA
1922
Heritage Wealth Advisors
Virginia
$256K -$2.25K -11 -0.9%
MG
1923
Mather Group
Illinois
$256K -$46.7K -229 -16%
WAM
1924
Werlinich Asset Management
Connecticut
$255K – – –
DAM
1925
Deltec Asset Management
New York
$254K – – –