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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
2126
Sheets Smith Wealth Management
North Carolina
$268K +$3.31K +16 +1%
LWM
2127
Lionshead Wealth Management
New York
$267K -$16.8K -81 -5%
ST
2128
Sageworth Trust
Pennsylvania
$266K +$295K +1,425 New
RIS
2129
Retirement Income Solutions
Michigan
$266K
PP
2130
Patron Partners
Texas
$265K -$104K -504 -26%
FAN
2131
Financial Advisors Network
California
$264K +$34.2K +165 +13%
TCM
2132
Tandem Capital Management
New Jersey
$264K -$10.4K -50 -3%
Vanguard National Trust
2133
Vanguard National Trust
Pennsylvania
$264K +$293K +1,412 New
CFIA
2134
Cantor Fitzgerald Investment Advisors
New York
$263K
NAG
2135
Northstar Advisory Group
New Jersey
$263K +$292K +1,409 New
FG
2136
Foster Group
Iowa
$263K -$3.11K -15 -1%
CL
2137
CVFG LLC
Indiana
$262K -$48.7K -235 -14%
CPCM
2138
Cardinal Point Capital Management
Ontario, Canada
$261K
SAM
2139
Secure Asset Management
Michigan
$261K -$3.16M -15,248 -92%
HCP
2140
Hexagon Capital Partners
Arkansas
$261K +$290K +1,398 New
FSA
2141
Franklin Street Advisors
North Carolina
$260K -$75.4K -364 -21%
MWA
2142
Monograph Wealth Advisors
California
$260K +$289K +1,394 New
PFM
2143
Patton Fund Management
Texas
$260K +$289K +1,393 New
YWM
2144
Yoder Wealth Management
California
$260K +$4.76K +23 +2%
BMC
2145
Beaton Management Company
Massachusetts
$259K -$20.7K -100 -7%
TWM
2146
Triton Wealth Management
Arizona
$258K +$286K +1,381 New
MWM
2147
Meritas Wealth Management
California
$258K
UOTTAIMCU
2148
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$257K -$1.24M -5,966 -81%
AIA
2149
AssuredPartners Investment Advisors
Florida
$256K -$4.14K -20 -1%
MFS
2150
Mirabella Financial Services
United Kingdom
$255K +$283K +1,366 New