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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
2201
Peloton Wealth Strategists
Indiana
$251K +$278K +6,377 New
TWM
2202
Titus Wealth Management
California
$250K -$64.7K -1,484 -19%
PMFA
2203
Plante Moran Financial Advisors
Michigan
$249K -$18.9K -434 -6%
FNBOSM
2204
First National Bank of South Miami
Florida
$249K +$22K +504 +9%
FAM
2205
Flaharty Asset Management
Florida
$248K
SAM
2206
SP Asset Management
California
$248K +$4.53K +104 +2%
OFS
2207
Orrstown Financial Services
Pennsylvania
$248K +$279K +6,395 New
FA
2208
Fortis Advisors
Pennsylvania
$247K -$131K -3,000 -32%
BMCM
2209
Bryn Mawr Capital Management
Pennsylvania
$247K -$5.45K -125 -2%
CVM
2210
Cheviot Value Management
California
$246K -$10.8K -248 -4%
MA
2211
MONECO Advisors
Connecticut
$246K +$44.7K +1,026 +20%
CCM
2212
Compass Capital Management
Minnesota
$246K +$272K +6,244 New
WQ
2213
Wealth Quarterback
New Jersey
$245K
VAS
2214
Valicenti Advisory Services
New York
$245K +$4.53K +104 +2%
MWM
2215
Merriman Wealth Management
Washington
$244K +$47K +1,079 +21%
VSWA
2216
Vontobel Swiss Wealth Advisors
Switzerland
$242K -$270K -6,201 -50%
EWF
2217
Epstein & White Financial
California
$242K -$50.7K -1,164 -16%
MPPLM
2218
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$241K +$5.67K +130 +2%
MPIA
2219
Mountain Pacific Investment Advisers
Idaho
$241K +$39.2K +900 +17%
BWA
2220
BlueSky Wealth Advisors
North Carolina
$240K -$1.83K -42 -0.7%
BWA
2221
Burt Wealth Advisors
Maryland
$240K +$7.8K +179 +3%
CA
2222
Centerpoint Advisors
Massachusetts
$238K -$7.98K -183 -3%
CIC
2223
Cutler Investment Counsel
Oregon
$238K -$3.57K -82 -1%
FNBOMD
2224
First National Bank of Mount Dora
Florida
$238K -$3.01K -69 -1%
TIM
2225
Total Investment Management
Arizona
$238K +$3.14K +72 +1%