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Name Holding Trade Value Shares
Change
Change in
Stake
CRCM
651
Corbett Road Capital Management
Virginia
$385K +$63.8K +656 +22%
BCM
652
Brookstone Capital Management
Illinois
$383K +$72.4K +744 +25%
NWMG
653
National Wealth Management Group
Ohio
$383K
ML
654
McAdam LLC
Pennsylvania
$382K +$6.23K +64 +2%
OFS
655
OneAscent Financial Services
Alabama
$382K +$17.9K +184 +5%
WA
656
Wambolt & Associates
Colorado
$377K -$4.28K -44 -1%
GHA
657
GW Henssler & Associates
Georgia
$372K +$778 +8 +0.2%
PFS
658
Prospera Financial Services
Texas
$372K +$91.1K +936 +36%
AIM
659
Alhambra Investment Management
Florida
$371K +$22.2K +228 +7%
CGL
660
Clarius Group LLC
Washington
$370K
GW
661
GW & Wade
Massachusetts
$370K +$389 +4 +0.1%
NIMI
662
Natixis Investment Managers International
France
$370K +$152K +1,564 +81%
S
663
Seeyond
France
$368K -$9.73K -100 -3%
DAS
664
Dynamic Advisor Solutions
Arizona
$367K -$8.17K -84 -2%
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$364K +$54.5K +560 +20%
ESBC
666
E.S. Barr & Co
Kentucky
$362K
PWAG
667
Polaris Wealth Advisory Group
California
$359K
MHS
668
M Holdings Securities
Oregon
$359K +$328K +3,376 New
CSIC
669
Clifford Swan Investment Counsel
California
$355K -$15.6K -160 -5%
Carson Wealth (CWM LLC)
670
Carson Wealth (CWM LLC)
Nebraska
$353K +$91.4K +940 +39%
IGWM
671
ICA Group Wealth Management
Colorado
$353K +$346K +3,552 New
FFBTD
672
First Financial Bank - Trust Division
Ohio
$352K -$53.3K -548 -14%
PFO
673
Pathstone Family Office
New Jersey
$352K -$30.7K -316 -9%
CCMG
674
Clark Capital Management Group
Pennsylvania
$349K -$63.4K -652 -17%
KWA
675
Kellett Wealth Advisors
Ohio
$348K +$389 +4 +0.1%