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Name Holding Trade Value Shares
Change
Change in
Stake
WMC
1451
Westwood Management Corporation
Illinois
$259K – – –
VWA
1452
V Wealth Advisors
Kansas
$259K +$243K +4,096 New
KFGK
1453
Keystone Financial Group (Kentucky)
Kentucky
$258K +$533 +9 +0.2%
TCM
1454
Tradewinds Capital Management
Washington
$258K +$6.28K +106 +3%
SFA
1455
Sequoia Financial Advisors
Ohio
$257K -$87.1K -1,470 -27%
BCWM
1456
Blue Chip Wealth Management
Florida
$255K -$11.3K -190 -4%
WCM
1457
WealthBridge Capital Management
Ohio
$255K -$8.89K -150 -4%
WA
1458
Wealth Architects
California
$255K -$237 -4 -0.1%
GAG
1459
GM Advisory Group
New York
$255K – – –
VAG
1460
VisionPoint Advisory Group
Texas
$255K +$4.62K +78 +2%
CBTWT
1461
Community Bank & Trust (Waco, Texas)
Texas
$254K -$103K -1,737 -30%
AL
1462
Aspiriant LLC
California
$253K -$56.9K -960 -19%
MCA
1463
Morris Capital Advisors
Pennsylvania
$253K – – –
AAM
1464
American Asset Management
Florida
$253K +$237K +4,007 New
WANY
1465
Wealthspire Advisors (New York)
New York
$253K +$238K +4,012 New
RCM
1466
RB Capital Management
Nevada
$251K -$11.3K -190 -4%
GLA
1467
Good Life Advisors
Pennsylvania
$251K +$7.23K +122 +3%
JAM
1468
Jupiter Asset Management
United Kingdom
$250K – – –
BWP
1469
BSW Wealth Partners
Colorado
$249K +$7.58K +128 +3%
ZIC
1470
ZWJ Investment Counsel
Georgia
$249K +$234K +3,949 New
CIC
1471
Chase Investment Counsel
Virginia
$248K – – –
CIC
1472
Crawford Investment Counsel
Georgia
$248K +$233K +3,928 New
SFP
1473
Shepherd Financial Partners
Massachusetts
$247K -$1.59M -26,816 -87%
JA
1474
JOYN Advisors
Georgia
$247K +$1.01K +17 +0.4%
CAG
1475
Csenge Advisory Group
Florida
$245K -$10.6K -179 -4%