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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1701
Groesbeck Investment Management
New Jersey
$310K -$157K -1,876 -34%
CSWG
1702
Cardinal Strategic Wealth Guidance
Kentucky
$308K – – –
WCG
1703
Weaver Consulting Group
California
$307K -$19.8K -236 -6%
OWA
1704
Opal Wealth Advisors
New York
$306K -$161K -1,924 -35%
HCM
1705
Hengehold Capital Management
Ohio
$303K +$921 +11 +0.3%
R.M. Davis Inc
1706
R.M. Davis Inc
Maine
$302K -$9.72K -116 -3%
MTC
1707
McDaniel Terry & Co
Texas
$302K – – –
SW
1708
SkyOak Wealth
Michigan
$302K – – –
CF
1709
Corrigan Financial
Rhode Island
$301K +$251 +3 +0.1%
SCM
1710
Stonehearth Capital Management
Massachusetts
$299K +$4.27K +51 +1%
SFG
1711
Sather Financial Group
Texas
$299K +$295K +3,522 New
KMWM
1712
Keudell/Morrison Wealth Management
Oregon
$298K -$8.29K -99 -3%
AMIM
1713
Aull & Monroe Investment Management
Alabama
$297K – – –
FB
1714
First Bancorp
Maine
$297K +$293K +3,492 New
AA
1715
Argent Advisors
Louisiana
$295K – – –
HHGA
1716
Halbert Hargrove Global Advisors
California
$294K -$39.6K -473 -12%
TCM
1717
Tradewinds Capital Management
Washington
$294K -$11.5K -137 -4%
WTFG
1718
Wells Trecaso Financial Group
Ohio
$294K – – –
FIB
1719
First Interstate Bank
Montana
$292K +$3.52K +42 +1%
WAS
1720
Wealth Advisory Solutions
Indiana
$291K -$18.4K -220 -6%
WAG
1721
Winthrop Advisory Group
Massachusetts
$291K +$586 +7 +0.2%
FSA
1722
Financial Sense Advisors
California
$290K +$5.19K +62 +2%
Rathbones Group
1723
Rathbones Group
United Kingdom
$289K -$921K -11,000 -76%
FAN
1724
Financial Advisors Network
California
$289K +$27.6K +329 +12%
IIM
1725
Ipswich Investment Management
Massachusetts
$288K – – –