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Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1701
Cardinal Strategic Wealth Guidance
Kentucky
$308K
WCG
1702
Weaver Consulting Group
California
$307K -$19.8K -236 -6%
OWA
1703
Opal Wealth Advisors
New York
$306K -$161K -1,924 -35%
HCM
1704
Hengehold Capital Management
Ohio
$303K +$921 +11 +0.3%
RMDI
1705
R.M. Davis Inc
Maine
$302K -$9.72K -116 -3%
MTC
1706
McDaniel Terry & Co
Texas
$302K
SW
1707
SkyOak Wealth
Michigan
$302K
CF
1708
Corrigan Financial
Rhode Island
$301K +$251 +3 +0.1%
SCM
1709
Stonehearth Capital Management
Massachusetts
$299K +$4.27K +51 +1%
SFG
1710
Sather Financial Group
Texas
$299K +$295K +3,522 New
KMWM
1711
Keudell/Morrison Wealth Management
Oregon
$298K -$8.29K -99 -3%
AMIM
1712
Aull & Monroe Investment Management
Alabama
$297K
FB
1713
First Bancorp
Maine
$297K +$293K +3,492 New
AA
1714
Argent Advisors
Louisiana
$295K
HHGA
1715
Halbert Hargrove Global Advisors
California
$294K -$39.6K -473 -12%
TCM
1716
Tradewinds Capital Management
Washington
$294K -$11.5K -137 -4%
WTFG
1717
Wells Trecaso Financial Group
Ohio
$294K
FIB
1718
First Interstate Bank
Montana
$292K +$3.52K +42 +1%
WAS
1719
Wealth Advisory Solutions
Indiana
$291K -$18.4K -220 -6%
WAG
1720
Winthrop Advisory Group
Massachusetts
$291K +$586 +7 +0.2%
FSA
1721
Financial Sense Advisors
California
$290K +$5.19K +62 +2%
RG
1722
Rathbones Group
United Kingdom
$289K -$921K -11,000 -76%
FAN
1723
Financial Advisors Network
California
$289K +$27.6K +329 +12%
IIM
1724
Ipswich Investment Management
Massachusetts
$288K
Twin Tree Management
1725
Twin Tree Management
Texas
$287K +$284K +3,387 New