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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1901
McKinley Carter Wealth Services
West Virginia
$233K -$498 -7 -0.2%
FWP
1902
Falcon Wealth Planning
California
$233K -$13.5K -190 -6%
TAM
1903
Townsend Asset Management
North Carolina
$233K +$210K +2,946 New
SL
1904
Salomon & Ludwin
Virginia
$233K – – –
HA
1905
Harfst & Associates
Wyoming
$233K – – –
WMA
1906
West Michigan Advisors
Michigan
$232K +$5.12K +72 +3%
TIA
1907
Tiemann Investment Advisors
California
$230K +$8.19K +115 +4%
CFD
1908
Creative Financial Designs
Indiana
$230K +$13.9K +196 +7%
LF
1909
Lantz Financial
Illinois
$230K +$207K +2,912 New
SSW
1910
Stone Summit Wealth
Florida
$229K – – –
TC
1911
Truvestments Capital
Florida
$228K -$8.54K -120 -4%
GIA
1912
Guyasuta Investment Advisors
Pennsylvania
$228K -$105K -1,475 -34%
CB
1913
Centennial Bank
Arkansas
$228K -$42.8K -601 -17%
MW
1914
MBL Wealth
North Carolina
$227K +$205K +2,876 New
AFG
1915
Allegheny Financial Group
Pennsylvania
$227K +$205K +2,874 New
SCM
1916
Saxony Capital Management
Missouri
$227K +$204K +2,873 New
TA
1917
TFG Advisers
Michigan
$227K -$15.9K -223 -7%
AWM
1918
Aberdeen Wealth Management
Illinois
$227K -$5.2K -73 -2%
WA1
1919
Wimmer Associates 1
California
$226K -$13.2K -185 -6%
SWA
1920
SOA Wealth Advisors
New York
$226K +$9.47K +133 +5%
AG
1921
Ascent Group
Virginia
$225K +$208K +2,917 New
TWD
1922
True Wealth Design
Ohio
$225K +$3.77K +53 +2%
TWM
1923
Trueblood Wealth Management
Ohio
$225K +$203K +2,852 New
CNWM
1924
Clay Northam Wealth Management
California
$225K +$202K +2,845 New
SQA
1925
Simon Quick Advisors
New Jersey
$225K +$202K +2,843 New