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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2226
Centric Wealth Management
Illinois
$840K -$1.25M -8,293 -60%
LIA
2227
LBMC Investment Advisors
Tennessee
$839K -$12.7K -84 -1%
PPWM
2228
Paragon Private Wealth Management
Kentucky
$839K +$93K +615 +12%
WAM
2229
WFA Asset Management
Wisconsin
$838K +$8.77K +58 +1%
OPTFSNA
2230
Old Point Trust & Financial Services N A
Virginia
$838K +$9.83K +65 +1%
Harris Associates
2231
Harris Associates
Illinois
$838K
AA
2232
AlphaQ Advisors
Florida
$836K -$132K -870 -13%
GEA
2233
Glen Eagle Advisors
New Jersey
$836K -$555K -3,670 -40%
FBFS
2234
First Business Financial Services
Wisconsin
$835K -$26.8K -177 -3%
CFO
2235
Collective Family Office
Pennsylvania
$834K -$80K -529 -9%
DWG
2236
Darden Wealth Group
Michigan
$833K +$844K +5,582 New
HBW
2237
Hazlett, Burt & Watson
West Virginia
$831K +$49.3K +326 +6%
PIM
2238
Provident Investment Management
Michigan
$831K +$497K +3,284 +144%
BCM
2239
Blume Capital Management
California
$831K
FFC
2240
First Financial Corp
Indiana
$830K +$2.72K +18 +0.3%
WAL
2241
W Advisors LLC
Tennessee
$829K +$1.21K +8 +0.1%
PWM
2242
PBMares Wealth Management
Virginia
$827K +$67.8K +448 +9%
MCM
2243
Monument Capital Management
Virginia
$827K -$546K -3,610 -39%
ORAM
2244
One River Asset Management
Connecticut
$826K +$451K +2,985 +117%
WDG
2245
Wealth Dimensions Group
Ohio
$825K +$12.4K +82 +2%
MWM
2246
Merriman Wealth Management
Washington
$825K +$3.02K +20 +0.4%
NCM
2247
NCM Capital Management
New Jersey
$824K -$7.41K -49 -0.9%
CGA
2248
Crescent Grove Advisors
Illinois
$824K +$129K +853 +18%
GWM
2249
Gray Wealth Management
Maine
$820K -$95.4K -631 -10%
FPGK
2250
Financial Partners Group (Kansas)
Kansas
$819K +$22.2K +147 +3%