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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
951
McGlone Suttner Wealth Management
Wisconsin
$372K +$24.6K +462 +7%
TW
952
Transform Wealth
Colorado
$371K +$10.5K +198 +3%
MFA
953
Mayflower Financial Advisors
Massachusetts
$369K +$691 +13 +0.2%
Luther King Capital Management (LKCM)
954
Luther King Capital Management (LKCM)
Texas
$369K -$75.2K -1,414 -17%
NAM
955
NTV Asset Management
West Virginia
$366K -$86K -1,618 -19%
IAS
956
Insigneo Advisory Services
Florida
$366K +$148K +2,779 +68%
PL
957
Parthenon LLC
Kentucky
$366K
AWA
958
Acorn Wealth Advisors
Michigan
$364K +$43.5K +819 +14%
NCM
959
Northwest Capital Management
Oregon
$362K +$361K +6,800 New
ECM
960
Everence Capital Management
Indiana
$361K
SLWA
961
San Luis Wealth Advisors
California
$358K -$1.12K -21 -0.3%
E
962
Ergoteles
New York
$357K +$356K +6,698 New
ASA
963
Armstrong Shaw Associates
Connecticut
$356K -$83.7K -1,574 -19%
PFBT
964
Parkside Financial Bank & Trust
Missouri
$355K -$6.06K -114 -2%
MGIA
965
Moneta Group Investment Advisors
Missouri
$355K -$4.94K -93 -1%
FIM
966
Fernwood Investment Management
Massachusetts
$354K
ACA
967
Aptus Capital Advisors
Alabama
$353K +$53 +1 +0%
SFP
968
Sweet Financial Partners
Minnesota
$352K +$159 +3 +0%
SWA
969
Stratos Wealth Advisors
Ohio
$352K -$78.2K -1,471 -18%
LOPW
970
Live Oak Private Wealth
North Carolina
$351K -$5.85K -110 -2%
ESB
971
Essex Savings Bank
Connecticut
$350K +$19.7K +370 +6%
DJSG
972
D.J. St. Germain
Massachusetts
$350K +$349K +6,569 New
LAM
973
Lakewood Asset Management
Illinois
$350K +$3.14K +59 +0.9%
SOS
974
Silver Oak Securities
Tennessee
$349K +$35.7K +672 +11%
MWM
975
Mattern Wealth Management
Kansas
$348K -$47.4K -891 -12%