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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
801
Western Wealth Management
Colorado
$343K -$26.5K -328 -7%
WI
802
Wedgewood Investors
Pennsylvania
$343K
RIM
803
Redwood Investment Management
Arizona
$343K +$56.7K +700 +20%
RCS
804
Retirement Capital Strategies
California
$342K
IIM
805
Ironwood Investment Management
Massachusetts
$341K
IPW
806
Inlet Private Wealth
Florida
$333K
MA
807
Montag & Associates
Georgia
$327K -$474K -5,854 -60%
TCB
808
Texas Capital Bancshares
Texas
$327K
BIA
809
Bigelow Investment Advisors
Maine
$325K -$26.7K -330 -8%
NA
810
NewEdge Advisors
Louisiana
$324K -$42.5K -525 -12%
RIM
811
Regent Investment Management
Kentucky
$324K
GP
812
Girard Partners
Pennsylvania
$323K -$25.5K -315 -7%
CDH
813
Charles D. Hyman
$321K +$12.1K +150 +4%
SDWMA
814
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K +$312K +3,851 New
SAA
815
Southeast Asset Advisors
Georgia
$317K
AIC
816
Archer Investment Corporation
Indiana
$316K
FNBTCON
817
First National Bank & Trust Co of Newtown
Pennsylvania
$316K
BSW
818
Buckingham Strategic Wealth
Missouri
$315K +$306K +3,780 New
PK
819
Pflug Koory
Nebraska
$312K -$8.09K -100 -3%
EP
820
Edgestream Partners
New Jersey
$311K +$302K +3,735 New
LIM
821
Leavell Investment Management
Alabama
$309K
CCA
822
Checchi Capital Advisers
California
$309K +$1.05K +13 +0.4%
HAG
823
HighPoint Advisor Group
Illinois
$308K -$2.75K -34 -0.9%
WA
824
WESPAC Advisors
California
$305K
PA
825
Probity Advisors
Texas
$303K -$23.3K -288 -7%