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Name Holding Trade Value Shares
Change
Change in
Stake
MA
976
MONECO Advisors
Connecticut
$238K +$214K +1,898 New
MA
977
Montag & Associates
Georgia
$237K
SIA
978
SeaBridge Investment Advisors
New Jersey
$237K
TNAM
979
Terra Nova Asset Management
New York
$237K +$223K +1,975 New
SCM
980
Spreng Capital Management
Ohio
$234K +$220K +1,950 New
FI
981
FormulaFolio Investments
Michigan
$234K +$220K +1,951 New
MCM
982
Manchester Capital Management
Vermont
$232K -$222K -1,962 -50%
NNP
983
Nachman Norwood & Parrott
South Carolina
$232K +$1.02K +9 +0.5%
HSA
984
HBK Sorce Advisory
Pennsylvania
$232K +$218K +1,930 New
CW
985
CreativeOne Wealth
Kansas
$231K +$217K +1,921 New
GW
986
GW & Wade
Massachusetts
$231K +$217K +1,922 New
WIC
987
Woodmont Investment Counsel
Tennessee
$230K +$216K +1,915 New
LFA
988
Landmark Financial Advisors
Kentucky
$229K +$203K +1,800 New
LHC
989
Little House Capital
Massachusetts
$229K +$216K +1,908 New
SSG
990
Summit Securities Group
New York
$228K -$22.6K -200 -10%
ANTB
991
AMG National Trust Bank
Colorado
$228K +$215K +1,900 New
BHC
992
Bowen Hanes & Co
Florida
$228K +$215K +1,900 New
BWP
993
BSW Wealth Partners
Colorado
$228K +$215K +1,900 New
YIA
994
YHB Investment Advisors
Connecticut
$228K +$215K +1,900 New
GWS
995
Glassman Wealth Services
Virginia
$227K +$37.7K +334 +22%
CWM
996
Cornerstone Wealth Management
Missouri
$227K +$214K +1,893 New
PPG
997
Peak Planning Group
Colorado
$227K +$213K +1,886 New
4WM
998
44 Wealth Management
Oregon
$226K +$212K +1,878 New
DBT
999
Dubuque Bank & Trust
Iowa
$225K -$44K -389 -17%
FWP
1000
Firethorn Wealth Partners
Georgia
$225K +$211K +1,871 New