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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1801
Millstone Evans Group
Colorado
$319K +$14.5K +47 +6%
CWA
1802
Consilium Wealth Advisory
Texas
$319K -$20K -65 -7%
CP
1803
Castleview Partners
Texas
$318K -$1.31M -4,242 -83%
HP
1804
Haven Private
Florida
$317K +$273K +888 New
AIM
1805
Acropolis Investment Management
Missouri
$317K +$1.23K +4 +0.5%
SIA
1806
SeaBridge Investment Advisors
New Jersey
$316K
NAS
1807
NWF Advisory Services
California
$316K +$16.9K +55 +7%
FWA
1808
FSM Wealth Advisors
Ohio
$315K +$30.5K +99 +13%
CJ
1809
Caitlin John
Michigan
$315K +$272K +883 New
TWM
1810
Thrive Wealth Management
Pennsylvania
$315K -$5.85K -19 -2%
GWA
1811
Gratus Wealth Advisors
Virginia
$314K +$28.3K +92 +12%
TIA
1812
Tandem Investment Advisors
South Carolina
$314K +$271K +880 New
KFP
1813
KMG Fiduciary Partners
Ohio
$314K
HW
1814
HORAN Wealth
Ohio
$312K +$269K +875 New
GIP
1815
Greatmark Investment Partners
Georgia
$312K +$269K +873 New
CBT
1816
Central Bank & Trust
Kentucky
$311K
AIM
1817
Athena Investment Management
California
$311K -$10.2K -33 -4%
JGUA
1818
John G. Ullman & Associates
New York
$310K
FSCM
1819
Front Street Capital Management
Montana
$309K -$7.39K -24 -3%
GWM
1820
Greenwich Wealth Management
Connecticut
$308K +$616 +2 +0.2%
MPM
1821
MBB Public Markets
Illinois
$308K -$831K -2,698 -76%
MAA
1822
Matrix Asset Advisors
New York
$308K
HCM
1823
Hengehold Capital Management
Ohio
$307K
MFP
1824
Meridian Financial Partners
Virginia
$307K +$308 +1 +0.1%
SFG
1825
SNS Financial Group
Minnesota
$306K +$18.8K +61 +8%