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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1876
Cascade Wealth Advisors
Washington
$221K – – –
SFS
1877
Symphony Financial Services
Ohio
$221K +$5.29K +17 +2%
PTB
1878
Pioneer Trust Bank
Oregon
$220K – – –
HHM Wealth Advisors
1879
HHM Wealth Advisors
Tennessee
$220K +$14.6K +47 +6%
Affinity Capital Advisors
1880
Affinity Capital Advisors
California
$220K – – –
TWA
1881
Talisman Wealth Advisors
New Jersey
$219K -$21.2K -68 -8%
BIA
1882
Beacon Investment Advisors
Maryland
$219K +$23K +74 +10%
LVW Advisors
1883
LVW Advisors
New York
$219K +$37.4K +120 +18%
CCA
1884
Cadent Capital Advisors
Oklahoma
$218K – – –
Aspiriant LLC
1885
Aspiriant LLC
California
$217K -$60.7K -195 -20%
BAM
1886
BOS Asset Management
Illinois
$217K – – –
SNS Financial Group
1887
SNS Financial Group
Minnesota
$216K +$248K +795 New
Douglas Lane & Associates
1888
Douglas Lane & Associates
New York
$216K -$60.1K -193 -20%
WCM
1889
Weaver Capital Management
Georgia
$215K +$247K +792 New
MCM
1890
Mendel Capital Management
Arkansas
$215K -$222K -714 -47%
Gratus Wealth Advisors
1891
Gratus Wealth Advisors
Virginia
$214K – – –
FSM Wealth Advisors
1892
FSM Wealth Advisors
Ohio
$212K +$21.5K +69 +10%
Gibson Capital
1893
Gibson Capital
Pennsylvania
$212K +$623 +2 +0.3%
Westpac Banking Corp
1894
Westpac Banking Corp
Australia
$212K +$33.6K +108 +16%
Greenwood Gearhart
1895
Greenwood Gearhart
Arkansas
$212K +$2.8K +9 +1%
T
1896
TrueFG
Texas
$211K – – –
AB
1897
Atlas Brown
Kentucky
$211K -$2.8K -9 -1%
CFS Investment Advisory Services
1898
CFS Investment Advisory Services
New Jersey
$210K +$21.5K +69 +10%
Intrua Financial
1899
Intrua Financial
Texas
$209K +$7.78K +25 +3%
CWG
1900
Crown Wealth Group
North Carolina
$208K +$311 +1 +0.1%