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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
901
Shelton Capital Management
Colorado
$271K – – –
MBWA
902
Marin Bay Wealth Advisors
California
$271K -$12K -119 -5%
CWG
903
Cornerstone Wealth Group
North Carolina
$271K +$6.74K +67 +3%
AFP
904
Ausdal Financial Partners
Iowa
$271K -$56.9K -566 -19%
BMCM
905
Bryn Mawr Capital Management
Pennsylvania
$271K -$191K -1,896 -44%
TF
906
Tompkins Financial
New York
$270K – – –
BA
907
Ballew Advisors
Mississippi
$269K +$6.84K +68 +3%
PWG
908
Portside Wealth Group
Utah
$268K +$240K +2,381 New
PHS
909
Pekin Hardy Strauss
Illinois
$267K – – –
ZIM
910
Zacks Investment Management
Illinois
$267K -$46.4K -461 -16%
SOW
911
State of Wyoming
Wyoming
$267K -$230K -2,284 -49%
WA
912
Wealth Architects
California
$265K -$1.51K -15 -0.6%
PFBT
913
Parkside Financial Bank & Trust
Missouri
$264K -$42K -417 -15%
CWM
914
Challenger Wealth Management
California
$264K -$7.75K -77 -3%
OPW
915
Oxler Private Wealth
New York
$264K +$1.51K +15 +0.6%
ICP
916
Impact Capital Partners
Colorado
$262K +$2.82K +28 +1%
Aristotle Capital Management
917
Aristotle Capital Management
California
$262K +$4.93K +49 +2%
BHC
918
Bull Harbor Capital
Maryland
$261K +$234K +2,327 New
JFG
919
Juno Financial Group
Virginia
$261K +$1.41K +14 +0.6%
BTI
920
Blue Trust Inc
Georgia
$261K -$63.1K -627 -21%
William Blair Investment Management
921
William Blair Investment Management
Illinois
$260K +$5.83K +58 +3%
QWP
922
Quotient Wealth Partners
Texas
$259K +$14.3K +142 +7%
MWP
923
Meriwether Wealth & Planning
Louisiana
$259K -$9.26K -92 -4%
SFS
924
Summit Financial Strategies
Ohio
$256K – – –
1SB
925
1ST Source Bank
Indiana
$255K – – –