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Name Holding Trade Value Shares
Change
Change in
Stake
FC
851
Financial Council
Maryland
$242K
MA
852
MCF Advisors
Kentucky
$242K +$113K +2,472 +80%
VCM
853
Versant Capital Management
Arizona
$241K +$63.9K +1,400 +34%
WFI
854
West Family Investments
California
$240K -$14.6K -320 -5%
RPCONE
855
Retirement Planning Company of New England
Rhode Island
$240K -$4.56K -100 -2%
MWM
856
Marion Wealth Management
Pennsylvania
$240K +$274 +6 +0.1%
SFS
857
Stiles Financial Services
Minnesota
$240K +$2.28K +50 +0.9%
MWM
858
Meridian Wealth Management
Kentucky
$239K +$251K +5,494 New
SMC
859
Smith, Moore & Co
Missouri
$238K -$1.87K -41 -0.7%
SP
860
Successful Portfolios
Florida
$238K +$456 +10 +0.2%
EWM
861
Empirical Wealth Management
Washington
$237K +$5.89K +129 +2%
WSFS
862
Wilmington Savings Fund Society
Delaware
$236K
HIIFS
863
Harel Insurance Investments & Financial Services
Israel
$235K -$25.8K -565 -10%
PCM
864
Pennsylvania Capital Management
Pennsylvania
$233K -$2.05K -45 -0.8%
CCA
865
Carrera Capital Advisors
Michigan
$233K +$39.8K +873 +19%
ATC
866
Argent Trust Co
Tennessee
$233K -$29.2K -640 -11%
GWM
867
Geneos Wealth Management
Colorado
$232K -$1.09K -24 -0.4%
GC
868
Grimes & Company
Massachusetts
$230K +$3.65K +80 +2%
CI
869
Conning Inc
Connecticut
$229K +$240K +5,264 New
PPWP
870
Premier Path Wealth Partners
New Jersey
$229K +$8.85K +194 +4%
WCA
871
Westover Capital Advisors
Delaware
$229K -$502 -11 -0.2%
PFBT
872
Parkside Financial Bank & Trust
Missouri
$228K +$30.4K +667 +15%
FMTCOCP
873
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K
CCA
874
Clearwater Capital Advisors
Illinois
$226K
BAM
875
Belpointe Asset Management
Nevada
$226K +$236K +5,175 New