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Name Holding Trade Value Shares
Change
Change in
Stake
W
2276
WealthOne
New York
$371K +$42.3K +185 +14%
RRWA
2277
Rainey & Randall Wealth Advisors
Florida
$370K +$1.15K +5 +0.3%
AWMS
2278
Advocacy Wealth Management Services
Georgia
$368K – – –
VCM
2279
Vision Capital Management
Oregon
$366K – – –
OC
2280
Oarsman Capital
Wisconsin
$365K +$72.1K +315 +28%
MPCG
2281
Matrix Private Capital Group
New York
$364K +$4.12K +18 +1%
UH
2282
Unigestion Holding
Switzerland
$363K -$345K -1,508 -51%
BLAM
2283
Bourne Lent Asset Management
New York
$363K – – –
ME
2284
McIlrath & Eck
Washington
$363K +$5.49K +24 +2%
IF
2285
IRON Financial
Illinois
$363K +$9.38K +41 +3%
CCM
2286
Community Capital Management
Florida
$359K – – –
WS
2287
Wela Strategies
Georgia
$359K +$229 +1 +0.1%
SCM
2288
Stonehearth Capital Management
Massachusetts
$358K – – –
CC
2289
Cedar Capital
Illinois
$357K -$128K -558 -28%
HFP
2290
Holistic Financial Partners
Indiana
$357K -$35.3K -154 -10%
LBC
2291
Lawrence B. Cohen
$355K -$16K -70 -5%
TSWM
2292
Triangle Securities Wealth Management
North Carolina
$355K – – –
TWP
2293
Tempus Wealth Planning
California
$353K – – –
DSAM
2294
Dock Street Asset Management
Florida
$352K +$52K +227 +19%
ACWM
2295
Adams Chetwood Wealth Management
North Carolina
$351K +$458 +2 +0.1%
BMC
2296
Benin Management Corp
Connecticut
$351K +$687 +3 +0.2%
SAM
2297
Secure Asset Management
Michigan
$351K +$10.5K +46 +3%
MGWM
2298
Marks Group Wealth Management
Minnesota
$351K +$40.5K +177 +14%
SWG
2299
Summit Wealth Group
Vermont
$351K +$42.8K +187 +15%
SDJVC
2300
St. Denis J. Villere & Co
Louisiana
$350K – – –