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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1101
Moneta Group Investment Advisors
Missouri
$225K +$228K +1,172 New
Members Trust
1102
Members Trust
Florida
$225K -$66.5K -342 -23%
CWA
1103
Clearview Wealth Advisors
Oregon
$225K -$2.53K -13 -1%
FCP
1104
Fidelis Capital Partners
Florida
$225K +$44.9K +231 +23%
HVIA
1105
Hudson Valley Investment Advisors
New York
$223K – – –
OAS
1106
Optivise Advisory Services
Tennessee
$223K -$9.14K -47 -4%
NCM
1107
Novare Capital Management
North Carolina
$222K – – –
AIM
1108
Anchor Investment Management
South Carolina
$222K +$104K +537 +87%
CCA
1109
Checchi Capital Advisers
California
$221K -$389 -2 -0.2%
CW
1110
CIC Wealth
Maryland
$221K – – –
TP
1111
Tranquility Partners
Tennessee
$220K +$223K +1,149 New
KIA
1112
KCM Investment Advisors
California
$220K – – –
CWP
1113
CFM Wealth Partners
Texas
$220K – – –
ML
1114
McAdam LLC
Pennsylvania
$220K +$7.19K +37 +3%
TWM
1115
TCFG Wealth Management
California
$220K +$223K +1,146 New
CFS
1116
Commonwealth Financial Services
West Virginia
$220K -$13.6K -70 -6%
MAWA
1117
Moss Adams Wealth Advisors
Washington
$218K +$1.36K +7 +0.6%
MJRIC
1118
Mogy Joel R Investment Counsel
California
$217K -$38.9K -200 -15%
FDCP
1119
Foster Dykema Cabot & Partners
Massachusetts
$217K – – –
ST
1120
Sabal Trust
Florida
$216K +$219K +1,128 New
WAL
1121
W Advisors LLC
Tennessee
$215K +$389 +2 +0.2%
FFG
1122
Fiduciary Financial Group
California
$215K +$15K +77 +7%
AWA
1123
Arkadios Wealth Advisors
Georgia
$215K -$41K -211 -16%
BTWM
1124
Baker Tilly Wealth Management
Wisconsin
$212K -$4.67K -24 -2%
RCAG
1125
Rehmann Capital Advisory Group
Michigan
$212K -$778 -4 -0.4%