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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2226
Seed Wealth Management
Illinois
$211K – – –
IR
2227
IAT Reinsurance
New York
$210K – – –
MAWCM
2228
Mine & Arao Wealth Creation & Management
California
$210K – – –
NSCM
2229
New South Capital Management
Tennessee
$210K – – –
KAM
2230
Karani Asset Management
New York
$210K +$213K +1,500 New
PSP
2231
Pacific Sage Partners
Washington
$210K +$142 +1 +0.1%
LAM
2232
Lountzis Asset Management
Pennsylvania
$210K – – –
PAIM
2233
Punch & Associates Investment Management
Minnesota
$209K +$212K +1,492 New
VC
2234
Vestor Capital
Illinois
$209K +$66.3K +466 +46%
ARG
2235
Advisory Resource Group
Oklahoma
$209K -$6.4K -45 -3%
PFA
2236
Pure Financial Advisors
California
$208K -$3.42K -24 -2%
MCG
2237
McCollum Christoferson Group
New York
$208K +$210K +1,479 New
ICM
2238
IMS Capital Management
Oregon
$207K +$210K +1,478 New
HS
2239
Horan Securities
United States
$207K -$68.7K -483 -25%
PWA
2240
Primoris Wealth Advisors
Florida
$207K +$209K +1,472 New
EBWM
2241
Eagle Bluffs Wealth Management
Missouri
$206K +$209K +1,469 New
WCM
2242
WealthBridge Capital Management
Ohio
$206K +$209K +1,468 New
GEA
2243
Glen Eagle Advisors
New Jersey
$206K -$74.1K -521 -26%
CWS
2244
Cypress Wealth Services
California
$206K +$209K +1,466 New
GP
2245
Girard Partners
Pennsylvania
$205K +$208K +1,462 New
AC
2246
AlphaCore Capital
California
$205K +$208K +1,462 New
Loomis, Sayles & Company
2247
Loomis, Sayles & Company
Massachusetts
$205K +$30.3K +213 +17%
RWP
2248
Revolve Wealth Partners
New Jersey
$205K +$208K +1,460 New
WA
2249
WESPAC Advisors
California
$204K +$207K +1,456 New
FMTCOCP
2250
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K – – –