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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1701
Ameliora Wealth Management
Switzerland
$245K
CWM
1702
Centric Wealth Management
Illinois
$244K +$148K +6,109 New
CAI
1703
Capital Advisors Inc
Oklahoma
$244K +$176K +7,275 New
AWAP
1704
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$244K +$176K +7,270 New
SSW
1705
Smith Shellnut Wilson
Mississippi
$244K +$176K +7,260 New
I
1706
IMPACTfolio
Colorado
$243K +$175K +7,238 New
HTHT
1707
Hemenway Trust Hemenway Trust
New Hampshire
$243K +$175K +7,232 New
SN
1708
Sittner & Nelson
Oregon
$242K -$391K -16,146 -69%
CWM
1709
Connecticut Wealth Management
Connecticut
$242K +$175K +7,208 New
WCG
1710
Weaver Consulting Group
California
$241K +$174K +7,176 New
AAG
1711
Armstrong Advisory Group
Massachusetts
$240K -$39.8K -1,642 -19%
MSR
1712
Main Street Research
Connecticut
$240K +$173K +7,156 New
CIA
1713
Citadel Investment Advisory
Ohio
$240K
FFC
1714
First Financial Corp
Indiana
$240K -$9.69K -400 -5%
MPIA
1715
Mountain Pacific Investment Advisers
Idaho
$239K +$173K +7,136 New
TWD
1716
True Wealth Design
Ohio
$239K +$92.2K +3,807 +115%
PB
1717
Pinnacle Bancorp
Nebraska
$238K
BBA
1718
BLB&B Advisors
Pennsylvania
$238K +$172K +7,102 New
BWM
1719
Buckley Wealth Management
Nevada
$238K -$264K -10,900 -61%
RPGK
1720
Retirement Planning Group (Kansas)
Kansas
$238K +$172K +7,088 New
MFS
1721
Madrona Financial Services
Washington
$238K +$172K +7,084 New
IFS
1722
Ifrah Financial Services
Arkansas
$237K -$68.9K -2,844 -29%
VWM
1723
Valley Wealth Managers
New Jersey
$237K
OPTFSNA
1724
Old Point Trust & Financial Services N A
Virginia
$237K -$862K -35,581 -83%
FWP
1725
Family Wealth Partners
North Carolina
$236K +$171K +7,045 New