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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
2351
Tillar-Wenstrup Advisors
Ohio
$250K
AWM
2352
Avaii Wealth Management
Wisconsin
$250K +$9.78K +226 +3%
BDWM
2353
Brewin Dolphin Wealth Management
Ireland
$249K -$8.74K -202 -3%
PWM
2354
PBMares Wealth Management
Virginia
$249K -$2.55K -59 -0.9%
HNWAG
2355
High Net Worth Advisory Group
Florida
$247K +$1.17K +27 +0.4%
SCA
2356
Scott Capital Advisors
Oregon
$247K +$9.17K +212 +3%
IWN
2357
Independent Wealth Network
Iowa
$247K +$9.65K +223 +3%
DW
2358
Domani Wealth
Pennsylvania
$246K
KLWA
2359
Kelly Lawrence W & Associates
California
$246K
VCM
2360
Virtue Capital Management
Tennessee
$245K -$766K -17,704 -73%
CG
2361
Clarus Group
Texas
$245K -$34.2K -790 -11%
FNBOSM
2362
First National Bank of South Miami
Florida
$245K -$12.5K -289 -4%
CHA
2363
Cooper/Haims Advisors
New York
$245K +$3.33K +77 +1%
CCP
2364
Carmel Capital Partners
California
$245K +$6.19K +143 +2%
GCIA
2365
Gabelli & Co Investment Advisers
New York
$245K +$283K +6,550 New
CF
2366
Corrigan Financial
Rhode Island
$244K -$41.2K -952 -13%
MIP
2367
Marietta Investment Partners
Wisconsin
$243K
WFA
2368
WestHill Financial Advisors
California
$241K -$4.24K -98 -1%
HGERS
2369
Householder Group Estate & Retirement Specialist
Arizona
$241K +$216 +5 +0.1%
CAGAS
2370
Capital Advisory Group Advisory Services
Minnesota
$240K -$109K -2,522 -32%
KM
2371
Kalos Management
Georgia
$240K -$101K -2,327 -27%
UIA
2372
UBP Investment Advisors
Switzerland
$240K +$277K +6,393 New
WG
2373
Watchman Group
Texas
$239K
PFGIA
2374
Patriot Financial Group Insurance Agency
Massachusetts
$237K -$40.8K -943 -13%
SSW
2375
Smith Shellnut Wilson
Mississippi
$237K -$22.9K -530 -8%