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Name Holding Trade Value Shares
Change
Change in
Stake
JSMC
2426
Jess S. Morgan & Co
California
$309K +$307K +6,000 New
MWA
2427
Miller Wealth Advisors
Colorado
$309K +$307K +6,000 New
FWM
2428
Fairhaven Wealth Management
Illinois
$308K -$9.66K -189 -3%
CCT
2429
Capital City Trust
Florida
$307K -$100K -1,965 -25%
FC
2430
Forte Capital
New York
$307K -$33.8K -661 -10%
CSI
2431
Cross Staff Investments
New York
$307K +$304K +5,954 New
SFS
2432
Security Financial Services
Indiana
$307K +$305K +5,964 New
M
2433
MOTCO
Texas
$306K -$118K -2,300 -28%
SDWMA
2434
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K -$41.4K -809 -12%
PAG
2435
Private Advisory Group
Washington
$306K -$15.1K -296 -5%
LGWM
2436
Litman Gregory Wealth Management
California
$306K – – –
LRWA
2437
Long Run Wealth Advisors
New York
$306K +$304K +5,937 New
CFCI
2438
Comprehensive Financial Consultants Institutional
Indiana
$306K +$329K +6,427 New
SFG
2439
Sovereign Financial Group
Connecticut
$305K +$303K +5,929 New
AF
2440
Apexium Financial
Texas
$304K -$5.27K -103 -2%
AWS
2441
AJ Wealth Strategies
New York
$304K -$5.06K -99 -2%
PAS
2442
Professional Advisory Services
Florida
$304K – – –
BMM
2443
Buffington Mohr McNeal
Idaho
$304K +$25.6K +500 +9%
CBB
2444
Citizens Business Bank
California
$304K +$301K +5,889 New
APW
2445
Austin Private Wealth
Texas
$303K -$83.2K -1,627 -22%
AW
2446
Apricus Wealth
South Carolina
$303K +$300K +5,875 New
KOMWMG
2447
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K +$300K +5,870 New
PHAM
2448
Palisades Hudson Asset Management
Florida
$300K – – –
PPW
2449
Pinnacle Private Wealth
Massachusetts
$298K +$296K +5,793 New
Loomis, Sayles & Company
2450
Loomis, Sayles & Company
Massachusetts
$297K +$223K +4,367 +313%