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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2426
Miller Wealth Advisors
Colorado
$309K +$307K +6,000 New
FWM
2427
Fairhaven Wealth Management
Illinois
$308K -$9.66K -189 -3%
CCT
2428
Capital City Trust
Florida
$307K -$100K -1,965 -25%
FC
2429
Forte Capital
New York
$307K -$33.8K -661 -10%
CSI
2430
Cross Staff Investments
New York
$307K +$304K +5,954 New
SFS
2431
Security Financial Services
Indiana
$307K +$305K +5,964 New
M
2432
MOTCO
Texas
$306K -$118K -2,300 -28%
SDWMA
2433
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K -$41.4K -809 -12%
PAG
2434
Private Advisory Group
Washington
$306K -$15.1K -296 -5%
LGWM
2435
Litman Gregory Wealth Management
California
$306K
LRWA
2436
Long Run Wealth Advisors
New York
$306K +$304K +5,937 New
CFCI
2437
Comprehensive Financial Consultants Institutional
Indiana
$306K +$329K +6,427 New
SFG
2438
Sovereign Financial Group
Connecticut
$305K +$303K +5,929 New
AF
2439
Apexium Financial
Texas
$304K -$5.27K -103 -2%
AWS
2440
AJ Wealth Strategies
New York
$304K -$5.06K -99 -2%
PAS
2441
Professional Advisory Services
Florida
$304K
BMM
2442
Buffington Mohr McNeal
Idaho
$304K +$25.6K +500 +9%
CBB
2443
Citizens Business Bank
California
$304K +$301K +5,889 New
APW
2444
Austin Private Wealth
Texas
$303K -$83.2K -1,627 -22%
AW
2445
Apricus Wealth
South Carolina
$303K +$300K +5,875 New
KOMWMG
2446
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K +$300K +5,870 New
PHAM
2447
Palisades Hudson Asset Management
Florida
$300K
PPW
2448
Pinnacle Private Wealth
Massachusetts
$298K +$296K +5,793 New
Loomis, Sayles & Company
2449
Loomis, Sayles & Company
Massachusetts
$297K +$223K +4,367 +313%
PCG
2450
Prosperity Consulting Group
Maryland
$297K +$306K +5,991 New