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Name Holding Trade Value Shares
Change
Change in
Stake
MSR
1701
Main Street Research
Connecticut
$261K -$67.3K -460 -21%
PAW
1702
Plan A Wealth
Nebraska
$259K +$1.46K +10 +0.6%
Members Trust
1703
Members Trust
Florida
$259K -$43.9K -300 -15%
Venture Visionary Partners
1704
Venture Visionary Partners
Ohio
$258K – – –
WFA
1705
Websterrogers Financial Advisors
South Carolina
$258K – – –
AFA
1706
Amicus Financial Advisors
Texas
$256K – – –
LFS
1707
Legacy Financial Strategies
Kansas
$255K +$7.32K +50 +3%
BFG
1708
Birch Financial Group
New Hampshire
$255K -$4.39K -30 -2%
Glenview Trust
1709
Glenview Trust
Kentucky
$255K +$253K +1,730 New
PCM
1710
Polymer Capital Management
New York
$253K -$1.25M -8,560 -83%
ITG
1711
Index Technologies Group
New York
$253K – – –
VFG
1712
Victory Financial Group
Texas
$253K +$252K +1,720 New
Martingale Asset Management
1713
Martingale Asset Management
Massachusetts
$252K – – –
CIM
1714
Capital Investment Management
Missouri
$252K +$7.32K +50 +3%
HPM
1715
Hoxton Planning & Management
West Virginia
$252K – – –
AWA
1716
Aletheian Wealth Advisors
Washington
$252K +$250K +1,710 New
CCG
1717
Cypress Capital Group
Florida
$252K +$250K +1,710 New
TWM
1718
Triton Wealth Management
Arizona
$251K – – –
ARC
1719
Advisor Resource Council
Texas
$250K – – –
AIFAIM
1720
American Institute for Advanced Investment Management
Arizona
$250K – – –
WSCM
1721
Wellington Shields Capital Management
New York
$250K – – –
SA
1722
Stewardship Advisors
Pennsylvania
$250K +$249K +1,700 New
RDWM
1723
Red Door Wealth Management
Tennessee
$249K +$247K +1,690 New
SP
1724
Symmetry Partners
Connecticut
$248K +$247K +1,690 New
VC
1725
Vicus Capital
Pennsylvania
$248K +$246K +1,680 New