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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1876
HHM Wealth Advisors
Tennessee
$267K +$964 +18 +0.4%
UCMOK
1877
United Capital Management of KS
Kansas
$265K -$28K -522 -10%
CWAG
1878
Compton Wealth Advisory Group
Virginia
$265K -$321 -6 -0.1%
MAS
1879
Managed Account Services
Florida
$265K +$161 +3 +0.1%
LJHT
1880
Laurie J. Hall Trustee
$263K
SA
1881
SRH Advisors
Kansas
$263K +$589 +11 +0.2%
MC
1882
Mathes Company
New York
$262K
CCFM
1883
Clear Creek Financial Management
Washington
$258K -$25.5K -476 -9%
WIP
1884
Wellesley Investment Partners
Massachusetts
$258K +$6.85K +128 +3%
AA
1885
Advisory Alpha
Michigan
$257K -$3.48K -65 -1%
HBWM
1886
Hollow Brook Wealth Management
New York
$257K
TCPWM
1887
Traverso Chambers Private Wealth Management
California
$256K
TLP
1888
Trinity Legacy Partners
Texas
$255K -$11.8K -220 -4%
MCM
1889
McRae Capital Management
New Jersey
$255K
WCF
1890
West Coast Financial
California
$254K +$161 +3 +0.1%
WTFG
1891
Wells Trecaso Financial Group
Ohio
$253K -$8.51K -159 -3%
CFG
1892
CMC Financial Group
Georgia
$253K
VNA
1893
Valley National Advisers
Pennsylvania
$253K +$214 +4 +0.1%
W
1894
WealthOne
New York
$253K +$3.48K +65 +1%
FIM
1895
Fernwood Investment Management
Massachusetts
$253K +$5.36K +100 +2%
MFG
1896
Merit Financial Group
Georgia
$253K +$249K +4,643 New
WS
1897
Wela Strategies
Georgia
$252K -$18K -336 -7%
OAM
1898
Oak Asset Management
California
$251K
PR
1899
Payden & Rygel
California
$250K
SWRP
1900
Summit Wealth & Retirement Planning
California
$249K -$107K -2,000 -30%