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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
851
Precision Wealth Strategies
Missouri
$220K +$190K +3,835 New
CCM
852
Covington Capital Management
California
$218K -$9.93K -200 -5%
SMC
853
Smith, Moore & Co
Missouri
$217K +$188K +3,784 New
WT
854
Whittier Trust
California
$216K +$1.24K +25 +0.7%
VDI
855
Vaughan David Investments
Illinois
$215K -$64.5K -1,300 -26%
NWMG
856
National Wealth Management Group
Ohio
$215K +$186K +3,743 New
CIC
857
Carnegie Investment Counsel
Ohio
$214K -$44.7K -900 -19%
Capstone Investment Advisors
858
Capstone Investment Advisors
New York
$213K +$130K +2,610 +235%
RFN
859
RDA Financial Network
Iowa
$213K +$184K +3,707 New
JC
860
Jacobs & Co
California
$213K +$185K +3,724 New
MIM
861
MTM Investment Management
South Carolina
$212K +$183K +3,695 New
HA
862
Herold Advisors
New York
$209K +$181K +3,650 New
LC
863
Lindbrook Capital
California
$209K +$12K +242 +7%
IF
864
IRON Financial
Illinois
$209K +$181K +3,640 New
LWM
865
Liberty Wealth Management
California
$208K +$180K +3,630 New
TFS
866
TrustCore Financial Services
Tennessee
$207K +$745 +15 +0.4%
PIM
867
Perpetual Investment Management
Australia
$207K +$179K +3,600 New
EWM
868
Evercore Wealth Management
New York
$207K +$179K +3,614 New
GIA
869
Goodwin Investment Advisory
Georgia
$206K +$149K +2,998 +500%
RWM
870
RBA Wealth Management
California
$205K -$86.2K -1,736 -33%
VCM
871
Violich Capital Management
California
$204K +$176K +3,550 New
JWCA
872
J.W. Cole Advisors
Florida
$204K +$177K +3,563 New
GRP
873
Global Retirement Partners
California
$204K +$196K +3,956 New
KTC
874
Kistler-Tiffany Companies
Pennsylvania
$203K +$41K +825 +30%
NAS
875
Nicolet Advisory Services
Wisconsin
$202K +$162K +3,268 New