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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1026
Optas LLC
Texas
$240K +$3.27K +47 +1%
CIC
1027
Carnegie Investment Counsel
Ohio
$240K
MWM
1028
MGB Wealth Management
Texas
$239K -$168K -2,417 -40%
TWM
1029
Tradition Wealth Management
Minnesota
$239K -$4.94K -71 -2%
1WM
1030
1858 Wealth Management
Ohio
$239K -$6.61K -95 -3%
RMCM
1031
Reynders McVeigh Capital Management
Massachusetts
$238K +$10K +144 +4%
FFWM
1032
Future Financial Wealth Management
Ohio
$236K +$70 +1 +0%
CFM
1033
Catalyst Funds Management
Australia
$236K -$1.54M -22,100 -86%
AA
1034
Advisory Alpha
Michigan
$236K +$4.59K +66 +2%
CL
1035
CLG LLC
California
$234K +$975 +14 +0.4%
VC
1036
Veery Capital
Delaware
$233K
AA
1037
Alta Advisers
United Kingdom
$232K
OFP
1038
OLIO Financial Planning
Virginia
$231K +$209 +3 +0.1%
ACG
1039
Allen Capital Group
Nebraska
$231K -$33.7K -484 -12%
Financial Engines Advisors
1040
Financial Engines Advisors
California
$228K +$9.89K +142 +4%
FFA
1041
Founders Financial Alliance
North Carolina
$228K +$3.97K +57 +2%
FOA
1042
Five Oceans Advisors
California
$228K -$11.3K -163 -5%
DBIA
1043
Dumont & Blake Investment Advisors
New Jersey
$228K -$975 -14 -0.4%
SCM
1044
Shelton Capital Management
Colorado
$227K -$22.3K -320 -9%
RI
1045
Rinkey Investments
California
$227K
RWP
1046
Revolve Wealth Partners
New Jersey
$223K +$28.5K +410 +14%
AWA
1047
Acorn Wealth Advisors
Michigan
$223K -$4.67K -67 -2%
OWM
1048
OneAscent Wealth Management
Alabama
$222K -$209 -3 -0.1%
SSWM
1049
Strait & Sound Wealth Management
California
$221K
EA
1050
Ergawealth Advisors
Illinois
$220K