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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1101
Moneta Group Investment Advisors
Missouri
$205K -$2.13K -7 -1%
FIM
1102
Fernwood Investment Management
Massachusetts
$205K – – –
FAB
1103
First American Bank
Illinois
$205K – – –
IF
1104
Ironwood Financial
Arizona
$205K – – –
LBD
1105
Landsberg Bennett & Dubbaneh
Florida
$205K +$209K +688 New
SB
1106
Strategic Blueprint
Georgia
$204K +$77.2K +254 +57%
WP
1107
WealthPLAN Partners
Nebraska
$204K +$187K +616 New
OHIS
1108
Oak Harvest Investment Services
Texas
$203K -$24.9K -82 -11%
TSA
1109
Tri-Star Advisors
Texas
$203K +$200K +657 New
CW
1110
CreativeOne Wealth
Kansas
$203K +$210K +691 New
MWM
1111
Maltin Wealth Management
New Jersey
$203K +$210K +692 New
PFM
1112
Parsec Financial Management
North Carolina
$201K +$180K +593 New
OWA
1113
One Wealth Advisors
California
$201K +$208K +684 New
MIM
1114
MTM Investment Management
South Carolina
$200K +$205K +674 New
AF
1115
Allworth Financial
California
$196K +$16.4K +54 +9%
MCA
1116
Mercer Capital Advisers
New Jersey
$195K – – –
PK
1117
Pflug Koory
Nebraska
$189K – – –
MPWT
1118
MassMutual Private Wealth & Trust
Connecticut
$180K -$4.25K -14 -2%
SAI
1119
Systematic Alpha Investments
New Jersey
$180K +$171K +564 New
BCA
1120
Berman Capital Advisors
Georgia
$170K -$163K -536 -48%
KIG
1121
Kowal Investment Group
Wisconsin
$168K +$174K +572 New
VRM
1122
Vectors Research Management
New York
$158K – – –
GCM
1123
Gables Capital Management
Florida
$144K – – –
WWM
1124
Wolff Wiese Magana
California
$143K +$33.1K +109 +29%
LAM
1125
Lountzis Asset Management
Pennsylvania
$139K – – –