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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1276
Glassman Wealth Services
Virginia
$312K +$25.5K +67 +9%
RDWM
1277
Red Door Wealth Management
Tennessee
$310K -$5.33K -14 -2%
TWA
1278
Tandem Wealth Advisors
Arizona
$310K +$5.33K +14 +2%
PA
1279
PFG Advisors
Arizona
$309K -$649K -1,705 -67%
LC
1280
Landaas & Company
Wisconsin
$308K – – –
RWA
1281
Rooted Wealth Advisors
Illinois
$307K – – –
Commerzbank Aktiengesellschaft
1282
Commerzbank Aktiengesellschaft
Germany
$307K +$313K +822 New
BEAM
1283
Baker Ellis Asset Management
Washington
$305K -$19K -50 -6%
HBT
1284
Heartland Bank & Trust
Illinois
$300K +$4.95K +13 +2%
KIA
1285
KLR Investment Advisors
Rhode Island
$299K +$13.7K +36 +4%
FCCM
1286
First City Capital Management
Georgia
$298K – – –
CPRC
1287
Consolidated Portfolio Review Corp
New York
$298K – – –
RG
1288
Renaissance Group
Kentucky
$297K – – –
CWM
1289
C2C Wealth Management
Arizona
$296K – – –
BCFD
1290
Boit C.F. David
$296K – – –
SAM
1291
Strategy Asset Managers
California
$296K -$29.7K -78 -9%
WC
1292
Woodstock Corp
Massachusetts
$295K – – –
AIA
1293
Angeles Investment Advisors
California
$295K -$385K -1,011 -56%
Cassaday & Co Wealth Management
1294
Cassaday & Co Wealth Management
Virginia
$293K – – –
Benjamin Edwards Inc
1295
Benjamin Edwards Inc
Missouri
$292K +$14.5K +38 +5%
CC
1296
Callan Capital
California
$292K +$54K +142 +22%
FTA
1297
Financial & Tax Architects
Missouri
$290K +$94.8K +249 +47%
SWIM
1298
Smallwood Wealth Investment Management
New Jersey
$289K – – –
NCM
1299
Northside Capital Management
Oregon
$289K +$381 +1 +0.1%
JCM
1300
Jacobsen Capital Management
Utah
$288K -$761 -2 -0.3%