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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2926
Denver Wealth Management
Colorado
$321K -$3.45K -6 -1%
NEWAS
2927
N.E.W. Advisory Services
Wisconsin
$320K
CWM
2928
Cahaba Wealth Management
Georgia
$319K +$574 +1 +0.2%
RFW
2929
Rainier Family Wealth
Washington
$319K +$41.3K +72 +15%
FPL
2930
Fortress Private Ledger
North Carolina
$319K -$4.02K -7 -1%
PR
2931
Payden & Rygel
California
$319K
MCIA
2932
Mountain Capital Investment Advisors
Colorado
$316K +$21.2K +37 +7%
AFS
2933
Anderson Financial Strategies
Ohio
$316K
WPW
2934
Watershed Private Wealth
Illinois
$316K
TWM
2935
Tanager Wealth Management
United Kingdom
$316K +$57.4K +100 +22%
CMF
2936
Counterpoint Mutual Funds
California
$316K +$319K +555 New
KPPF
2937
Klein Pavlis & Peasley Financial
California
$315K +$5.17K +9 +2%
BAS
2938
Brueske Advisory Services
Washington
$315K +$7.47K +13 +2%
HWMO
2939
Heritage Wealth Management (Ohio)
Ohio
$313K
EPM
2940
Elm Partners Management
Pennsylvania
$313K +$316K +550 New
ST
2941
Sentinel Trust
Texas
$313K
EGWAG
2942
Elwood & Goetz Wealth Advisory Group
Georgia
$313K -$31.6K -55 -9%
FAP
2943
Financial Advisory Partners
Florida
$313K
PVM
2944
Palogic Value Management
Texas
$313K +$574 +1 +0.2%
LFS
2945
Legacy Financial Strategies
Kansas
$313K +$38.5K +67 +14%
AB
2946
ANB Bank
Colorado
$312K +$5.17K +9 +2%
YP
2947
YANKCOM Partnership
South Dakota
$312K
NPT
2948
National Philanthropic Trust
Pennsylvania
$312K +$315K +548 New
ACM
2949
Ascent Capital Management
Oregon
$311K +$7.47K +13 +2%
Members Trust
2950
Members Trust
Florida
$311K -$38.5K -67 -11%