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Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
2126
Jackson Hole Capital Partners
Oklahoma
$299K – – –
CWA
2127
Capital Wealth Alliance
Arizona
$298K +$364 +1 +0.1%
WFMPM
2128
Woodley Farra Manion Portfolio Management
Indiana
$297K -$225K -618 -42%
TFA
2129
Tranquilli Financial Advisor
New Jersey
$297K +$4K +11 +1%
BBW
2130
Blue Barn Wealth
Utah
$297K +$310K +853 New
HA
2131
Hamel Associates
New Jersey
$296K – – –
NIC
2132
Northwest Investment Counselors
Oregon
$293K +$64.7K +178 +27%
FCMT
2133
Founders Capital Management (Texas)
Texas
$292K – – –
BFC
2134
Bedel Financial Consulting
Indiana
$290K +$3.27K +9 +1%
PGA
2135
Portland Global Advisors
Maine
$290K +$36.4K +100 +14%
EFG
2136
Everhart Financial Group
Ohio
$289K +$303K +832 New
PFWA
2137
Paces Ferry Wealth Advisors
Georgia
$288K – – –
AP
2138
Adero Partners
California
$287K +$26.9K +74 +10%
WOSD
2139
WFA of San Diego
California
$286K +$12K +33 +4%
SAF
2140
Smith Anglin Financial
Texas
$285K +$53.1K +146 +22%
RP
2141
Rice Partnership
Hawaii
$284K – – –
MWC
2142
MBM Wealth Consultants
Missouri
$282K – – –
WBG
2143
Wharton Business Group
Pennsylvania
$282K – – –
XWM
2144
Xcel Wealth Management
Florida
$280K -$145K -400 -33%
CSPIA
2145
Cary Street Partners Investment Advisory
Virginia
$280K -$727 -2 -0.2%
MPIA
2146
Mountain Pacific Investment Advisers
Idaho
$280K – – –
SMFG
2147
Sumitomo Mitsui Financial Group
Japan
$279K +$287K +790 New
GWM
2148
GSB Wealth Management
Connecticut
$278K -$45.1K -124 -13%
OWM
2149
Orgel Wealth Management
Wisconsin
$278K – – –
CC
2150
Cypress Capital
Tennessee
$278K +$291K +801 New