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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2201
MBE Wealth Management
Wisconsin
$351K
LD
2202
Lipe & Dalton
New York
$350K +$25.9K +75 +8%
SP
2203
Successful Portfolios
Florida
$350K +$129K +373 +62%
EC
2204
Enhancing Capital
Pennsylvania
$349K +$335K +970 New
NAS
2205
Nicolet Advisory Services
Wisconsin
$348K -$203K -586 -38%
DA
2206
DCM Advisors
New York
$348K +$18.7K +54 +6%
WH
2207
Willner & Heller
California
$347K +$345K +997 New
WCP
2208
Wick Capital Partners
Pennsylvania
$346K +$333K +962 New
TP
2209
Truvvo Partners
New York
$345K +$346 +1 +0.1%
TFA
2210
Tranquilli Financial Advisor
New Jersey
$345K +$37K +107 +13%
TFS
2211
TrustCore Financial Services
Tennessee
$344K -$415K -1,199 -56%
GWS
2212
Glassman Wealth Services
Virginia
$343K -$540K -1,561 -62%
SFO
2213
Standard Family Office
South Dakota
$342K +$329K +951 New
RCG
2214
Rock Creek Group
District of Columbia
$341K -$23.2K -67 -7%
GWCM
2215
Godshalk Welsh Capital Management
Pennsylvania
$341K
KWA
2216
KCS Wealth Advisory
California
$341K +$328K +949 New
MFG
2217
Magnus Financial Group
New York
$340K +$8.99K +26 +3%
SSWM
2218
Sheets Smith Wealth Management
North Carolina
$340K +$328K +947 New
MCA
2219
Millennium Capital Advisors
Arkansas
$338K +$325K +941 New
DIP
2220
DT Investment Partners
Pennsylvania
$337K -$150K -435 -32%
FM
2221
Foster & Motley
Ohio
$337K +$23.9K +69 +8%
RPCONE
2222
Retirement Planning Company of New England
Rhode Island
$337K +$324K +938 New
ACP
2223
Aveo Capital Partners
Colorado
$336K -$41.5K -120 -11%
FPAS
2224
Focus Partners Advisor Solutions
Missouri
$334K +$322K +931 New
EHWM
2225
Eads & Heald Wealth Management
Georgia
$332K