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Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
1501
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$515K +$28.3K +213 +5%
HWM
1502
Horizon Wealth Management
Illinois
$513K -$440K -3,309 -45%
MBTD
1503
Mechanics Bank - Trust Department
California
$512K -$6.38K -48 -1%
WEG
1504
World Equity Group
Illinois
$511K +$546K +4,106 New
PA
1505
Probity Advisors
Texas
$511K -$29.3K -220 -5%
HWA
1506
Heritage Wealth Advisors
Virginia
$507K -$99.9K -751 -16%
GLLW
1507
Graves Light Lenhart Wealth
Virginia
$505K +$39.9K +300 +8%
JMFC
1508
J.M. Forbes & Co
Massachusetts
$503K -$8.78K -66 -2%
PPW
1509
Parcion Private Wealth
Washington
$501K -$53.1K -399 -9%
SCA
1510
Strategic Capital Advisers
Colorado
$501K
KMWM
1511
Keudell/Morrison Wealth Management
Oregon
$501K +$181K +1,359 +51%
LWP
1512
Laurel Wealth Planning
Minnesota
$499K -$14.8K -111 -3%
RVM
1513
Robinson Value Management
Texas
$499K
EGA
1514
Eagle Global Advisors
Texas
$498K
PCIA
1515
Prime Capital Investment Advisors
Kansas
$498K
IAMOG
1516
Investors Asset Management of Georgia
Georgia
$498K +$53.6K +403 +11%
FAG
1517
Financial Advisory Group
Texas
$496K
AP
1518
Advisors Preferred
Maryland
$494K +$143K +1,076 +37%
EWM
1519
Evermay Wealth Management
Virginia
$493K -$14.2K -107 -3%
FRM
1520
Fox Run Management
Connecticut
$493K +$526K +3,958 New
AFM
1521
Andesa Financial Management
Pennsylvania
$492K -$358K -2,691 -40%
ACM
1522
Alethea Capital Management
Washington
$492K +$64.1K +482 +14%
CCM
1523
Cox Capital Management
Massachusetts
$490K
GBT
1524
Grove Bank & Trust
Florida
$489K -$69.5K -523 -12%
CFAM
1525
Coury Firm Asset Management
Pennsylvania
$489K +$46.7K +351 +10%