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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1701
Moller Wealth Partners
$263K – – –
PWM
1702
PBMares Wealth Management
Virginia
$261K +$126 +1 +0.1%
MA
1703
MONECO Advisors
Connecticut
$260K +$251K +1,995 New
GLA
1704
Good Life Advisors
Pennsylvania
$260K +$253K +2,007 New
DWM
1705
Destination Wealth Management
California
$259K -$30K -238 -11%
CAM
1706
Congress Asset Management
Massachusetts
$259K -$6.8K -54 -3%
TA
1707
TFG Advisers
Michigan
$259K +$11.8K +94 +5%
CFG
1708
Cooper Financial Group
California
$258K +$250K +1,981 New
VNA
1709
Valley National Advisers
Pennsylvania
$256K -$177K -1,406 -42%
CWM
1710
Cornerstone Wealth Management
Missouri
$256K -$1.26K -10 -0.5%
CCM
1711
Chilton Capital Management
Texas
$255K -$193K -1,533 -44%
EIG
1712
Ellenbecker Investment Group
Wisconsin
$254K +$1.13K +9 +0.5%
SRAM
1713
Stone Ridge Asset Management
New York
$254K +$246K +1,949 New
MAG
1714
Mayfair Advisory Group
Alabama
$253K +$7.43K +59 +3%
FQ
1715
First Quadrant
California
$253K +$244K +1,936 New
TCM
1716
Tradewinds Capital Management
Washington
$252K -$13K -103 -5%
HCM
1717
Hengehold Capital Management
Ohio
$250K +$3.15K +25 +1%
PAMP
1718
Polar Asset Management Partners
Ontario, Canada
$250K +$242K +1,918 New
WWM
1719
Windsor Wealth Management
Indiana
$249K -$176K -1,397 -42%
EWM
1720
Executive Wealth Management
Michigan
$249K -$15.1K -120 -6%
CCP
1721
Cardan Capital Partners
Colorado
$249K +$241K +1,909 New
BWM
1722
BT Wealth Management
Georgia
$248K -$75.4K -598 -24%
DWM
1723
Darwin Wealth Management
Florida
$247K +$27.8K +221 +13%
MHR
1724
Matthew Hamilton Rosenberg
$247K +$49K +389 +26%
SAM
1725
Strategy Asset Managers
California
$247K +$238K +1,891 New