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Name Holding Trade Value Shares
Change
Change in
Stake
ML
1801
McAdam LLC
Pennsylvania
$154K +$166K +838 New
MWM
1802
MinichMacGregor Wealth Management
New York
$153K +$2.58K +13 +2%
PI
1803
PineBridge Investments
New York
$152K -$22K -111 -12%
Carson Wealth (CWM LLC)
1804
Carson Wealth (CWM LLC)
Nebraska
$148K -$30.5K -154 -16%
GWS
1805
Glassman Wealth Services
Virginia
$147K +$30.5K +154 +24%
CIM
1806
Corbyn Investment Management
Maryland
$146K +$158K +795 New
CAL
1807
Capital Advisors Ltd
Ohio
$145K +$396 +2 +0.3%
Capstone Investment Advisors
1808
Capstone Investment Advisors
New York
$142K -$822K -4,150 -84%
FCAG
1809
First Capital Advisors Group
New Jersey
$135K +$146K +738 New
CPIG
1810
Chicago Partners Investment Group
Illinois
$134K
HCM
1811
Horan Capital Management
Maryland
$133K +$20.2K +102 +16%
SWMG
1812
Signature Wealth Management Group
Georgia
$132K -$11.5K -58 -7%
HRC
1813
Hoertkorn Richard Charles
$132K
SHJ
1814
Sharkey, Howes & Javer
Colorado
$132K
FMB
1815
Field & Main Bank
Kentucky
$131K
CBT
1816
Central Bank & Trust
Kentucky
$130K
VCM
1817
Virtue Capital Management
Tennessee
$130K +$15.5K +78 +12%
SC
1818
Sawyer & Company
Massachusetts
$128K
KF
1819
Krilogy Financial
Missouri
$126K -$9.51K -48 -7%
KA
1820
Kaizen Advisory
Illinois
$126K
SAS
1821
Stelac Advisory Services
New York
$125K +$135K +682 New
RFA
1822
Reilly Financial Advisors
California
$124K -$48.3K -244 -26%
JWA
1823
JFS Wealth Advisors
Pennsylvania
$123K
WWM
1824
Willingdon Wealth Management
North Carolina
$122K
BA
1825
Ballew Advisors
Mississippi
$122K +$131K +663 New