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Name Holding Trade Value Shares
Change
Change in
Stake
VAF
2751
Values Added Financial
District of Columbia
$504K +$37.8K +323 +9%
MIC
2752
Meridian Investment Counsel
California
$504K +$15.2K +130 +3%
MAM
2753
McLean Asset Management
Virginia
$504K -$10.4K -89 -2%
BWM
2754
Baron Wealth Management
Michigan
$504K -$42.4K -362 -8%
OAM
2755
Oak Asset Management
California
$502K -$2.22K -19 -0.5%
DQRIM
2756
Dale Q Rice Investment Management
Washington
$502K -$7.37K -63 -2%
HC
2757
Hoese & Co
Minnesota
$500K +$81K +692 +22%
OCPWS
2758
One Charles Private Wealth Services
Massachusetts
$500K +$1.41K +12 +0.3%
WAS
2759
Wealth Advisory Solutions
Indiana
$499K -$36.6K -313 -7%
VFP
2760
Verus Financial Partners
Virginia
$498K +$819 +7 +0.2%
SAMT
2761
Select Asset Management & Trust
Pennsylvania
$498K -$234K -2,000 -34%
EHWM
2762
Eads & Heald Wealth Management
Georgia
$498K -$16.5K -141 -4%
AT
2763
American Trust
Kentucky
$497K -$12.9K -110 -3%
BW
2764
Bravera Wealth
North Dakota
$496K -$28.2K -241 -6%
VIP
2765
Vista Investment Partners
Oklahoma
$496K +$819 +7 +0.2%
BWM
2766
BlackDiamond Wealth Management
New York
$496K +$27.3K +233 +7%
LWA
2767
Legacy Wealth Advisors
Florida
$494K +$164K +1,405 +58%
CWM
2768
Chemistry Wealth Management
New York
$494K -$56.2K -480 -11%
CPC
2769
Consolidated Planning Corp
Georgia
$494K -$20.4K -174 -4%
NWA
2770
New World Advisors
Massachusetts
$493K +$5.03K +43 +1%
PGAM
2771
Princeton Global Asset Management
New Jersey
$492K -$73.4K -627 -14%
PSCM
2772
Per Stirling Capital Management
Texas
$491K +$6.09K +52 +1%
MQWP
2773
Morey & Quinn Wealth Partners
Nebraska
$490K – – –
FMP
2774
Financial Management Professionals
Texas
$489K +$5.74K +49 +1%
GIP
2775
Greatmark Investment Partners
Georgia
$489K – – –