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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2176
Column Capital Advisors
Indiana
$343K +$325K +3,957 New
CHJWM
2177
Carlton Hofferkamp & Jenks Wealth Management
Texas
$342K -$160K -1,949 -32%
RP
2178
Rice Partnership
Hawaii
$342K +$8.87K +108 +3%
HCM
2179
HM Capital Management
Missouri
$341K +$4.85K +59 +2%
OPA
2180
Old Port Advisors
Maine
$340K +$26K +316 +9%
ACA
2181
Atlas Capital Advisors
Wyoming
$338K -$6.65K -81 -2%
MFP
2182
Meridian Financial Partners
Virginia
$338K – – –
RI
2183
Rudd International
Florida
$336K +$4.35K +53 +1%
MA
2184
MONECO Advisors
Connecticut
$336K +$18.8K +229 +6%
SAM
2185
S.A. Mason
Michigan
$336K +$318K +3,876 New
SFG
2186
Summit Financial Group
West Virginia
$335K -$9.86K -120 -3%
LWP
2187
Legacy Wealth Planning
Nevada
$335K +$317K +3,859 New
IAS
2188
Investment Advisory Services
Texas
$334K +$316K +3,846 New
RZH
2189
Relyea Zuckerberg Hanson
Connecticut
$330K +$312K +3,798 New
SG
2190
Somerset Group
Minnesota
$329K -$19K -231 -6%
RIG
2191
Roosevelt Investment Group
New York
$329K -$8.62K -105 -3%
CA
2192
Callahan Advisors
Texas
$329K +$2.14K +26 +0.7%
MWM
2193
Merriman Wealth Management
Washington
$329K +$2.63K +32 +0.9%
MW
2194
Marcum Wealth
Ohio
$329K +$311K +3,790 New
EW
2195
Element Wealth
Mississippi
$329K +$311K +3,792 New
HB
2196
Horizon Bancorp
Indiana
$327K +$310K +3,773 New
AIFAIM
2197
American Institute for Advanced Investment Management
Arizona
$326K +$309K +3,757 New
HWMG
2198
Hurlow Wealth Management Group
Indiana
$324K – – –
TCPWM
2199
Traverso Chambers Private Wealth Management
California
$322K +$6K +73 +2%
LWM
2200
Liberty Wealth Management
California
$322K +$69.7K +848 +30%