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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
2176
Carlton Hofferkamp & Jenks Wealth Management
Texas
$342K -$160K -1,949 -32%
RP
2177
Rice Partnership
Hawaii
$342K +$8.87K +108 +3%
HCM
2178
HM Capital Management
Missouri
$341K +$4.85K +59 +2%
OPA
2179
Old Port Advisors
Maine
$340K +$26K +316 +9%
ACA
2180
Atlas Capital Advisors
Wyoming
$338K -$6.65K -81 -2%
MFP
2181
Meridian Financial Partners
Virginia
$338K
RI
2182
Rudd International
Florida
$336K +$4.35K +53 +1%
MA
2183
MONECO Advisors
Connecticut
$336K +$18.8K +229 +6%
SAM
2184
S.A. Mason
Michigan
$336K +$318K +3,876 New
SFG
2185
Summit Financial Group
West Virginia
$335K -$9.86K -120 -3%
LWP
2186
Legacy Wealth Planning
Nevada
$335K +$317K +3,859 New
IAS
2187
Investment Advisory Services
Texas
$334K +$316K +3,846 New
RZH
2188
Relyea Zuckerberg Hanson
Connecticut
$330K +$312K +3,798 New
SG
2189
Somerset Group
Minnesota
$329K -$19K -231 -6%
RIG
2190
Roosevelt Investment Group
New York
$329K -$8.62K -105 -3%
CA
2191
Callahan Advisors
Texas
$329K +$2.14K +26 +0.7%
MWM
2192
Merriman Wealth Management
Washington
$329K +$2.63K +32 +0.9%
MW
2193
Marcum Wealth
Ohio
$329K +$311K +3,790 New
EW
2194
Element Wealth
Mississippi
$329K +$311K +3,792 New
HB
2195
Horizon Bancorp
Indiana
$327K +$310K +3,773 New
AIFAIM
2196
American Institute for Advanced Investment Management
Arizona
$326K +$309K +3,757 New
HWMG
2197
Hurlow Wealth Management Group
Indiana
$324K
TCPWM
2198
Traverso Chambers Private Wealth Management
California
$322K +$6K +73 +2%
LWM
2199
Liberty Wealth Management
California
$322K +$69.7K +848 +30%
EBSAM
2200
Eubel Brady & Suttman Asset Management
Ohio
$319K +$246 +3 +0.1%