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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
3876
Motive Wealth Advisors
Michigan
$285K +$268K +1,053 New
FCT
3877
Family Capital Trust
Massachusetts
$284K
LAM
3878
Lountzis Asset Management
Pennsylvania
$284K
QCM
3879
Quantinno Capital Management
New York
$284K
MAS
3880
Managed Account Services
Florida
$284K +$37.1K +146 +16%
WFA
3881
Websterrogers Financial Advisors
South Carolina
$280K -$28K -110 -10%
ECM
3882
Ensemble Capital Management
California
$275K +$35.6K +140 +16%
SA
3883
Silversage Advisors
California
$275K +$258K +1,015 New
1CM
3884
1492 Capital Management
Wisconsin
$274K +$26.7K +105 +12%
HCA
3885
Hyperion Capital Advisors
New York
$273K
AOG
3886
Alpha Omega Group
Virginia
$271K -$15.5K -61 -6%
IFA
3887
Interactive Financial Advisors
Illinois
$271K
SA
3888
swisspartners Advisors
Switzerland
$271K +$254K +1,000 New
AIA
3889
Armor Investment Advisors
North Carolina
$270K -$1.27K -5 -0.5%
GA
3890
Greytown Advisors
Florida
$269K +$252K +992 New
GC
3891
Gibson Capital
Pennsylvania
$268K
FC
3892
Ferris Capital
Massachusetts
$265K -$19.1M -75,041 -99%
MWM
3893
MorganRosel Wealth Management
Colorado
$265K +$254 +1 +0.1%
TWP
3894
Total Wealth Planning
Ohio
$265K +$19.6K +77 +9%
AIS
3895
American Investment Services
Massachusetts
$264K -$29.7K -117 -11%
CFGF
3896
Compass Financial Group (Florida)
Florida
$264K +$4.83K +19 +2%
SWM
3897
Shakespeare Wealth Management
Wisconsin
$262K -$114K -450 -33%
SFA
3898
Spectrum Financial Alliance
Kentucky
$260K +$1.27K +5 +0.5%
TWM
3899
Tanglewood Wealth Management
Texas
$257K
MWM
3900
Maltin Wealth Management
New Jersey
$257K +$16K +63 +7%