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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1726
WMS Partners
Maryland
$402K -$11.1K -95 -3%
RCA
1727
Resonant Capital Advisors
Wisconsin
$402K -$31K -265 -7%
SIA
1728
Strategic Investment Advisors
Michigan
$400K +$351 +3 +0.1%
WKWM
1729
Walter & Keenan Wealth Management
Indiana
$400K +$936 +8 +0.2%
FFA
1730
Founders Financial Alliance
North Carolina
$400K +$34.4K +294 +9%
AIM
1731
Alhambra Investment Management
Florida
$400K – – –
EWM
1732
EPG Wealth Management
Georgia
$399K +$47K +402 +13%
SPC
1733
Stewart & Patten Company
California
$398K +$93.6K +800 +28%
KP
1734
Keel Point
Alabama
$397K +$19.1K +163 +5%
Confluence Wealth Services
1735
Confluence Wealth Services
Pennsylvania
$395K +$4.21K +36 +1%
AT
1736
Arvest Trust
Oklahoma
$394K -$9.01K -77 -2%
HBT
1737
Heartland Bank & Trust
Illinois
$391K -$44K -376 -10%
RWB
1738
RMR Wealth Builders
New Jersey
$389K -$9.01K -77 -2%
GHAM
1739
Gilman Hill Asset Management
Connecticut
$389K – – –
JWM
1740
Jackson Wealth Management
Florida
$388K -$37.9K -324 -8%
WWM
1741
Windsor Wealth Management
Indiana
$388K +$3.74K +32 +0.9%
FOA
1742
Five Oceans Advisors
California
$388K -$187K -1,602 -31%
BCG
1743
Breakwater Capital Group
New Jersey
$388K +$45.3K +387 +12%
VCA
1744
Verdence Capital Advisors
Maryland
$387K -$19.8K -169 -5%
TCWA
1745
Ten Capital Wealth Advisors
Washington
$384K +$113K +969 +39%
SageView Advisory Group
1746
SageView Advisory Group
California
$381K +$95.2K +814 +31%
LA
1747
LVW Advisors
New York
$380K -$3.16K -27 -0.8%
RZH
1748
Relyea Zuckerberg Hanson
Connecticut
$380K +$140K +1,196 +53%
DMBA
1749
Deseret Mutual Benefit Administrators
Utah
$379K – – –
BlueCrest Capital Management
1750
BlueCrest Capital Management
Jersey
$378K +$401K +3,428 New