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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1876
Sterling Investment Counsel
New York
$342K +$357K +2,542 New
ES
1877
Eagle Strategies
New York
$339K
CAL
1878
Capital Analysts LLC
Pennsylvania
$339K +$24K +171 +7%
CIP
1879
Convergence Investment Partners
Florida
$338K -$3.37K -24 -0.9%
FMWA
1880
Forvis Mazars Wealth Advisors
Missouri
$337K +$20.9K +149 +6%
AMC
1881
Asset Management Corp
Illinois
$336K -$32.6K -232 -9%
PP
1882
PDS Planning
Ohio
$336K +$92.5K +658 +36%
LWP
1883
Legacy Wealth Planning
Nevada
$335K
HC
1884
Hendley & Co
Ohio
$334K -$5.2K -37 -1%
SCA
1885
Sage Capital Advisors
South Dakota
$334K +$141 +1 +0%
SWM
1886
Scissortail Wealth Management
Oklahoma
$334K +$28.5K +203 +8%
PCG
1887
Private Capital Group
Connecticut
$333K -$17.3K -123 -5%
T
1888
TCWP
Ohio
$333K +$2.25K +16 +0.6%
SWA
1889
Sutton Wealth Advisors
Florida
$332K -$141 -1 -0%
MA
1890
MJP Associates
Connecticut
$332K -$27.1K -193 -7%
FCM
1891
Fourpath Capital Management
Oklahoma
$332K -$9.7K -69 -3%
GA
1892
Geller Advisors
New York
$331K -$174K -1,240 -34%
3F
1893
360 Financial
Minnesota
$330K
TC
1894
Truvestments Capital
Florida
$330K
BMWM
1895
Brown Miller Wealth Management
Virginia
$329K -$66K -470 -16%
SAM
1896
Satovsky Asset Management
New York
$329K
CP
1897
Covenant Partners
Tennessee
$328K +$343K +2,439 New
WOC
1898
West Oak Capital
California
$327K -$21.1K -150 -6%
LC
1899
Landaas & Company
Wisconsin
$327K
MLFP
1900
MPS Loria Financial Planners
Illinois
$325K -$562 -4 -0.2%