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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
551
V Wealth Advisors
Kansas
$258K -$21.2K -246 -7%
WT
552
Whittier Trust
California
$258K
MIM
553
Montgomery Investment Management
Maryland
$258K +$5.16K +60 +2%
CMS
554
Capital Market Strategies
Florida
$257K -$17.2K -200 -6%
OIA
555
Optimum Investment Advisors
Illinois
$253K +$68.8K +800 +36%
SCM
556
SevenOneSeven Capital Management
Pennsylvania
$252K +$21.8K +253 +9%
WSTAM
557
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$111K -1,287 -30%
SVWAG
558
Sound View Wealth Advisors Group
Georgia
$247K +$31.2K +363 +14%
CCP
559
Corient Capital Partners
California
$246K
IIM
560
Ipswich Investment Management
Massachusetts
$245K -$30.1K -350 -11%
BI
561
Bramshill Investments
Florida
$244K -$44K -512 -15%
RGC
562
Roberts, Glore & Co
Illinois
$244K
LNC
563
Lincoln National Corp
Pennsylvania
$243K +$5.16K +60 +2%
GA
564
Gateway Advisory
New Jersey
$240K +$247K +2,874 New
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$239K +$21.1K +245 +9%
HI
566
Human Investing
Oregon
$238K +$245K +2,852 New
HSA
567
HBK Sorce Advisory
Pennsylvania
$237K
T
568
TCWP
Ohio
$235K +$2.58K +30 +1%
GAM
569
Gould Asset Management
California
$230K -$15.9K -185 -6%
Chevy Chase Trust
570
Chevy Chase Trust
Maryland
$230K
PWPS
571
Pinnacle Wealth Planning Services
Ohio
$224K +$9.72K +113 +4%
CAM
572
Claret Asset Management
Quebec, Canada
$223K -$14.6K -170 -6%
RFN
573
RDA Financial Network
Iowa
$223K -$5.08K -59 -2%
CCA
574
Conservest Capital Advisors
Pennsylvania
$220K -$226K -2,633 Closed
VVP
575
Venture Visionary Partners
Ohio
$220K +$34.4K +400 +18%