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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
2676
Independent Wealth Network
Iowa
$351K +$41.8K +1,520 +15%
MW
2677
Milestone Wealth
New York
$351K +$328K +11,930 New
DBIA
2678
Dumont & Blake Investment Advisors
New Jersey
$350K -$8.26K -300 -2%
CFSG
2679
Clark Financial Services Group
Missouri
$350K +$14K +510 +4%
MCA
2680
MSH Capital Advisors
Arizona
$350K +$327K +11,900 New
WWMSC
2681
Wagner Wealth Management (South Carolina)
South Carolina
$348K +$4.68K +170 +1%
MJP
2682
Michael J. Puzo
$348K +$325K +11,800 New
GS
2683
Gagnon Securities
New York
$347K -$623K -22,640 -66%
FPOC
2684
Financial Planners of Cleveland
Ohio
$347K +$359K +13,040 New
SIM
2685
Stratos Investment Management
Ohio
$346K -$383K -13,920 -54%
MC
2686
Middleton & Co
Massachusetts
$346K – – –
EFL
2687
ERn Financial LLC
Wisconsin
$346K +$14.3K +520 +5%
ACM
2688
Ayrshire Capital Management
Connecticut
$345K +$322K +11,710 New
DIP
2689
DT Investment Partners
Pennsylvania
$344K -$13.2K -480 -4%
IAA
2690
Ironsides Asset Advisors
North Carolina
$343K -$2.2K -80 -0.7%
CWAF
2691
Core Wealth Advisors (Florida)
Florida
$342K -$110K -4,000 -26%
TS
2692
Tamar Securities
California
$340K -$219K -7,960 -41%
SWMG
2693
Sanchez Wealth Management Group
Florida
$339K +$275 +10 +0.1%
MWP
2694
Meridian Wealth Partners
Pennsylvania
$338K -$47.9K -1,740 -13%
PWA
2695
PCG Wealth Advisors
Kansas
$336K +$314K +11,420 New
JFA
2696
JNBA Financial Advisors
Minnesota
$335K -$27.5K -1,000 -8%
SNS Financial Group
2697
SNS Financial Group
Minnesota
$335K – – –
NCM
2698
Northwest Capital Management
Oregon
$335K +$1.38K +50 +0.4%
PIM
2699
Perpetual Investment Management
Australia
$335K +$2.75K +100 +0.9%
SDWMA
2700
Schneider Downs Wealth Management Advisors
Pennsylvania
$334K -$7.98K -290 -2%