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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
3701
Schneider Downs Wealth Management Advisors
Pennsylvania
$915K -$73.9K -731 -9%
WAOI
3702
Wealth Advisors of Iowa
Iowa
$915K +$51K +504 +7%
CA
3703
CapWealth Advisors
Tennessee
$913K +$285K +2,820 +62%
AWMG
3704
Alliance Wealth Management Group
New Jersey
$912K +$61.7K +610 +9%
TC
3705
Trust Company
Kansas
$911K -$547K -5,409 -42%
VR
3706
Valued Retirements
Texas
$910K +$404 +4 +0.1%
WOSD
3707
WFA of San Diego
California
$910K +$744K +7,362 New
RDFA
3708
Ritter Daniher Financial Advisory
Ohio
$907K +$117K +1,155 +19%
AWM
3709
Act Wealth Management
Texas
$907K +$496K +4,901 +201%
TA
3710
Townsend & Associates
Colorado
$906K -$34.3K -339 -4%
PIM
3711
Provident Investment Management
Michigan
$902K +$80.9K +800 +12%
CCM
3712
Chaney Capital Management
Washington
$901K -$14.9K -147 -2%
BP
3713
BBR Partners
New York
$901K -$36.4K -360 -5%
SCP
3714
Stamos Capital Partners
California
$901K +$201K +1,990 +38%
Jarislowsky, Fraser Ltd
3715
Jarislowsky, Fraser Ltd
Quebec, Canada
$899K – – –
JWM
3716
JFG Wealth Management
Colorado
$898K +$31.6K +313 +4%
CSC
3717
Caldwell Sutter Capital
California
$898K +$216K +2,141 +42%
CAM
3718
Clark Asset Management
New Hampshire
$897K +$81.9K +810 +13%
SHIM
3719
Stone House Investment Management
Pennsylvania
$896K +$42.1K +416 +6%
CFGA
3720
Cambridge Financial Group (Arizona)
Arizona
$895K +$17.8K +176 +2%
MC
3721
Matisse Capital
Oregon
$893K -$659K -6,522 -47%
BTWM
3722
Brass Tax Wealth Management
Ohio
$891K +$730K +7,216 New
CA
3723
Carson Advisory
Georgia
$890K +$26.8K +265 +4%
AFP
3724
Alpha Financial Partners
Kentucky
$889K +$104K +1,028 +17%
CWA
3725
Clearview Wealth Advisors
Oregon
$888K -$98.5K -974 -12%