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Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
4776
McElhenny Sheffield Capital Management
Texas
$322K -$3.29K -26 -0.9%
R
4777
Rebalance
California
$321K +$375K +2,958 New
LSWM
4778
Lorne Steinberg Wealth Management
Canada
$320K +$102K +807 +38%
WAS
4779
Wealth Advisory Solutions
Indiana
$319K +$16.4K +129 +5%
1NWS
4780
1 North Wealth Services
Maryland
$318K -$21.7K -171 -6%
CPA
4781
Cathy Pareto & Associates
Florida
$318K -$30.5K -241 -8%
SCI
4782
Silver Coast Investments
United States
$317K -$65.8K -519 -15%
CCM
4783
Condor Capital Management
New Jersey
$317K +$45.9K +362 +14%
CAM
4784
Chesapeake Asset Management
New York
$316K +$1.65K +13 +0.4%
DWM
4785
Defined Wealth Management
Oregon
$316K +$30.5K +241 +9%
DF
4786
DecisionPoint Financial
Arizona
$315K +$3.93K +31 +1%
PWM
4787
Praetorian Wealth Management
California
$314K -$6.46K -51 -2%
GSWA
4788
Good Steward Wealth Advisors
Tennessee
$314K +$367K +2,897 New
SGWM
4789
Sterling Group Wealth Management
California
$313K +$36K +284 +11%
MIS
4790
Morningstar Investment Services
Illinois
$313K -$47.9K -378 -12%
HWMG
4791
Hurlow Wealth Management Group
Indiana
$312K +$5.2K +41 +1%
SWM
4792
Seed Wealth Management
Illinois
$312K
FF
4793
Fortitude Financial
Washington
$312K
SAMC
4794
Spectrum Asset Management (California)
California
$312K +$119K +940 +49%
CM
4795
Cornerstone Management
Georgia
$311K -$158K -1,244 -30%
NFGCM
4796
Norman Fields Gottscho Capital Management
New York
$311K +$21.5K +170 +6%
HFA
4797
Hippocratic Financial Advisors
California
$310K -$18.6K -147 -5%
FOR
4798
Family Office Research
Maryland
$310K -$12.3K -97 -3%
DAM
4799
Diamant Asset Management
Connecticut
$309K +$105K +825 +41%
WF
4800
Warner Financial
Maryland
$308K