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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1776
Hurlow Wealth Management Group
Indiana
$724K
OEP
1777
Ocean Endowment Partners
Illinois
$724K +$694K +19,483 New
QCMC
1778
Quantum Capital Management (California)
California
$723K -$8.01K -225 -1%
EBT
1779
Enterprise Bank & Trust
Massachusetts
$723K
BFC
1780
Bedel Financial Consulting
Indiana
$722K -$169K -4,732 -20%
BWP
1781
Bernardo Wealth Planning
Pennsylvania
$722K +$3.46K +97 +0.5%
DTC
1782
Davidson Trust Company
Washington
$721K +$691K +19,403 New
CA
1783
Capital Advantage
California
$718K -$21.7K -608 -3%
CRIG
1784
Charter Research & Investment Group
Connecticut
$717K +$11.8K +332 +2%
CFFP
1785
Center for Financial Planning
Michigan
$717K +$687K +19,293 New
OCG
1786
Opus Capital Group
Ohio
$712K -$212K -5,957 -24%
VCP
1787
Verus Capital Partners
Arizona
$712K +$683K +19,165 New
CC
1788
Cedar Capital
Illinois
$711K +$117K +3,275 +21%
ATFA
1789
All Terrain Financial Advisors
Minnesota
$710K -$40.1K -1,127 -6%
CAM
1790
Covenant Asset Management
New Jersey
$710K -$23.4K -656 -3%
SSW
1791
Smith Shellnut Wilson
Mississippi
$709K +$3.67K +103 +0.5%
MIM
1792
Montgomery Investment Management
Maryland
$708K -$33.8K -949 -5%
B
1793
Bridgeworth
Alabama
$705K +$28K +787 +4%
MFG
1794
Menard Financial Group
Texas
$704K +$675K +18,941 New
TAM
1795
Tradition Asset Management
Virginia
$700K +$356 +10 +0.1%
AIC
1796
Ameritas Investment Company
Nebraska
$698K -$714K -20,033 -52%
WCM
1797
Windsor Capital Management
Arizona
$694K +$27.7K +779 +4%
AAM
1798
Azzad Asset Management
Virginia
$693K +$249 +7 +0%
HIM
1799
Hillsdale Investment Management
Ontario, Canada
$693K +$655K +18,381 +6,963%
TCWM
1800
Total Clarity Wealth Management
Illinois
$693K +$664K +18,644 New