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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
2176
Pinnacle West Asset Management
Wyoming
$372K +$4.16K +150 +1%
ATWA
2177
Arbor Trust Wealth Advisors
Michigan
$372K -$20.8K -750 -5%
RIG
2178
Renaissance Investment Group
Massachusetts
$371K -$114K -4,100 -23%
MLA
2179
My Legacy Advisors
Oregon
$370K -$16.5K -596 -4%
TA
2180
Tactive Advisors
Florida
$370K +$370K +13,339 New
KWM
2181
Keebeck Wealth Management
Illinois
$369K +$369K +13,315 New
III
2182
Independent Investors Inc
New York
$369K -$16.3K -586 -4%
RCM
2183
RB Capital Management
Nevada
$368K +$132K +4,754 +56%
CPIA
2184
Cornell Pochily Investment Advisors
New York
$368K -$2.25K -81 -0.6%
HWA
2185
Heartwood Wealth Advisors
Virginia
$368K +$333 +12 +0.1%
CASC
2186
Coppell Advisory Solutions Corp
Texas
$368K +$368K +13,275 New
RCA
2187
Ranch Capital Advisors
Florida
$368K -$18K -648 -5%
SIA
2188
Schechter Investment Advisors
Michigan
$367K -$23.9K -860 -6%
OWA
2189
ORBA Wealth Advisors
Illinois
$366K +$55.9K +2,014 +18%
WFC
2190
Western Financial Corp
California
$366K -$17.6K -635 -5%
NP
2191
Nilsine Partners
Colorado
$366K -$555 -20 -0.2%
CWM
2192
Centurion Wealth Management
Virginia
$365K +$11.7K +420 +3%
PWM
2193
Prentice Wealth Management
New York
$365K +$38.6K +1,390 +12%
SW
2194
SkyOak Wealth
Michigan
$364K -$58.2K -2,098 -14%
HGWM
2195
Horst & Graben Wealth Management
Oregon
$363K +$1.08K +39 +0.3%
EIG
2196
Ellenbecker Investment Group
Wisconsin
$363K -$4K -144 -1%
WA
2197
Waddell & Associates
Tennessee
$362K -$212K -7,651 -37%
PTC
2198
Petrus Trust Company
Texas
$362K +$362K +13,038 New
WCG
2199
Weaver Consulting Group
California
$361K +$82.7K +2,980 +30%
JFA
2200
JNBA Financial Advisors
Minnesota
$361K -$7.35K -265 -2%