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Name Holding Trade Value Shares
Change
Change in
Stake
WWS
2451
Wellington Wealth Strategies
Indiana
$264K +$279K +10,295 New
OAM
2452
Occidental Asset Management
California
$263K -$104K -3,847 -28%
AWM
2453
Absher Wealth Management
North Carolina
$263K -$434K -16,001 -62%
UB
2454
Umpqua Bank
Oregon
$263K +$270K +9,943 New
MCWS
2455
McKinley Carter Wealth Services
West Virginia
$262K -$54.7K -2,015 -17%
LSA
2456
Lion Street Advisors
Texas
$262K -$9.9K -365 -4%
PC
2457
Port Capital
Illinois
$261K +$51K +1,881 +24%
JGIA
2458
Jackson Grant Investment Advisers
Connecticut
$261K -$17.6K -648 -6%
FA
2459
Fiduciary Alliance
South Carolina
$260K +$35.8K +1,319 +16%
CCI
2460
Credit Capital Investments
New Jersey
$260K +$266K +9,800 New
SFG
2461
Sather Financial Group
Texas
$260K
SI
2462
Severin Investments
Missouri
$259K +$264K +9,745 New
WA1
2463
Wimmer Associates 1
California
$258K -$23.2K -855 -8%
RPGNY
2464
Retirement Planning Group (New York)
New York
$258K +$264K +9,733 New
BIM
2465
Barton Investment Management
Pennsylvania
$258K +$434 +16 +0.2%
VNA
2466
Valley National Advisers
Pennsylvania
$258K -$223K -8,214 -46%
BFWM
2467
Bright Futures Wealth Management
New York
$258K -$26K -958 -9%
SL
2468
Sentinus LLC
Illinois
$258K -$89.1K -3,286 -25%
ACA
2469
Anchor Capital Advisors
Massachusetts
$257K -$51.3K -1,892 -16%
EFG
2470
Embree Financial Group
Illinois
$257K -$230K -8,489 -47%
RSWA
2471
Robinson Smith Wealth Advisors
Maine
$257K +$7.08K +261 +3%
TWA
2472
Trace Wealth Advisors
California
$256K +$261K +9,640 New
CWM
2473
Castle Wealth Management
Florida
$255K -$9.98K -368 -4%
KWS
2474
Keystone Wealth Services
California
$255K -$4.83K -178 -2%
AP
2475
Appleton Partners
Massachusetts
$255K -$8.41K -310 -3%