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Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
1826
Paradigm Strategies in Wealth Management
Minnesota
$244K +$85 +1 +0%
DWM
1827
Darwin Wealth Management
Florida
$244K +$850 +10 +0.4%
RCWM
1828
Royal Capital Wealth Management
Indiana
$244K +$246K +2,901 New
SWA
1829
ShankerValleau Wealth Advisors
Illinois
$243K – – –
OCPWS
1830
One Charles Private Wealth Services
Massachusetts
$243K +$245K +2,889 New
WAS
1831
Wealth Advisory Solutions
Indiana
$242K -$38.6K -454 -14%
OWM
1832
Opes Wealth Management
California
$242K -$25.5K -300 -9%
CWP
1833
Concord Wealth Partners
Virginia
$242K +$13.3K +156 +6%
MCM
1834
Mendel Capital Management
Arkansas
$241K -$47.9K -564 -16%
SG
1835
Stonnington Group
California
$241K +$170 +2 +0.1%
MWP
1836
Meridian Wealth Partners
Pennsylvania
$241K +$5.52K +65 +2%
CT
1837
Colonial Trust
South Carolina
$241K +$243K +2,863 New
DCBT
1838
Dakota Community Bank & Trust
North Dakota
$241K +$243K +2,864 New
EVM
1839
Evelyn V. Moreno
$240K -$12.7K -150 -5%
DWA
1840
Dougherty Wealth Advisers
Minnesota
$239K – – –
RTS
1841
Round Table Services
New Jersey
$239K +$2.04K +24 +0.9%
PIM
1842
Penobscot Investment Management
Massachusetts
$238K – – –
WOC
1843
West Oak Capital
California
$238K – – –
OPCM
1844
Osborne Partners Capital Management
California
$238K +$240K +2,823 New
CUAMC
1845
China Universal Asset Management Company
China
$238K +$240K +2,826 New
VWM
1846
Venturi Wealth Management
Texas
$237K -$12.1K -143 -5%
MGIM
1847
M&G Investment Management
United Kingdom
$237K -$3.06K -36 -1%
SCM
1848
Stonehearth Capital Management
Massachusetts
$237K – – –
WDG
1849
Wealth Dimensions Group
Ohio
$237K +$170 +2 +0.1%
WC
1850
Wexford Capital
Florida
$237K +$239K +2,815 New