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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1826
Mendel Capital Management
Arkansas
$303K +$18K +191 +7%
DWM
1827
Drive Wealth Management
Utah
$302K +$288K +3,048 New
LWA
1828
Lineweaver Wealth Advisors
Ohio
$302K -$692K -7,330 -71%
MFT
1829
Moisand Fitzgerald Tamayo
Florida
$301K +$5.85K +62 +2%
ATWA
1830
Arbor Trust Wealth Advisors
Michigan
$301K +$23.6K +250 +9%
KCM
1831
Kanawha Capital Management
Virginia
$301K +$47.1K +499 +20%
AIS
1832
AM Investment Strategies
Tennessee
$300K +$377 +4 +0.1%
SIC
1833
Sigma Investment Counselors
Michigan
$300K +$94 +1 +0%
FANJ
1834
Financial Architects (New Jersey)
New Jersey
$300K -$5.19K -55 -2%
RIG
1835
Renaissance Investment Group
Massachusetts
$300K -$199K -2,104 -41%
FG
1836
Foster Group
Iowa
$299K +$42.5K +450 +18%
Polen Capital Management
1837
Polen Capital Management
Florida
$298K -$89.6M -949,230 -100%
CA
1838
Callahan Advisors
Texas
$298K -$45.8K -485 -14%
CCFM
1839
Clear Creek Financial Management
Washington
$298K -$11.4K -121 -4%
PWA
1840
Physician Wealth Advisors
Utah
$298K
AAMC
1841
Asset Allocation & Management Company
Illinois
$298K
G
1842
GenTrust
Florida
$298K +$283K +3,003 New
TGAM
1843
TBH Global Asset Management
Tennessee
$298K +$283K +2,999 New
EVM
1844
Evelyn V. Moreno
$297K +$14.2K +150 +5%
SCA
1845
St. Clair Advisors
Ohio
$297K +$282K +2,991 New
LCM
1846
LCM Capital Management
Illinois
$296K +$1.04K +11 +0.4%
PAG
1847
Private Advisory Group
Washington
$296K
TF
1848
Trek Financial
Arizona
$296K +$281K +2,981 New
ITIM
1849
Indiana Trust & Investment Management
Indiana
$295K
AAS
1850
Annex Advisory Services
Wisconsin
$294K +$21.6K +229 +8%