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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1826
Morningstar Investment Management
Illinois
$254K +$62.2K +764 +31%
MAWCM
1827
Mine & Arao Wealth Creation & Management
California
$253K +$15.2K +187 +6%
WSCM
1828
Wellington Shields Capital Management
New York
$253K
BBA
1829
BLB&B Advisors
Pennsylvania
$253K -$570 -7 -0.2%
CVA
1830
Central Valley Advisors
California
$253K -$2.04K -25 -0.6%
CA
1831
Cornerstone Advisory
Maryland
$252K +$33.4K +410 +14%
CIS
1832
Continental Investors Services
Washington
$252K -$38.7K -475 -13%
CCWM
1833
Correct Capital Wealth Management
Missouri
$251K +$9.53K +117 +4%
PPWM
1834
Paragon Private Wealth Management
Kentucky
$251K +$33.4K +410 +15%
WA
1835
Waddell & Associates
Tennessee
$250K +$8.06K +99 +3%
AA
1836
Alta Advisers
United Kingdom
$249K
BCM
1837
BlueCrest Capital Management
Jersey
$249K -$182K -2,239 -41%
SFP
1838
Sweet Financial Partners
Minnesota
$249K +$244 +3 +0.1%
BHBT
1839
Burke & Herbert Bank & Trust
Virginia
$248K +$259K +3,183 New
KWM
1840
Kolinsky Wealth Management
New Jersey
$247K -$118K -1,451 -31%
TC
1841
Tacita Capital
Ontario, Canada
$246K -$186K -2,285 -42%
FIM
1842
Freedom Investment Management
Connecticut
$246K -$62.6K -769 -20%
CFD
1843
Creative Financial Designs
Indiana
$246K +$103K +1,264 +67%
HI
1844
Human Investing
Oregon
$246K -$49.5K -608 -16%
KFI
1845
Key Financial Inc
Pennsylvania
$245K +$12.2K +150 +5%
ITIM
1846
Indiana Trust & Investment Management
Indiana
$245K
QL
1847
Quarry LP
New York
$245K +$144K +1,764 +128%
CWM
1848
Centric Wealth Management
Illinois
$245K +$48.2K +592 +22%
WA
1849
Wambolt & Associates
Colorado
$245K -$18.6K -229 -7%
PSIWM
1850
Paradigm Strategies in Wealth Management
Minnesota
$244K