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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1926
Mitchell McLeod Pugh & Williams
Alabama
$213K +$8.14K +100 +4%
AWS
1927
Arkfeld Wealth Strategies
Nebraska
$212K +$232K +2,849 New
CAWM
1928
Capital Advisors Wealth Management
Washington
$212K -$3.67K -45 -2%
SCA
1929
Sage Capital Advisors
South Dakota
$212K +$12.7K +156 +6%
Bowen Hanes & Co
1930
Bowen Hanes & Co
Florida
$212K – – –
TW
1931
Traveka Wealth
California
$211K -$22.2K -273 -9%
SA
1932
Strategic Advisors
New York
$211K -$20.8K -255 -9%
VSQM
1933
V-Square Quantitative Management
Illinois
$211K -$388K -4,759 -64%
WC
1934
Waterloo Capital
Texas
$210K +$26.6K +326 +14%
THWM
1935
Taylor Hoffman Wealth Management
Virginia
$210K – – –
CPRC
1936
Consolidated Portfolio Review Corp
New York
$210K +$220K +2,701 New
OFS
1937
Orrstown Financial Services
Pennsylvania
$209K -$30.2K -371 -12%
SF
1938
Symphony Financial
Texas
$209K -$143K -1,758 -40%
BCM
1939
Boltwood Capital Management
California
$208K -$12.1K -149 -5%
JWA
1940
JFS Wealth Advisors
Pennsylvania
$208K -$5.7K -70 -3%
JFA
1941
JNBA Financial Advisors
Minnesota
$207K – – –
LCM
1942
Liberty Capital Management
Michigan
$207K – – –
LA
1943
LVW Advisors
New York
$206K +$13.5K +166 +7%
GWP
1944
Gen-Wealth Partners
Michigan
$206K +$74.9K +920 +53%
FBFS
1945
First Business Financial Services
Wisconsin
$206K -$15.5K -190 -7%
EFG
1946
Embree Financial Group
Illinois
$205K -$39.6K -486 -16%
Klingman & Associates
1947
Klingman & Associates
New York
$205K -$9.77K -120 -4%
ABN AMRO Investment Solutions
1948
ABN AMRO Investment Solutions
$205K -$695K -8,532 -76%
CG
1949
CFO4Life Group
Texas
$204K +$8.47K +104 +4%
Duff & Phelps Investment Management
1950
Duff & Phelps Investment Management
Illinois
$203K -$860K -10,561 -80%