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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1226
Visionary Wealth Advisors
Illinois
$296K +$4.34K +38 +1%
SBWIC
1227
Schaper Benz & Wise Investment Counsel
Wisconsin
$296K -$4.68K -41 -2%
S
1228
Storgate
Texas
$295K +$295K +2,582 New
CAM
1229
Carret Asset Management
New York
$294K +$294K +2,575 New
MWM
1230
Mindset Wealth Management
Indiana
$293K -$45.6K -400 -13%
SWM
1231
Steinberganna Wealth Management
New York
$292K – – –
AWM
1232
Abound Wealth Management
Tennessee
$290K -$1.6K -14 -0.5%
FWCM
1233
Ferguson Wellman Capital Management
Oregon
$290K – – –
SI
1234
Stonekeep Investments
New Mexico
$289K +$3.08K +27 +1%
BI
1235
Ballast Inc
Kentucky
$288K – – –
GIP
1236
Greatmark Investment Partners
Georgia
$288K – – –
VFG
1237
Victory Financial Group
Texas
$288K +$72.6K +636 +34%
ZIM
1238
Zacks Investment Management
Illinois
$288K -$14.9K -131 -5%
FG
1239
Foster Group
Iowa
$286K +$18K +158 +7%
ACM
1240
Advisors Capital Management
New Jersey
$286K +$30.5K +267 +12%
HAS
1241
HBW Advisory Services
California
$286K -$38.7K -339 -12%
CWM
1242
Centurion Wealth Management
Virginia
$286K -$508K -4,454 -64%
NRI
1243
NFP Retirement Inc
California
$286K +$5.25K +46 +2%
SAM
1244
SP Asset Management
California
$285K – – –
EA
1245
Everpar Advisors
Oklahoma
$285K -$58.8K -515 -17%
VWM
1246
Vertrix Wealth Management
Michigan
$285K +$1.48K +13 +0.5%
IC
1247
Inscription Capital
Texas
$283K +$283K +2,478 New
MHC
1248
May Hill Capital
Massachusetts
$283K +$20.9K +183 +8%
CWA
1249
CM Wealth Advisors
Ohio
$282K – – –
ADL
1250
Asset Dedication LLC
California
$282K +$20K +175 +8%