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Name Holding Trade Value Shares
Change
Change in
Stake
CCMR
951
Core Capital Management & Research
Texas
$224K +$251K +2,700 New
AWA
952
Arbor Wealth Advisors
Michigan
$223K – – –
FNBSF
953
First National Bank Sioux Falls
South Dakota
$222K – – –
MA
954
Montag & Associates
Georgia
$222K – – –
GIA
955
Gateway Investment Advisers
Ohio
$221K -$46.2K -497 -17%
TPI
956
Trust Point Inc
Wisconsin
$221K -$5.49K -59 -2%
Fidelity International
957
Fidelity International
Bermuda
$221K -$2.29M -24,671 -91%
KW
958
KWB Wealth
California
$221K – – –
LWM
959
Lodestone Wealth Management
Washington
$221K – – –
PCG
960
Prosperity Consulting Group
Maryland
$220K +$14.3K +154 +7%
VCM
961
Vision Capital Management
Oregon
$220K – – –
TCM
962
Telos Capital Management
California
$220K – – –
EFS
963
Essex Financial Services
Connecticut
$219K -$4.65K -50 -2%
HWM
964
Howard Wealth Management
Connecticut
$218K – – –
BBI
965
Baxter Bros Inc
Connecticut
$218K – – –
WOSD
966
WFA of San Diego
California
$217K -$27.9K -300 -11%
TCM
967
Teza Capital Management
Illinois
$217K -$22K -237 -9%
DFS
968
Dixon Fnancial Services
California
$216K – – –
MA
969
MCF Advisors
Kentucky
$216K – – –
LFA
970
Legacy Financial Advisors
Kentucky
$215K +$6.32K +68 +3%
CIS
971
Custom Index Systems
New York
$213K – – –
BWM
972
BCGM Wealth Management
Indiana
$212K +$3.81K +41 +2%
HWM
973
Hohimer Wealth Management
Washington
$211K -$2.67M -28,675 -93%
BWA
974
Basecamp Wealth Advisors
Washington
$210K +$465 +5 +0.2%
WSFS
975
Wilmington Savings Fund Society
Delaware
$210K +$5.58K +60 +3%