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Name Holding Trade Value Shares
Change
Change in
Stake
WC
951
Weil Company
California
$347K
CCA
952
Checchi Capital Advisers
California
$347K -$27.3K -380 -7%
NIM
953
NEOS Investment Management
Connecticut
$345K +$375K +5,221 New
CCB
954
Country Club Bank
Missouri
$345K +$14.4K +201 +4%
S
955
SignatureFD
Georgia
$343K +$42K +584 +13%
GRP
956
Global Retirement Partners
California
$342K -$14.9K -207 -4%
KW
957
KWB Wealth
California
$342K
CL
958
Choreo LLC
Illinois
$341K +$19.7K +274 +6%
MFG
959
Merit Financial Group
Georgia
$340K +$45.3K +630 +14%
TFA
960
Transamerica Financial Advisors
Florida
$337K -$31.4K -437 -8%
RCM
961
Radnor Capital Management
Pennsylvania
$337K +$366K +5,100 New
HWMG
962
Hurlow Wealth Management Group
Indiana
$336K -$144 -2 -0%
OFG
963
OmniStar Financial Group
North Carolina
$335K +$934 +13 +0.3%
SFS
964
Stiles Financial Services
Minnesota
$334K +$647 +9 +0.2%
CST
965
Charles Schwab Trust
Nevada
$333K +$362K +5,040 New
Koshinski Asset Management
966
Koshinski Asset Management
Illinois
$331K +$5.32K +74 +1%
WA
967
WealthTrust Axiom
Pennsylvania
$330K
FFG
968
Fortem Financial Group
California
$329K +$25.4K +354 +8%
CYG
969
Clean Yield Group
Vermont
$329K -$14.4K -200 -4%
RT
970
Rockland Trust
Massachusetts
$329K -$37.1K -516 -9%
TCOT
971
Trust Company of Toledo
Ohio
$327K +$12.6K +176 +4%
ATWA
972
Arbor Trust Wealth Advisors
Michigan
$327K -$172K -2,400 -33%
KWA
973
KCS Wealth Advisory
California
$324K +$100K +1,397 +40%
HSWM
974
Hubbell Strickland Wealth Management
Louisiana
$324K +$1.44K +20 +0.4%
NWM
975
Northcape Wealth Management
New York
$322K -$48.2K -671 -12%