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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1026
Hummer Financial Advisory Services
Illinois
$270K
HPWM
1027
Highland Private Wealth Management
Washington
$270K +$2.42K +30 +0.9%
FIA
1028
Foundations Investment Advisors
Arizona
$269K -$12.3K -152 -4%
GAG
1029
GM Advisory Group
New York
$268K
CL
1030
CPWM LLC
Washington
$268K +$3.31K +41 +1%
BWA
1031
Burt Wealth Advisors
Maryland
$264K
RCAG
1032
Rehmann Capital Advisory Group
Michigan
$262K -$1.7K -21 -0.6%
SFG
1033
SageGuard Financial Group
Tennessee
$261K -$1.53K -19 -0.6%
BWAM
1034
Boyd Watterson Asset Management
Ohio
$261K
TTWM
1035
TCV Trust & Wealth Management
Virginia
$261K
IP
1036
Investment Partners
Ohio
$261K +$1.13K +14 +0.4%
ISL
1037
Ingalls & Snyder LLC
New York
$260K -$59.1K -732 -18%
KWA
1038
KCS Wealth Advisory
California
$260K -$4.28K -53 -2%
SCM
1039
Shelton Capital Management
Colorado
$259K -$269K -3,328 -50%
NL
1040
Navalign LLC
California
$259K -$42.5K -526 -14%
NIA
1041
Northstar Investment Advisors
Colorado
$258K
WIC
1042
Whitegate Investment Counselors
New Hampshire
$257K
MAM
1043
Meeder Asset Management
Ohio
$257K +$17.4K +216 +7%
BCM
1044
Bayesian Capital Management
New York
$257K +$266K +3,300 New
AA
1045
Addison Advisors
Vermont
$257K +$267K +3,309 New
TIA
1046
Tiemann Investment Advisors
California
$255K +$3.39K +42 +1%
NDSI
1047
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$727 +9 +0.3%
IF
1048
Insight Folios
North Carolina
$253K +$263K +3,258 New
CWM
1049
Cornerstone Wealth Management
Missouri
$251K
MA
1050
MUFG Americas
New York
$251K