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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1076
Morningstar Investment Management
Illinois
$358K – – –
HVIA
1077
Hudson Valley Investment Advisors
New York
$356K -$8.78K -116 -3%
HWMG
1078
Hurlow Wealth Management Group
Indiana
$355K -$3.48K -46 -1%
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$320K +4,221 New
NWM
1080
Northcape Wealth Management
New York
$352K – – –
CST
1081
Charles Schwab Trust
Nevada
$351K – – –
WAM
1082
Weiss Asset Management
Massachusetts
$351K +$318K +4,199 New
5SA
1083
5th Street Advisors
Connecticut
$351K +$15.1K +200 +5%
TCM
1084
Twin Capital Management
Pennsylvania
$349K +$1.21K +16 +0.4%
PPC
1085
Park Place Capital
Alabama
$349K +$236K +3,117 +295%
SFWC
1086
Strategic Family Wealth Counselors
New Jersey
$348K +$6.51K +86 +2%
CFP
1087
Catalyst Financial Partners
Massachusetts
$347K -$31.8K -420 -9%
DIM
1088
Delta Investment Management
California
$346K – – –
MMHP
1089
Murphy Middleton Hinkle & Parker
Georgia
$345K +$151 +2 +0%
TFA
1090
Transamerica Financial Advisors
Florida
$343K +$23.5K +311 +8%
TT
1091
TI-Trust
Illinois
$336K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1092
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$335K +$303K +4,005 New
BWA
1093
BlueChip Wealth Advisors
Georgia
$334K – – –
BMWM
1094
Brown Miller Wealth Management
Virginia
$334K – – –
CA
1095
Continuum Advisory
Idaho
$334K +$64K +845 +27%
AWMM
1096
Aegis Wealth Management (Maryland)
Maryland
$334K +$302K +3,995 New
RWM
1097
Ritholtz Wealth Management
New York
$333K +$64.7K +855 +27%
WAG
1098
Winthrop Advisory Group
Massachusetts
$330K -$833 -11 -0.3%
AWM
1099
Aberdeen Wealth Management
Illinois
$330K -$143K -1,887 -32%
CAG
1100
Csenge Advisory Group
Florida
$330K +$8.93K +118 +3%