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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1076
Hurlow Wealth Management Group
Indiana
$355K -$3.48K -46 -1%
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$320K +4,221 New
NWM
1078
Northcape Wealth Management
New York
$352K
CST
1079
Charles Schwab Trust
Nevada
$351K
WAM
1080
Weiss Asset Management
Massachusetts
$351K +$318K +4,199 New
5SA
1081
5th Street Advisors
Connecticut
$351K +$15.1K +200 +5%
TCM
1082
Twin Capital Management
Pennsylvania
$349K +$1.21K +16 +0.4%
PPC
1083
Park Place Capital
Alabama
$349K +$236K +3,117 +295%
SFWC
1084
Strategic Family Wealth Counselors
New Jersey
$348K +$6.51K +86 +2%
CFP
1085
Catalyst Financial Partners
Massachusetts
$347K -$31.8K -420 -9%
DIM
1086
Delta Investment Management
California
$346K
MMHP
1087
Murphy Middleton Hinkle & Parker
Georgia
$345K +$151 +2 +0%
TFA
1088
Transamerica Financial Advisors
Florida
$343K +$23.5K +311 +8%
TT
1089
TI-Trust
Illinois
$336K
Caisse de Depot et Placement du Quebec (CDPQ)
1090
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$335K +$303K +4,005 New
BWA
1091
BlueChip Wealth Advisors
Georgia
$334K
BMWM
1092
Brown Miller Wealth Management
Virginia
$334K
CA
1093
Continuum Advisory
Idaho
$334K +$64K +845 +27%
AWMM
1094
Aegis Wealth Management (Maryland)
Maryland
$334K +$302K +3,995 New
RWM
1095
Ritholtz Wealth Management
New York
$333K +$64.7K +855 +27%
WAG
1096
Winthrop Advisory Group
Massachusetts
$330K -$833 -11 -0.3%
AWM
1097
Aberdeen Wealth Management
Illinois
$330K -$143K -1,887 -32%
CAG
1098
Csenge Advisory Group
Florida
$330K +$8.93K +118 +3%
CIA
1099
Compass Ion Advisors
Pennsylvania
$329K -$530 -7 -0.2%
CWG
1100
Cornerstone Wealth Group
North Carolina
$329K +$44.7K +590 +18%