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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1076
Mathes Company
New York
$304K
SQA
1077
Simon Quick Advisors
New Jersey
$303K -$1.73K -23 -0.6%
WWP
1078
WR Wealth Planners
Missouri
$303K +$34.1K +453 +13%
SFS
1079
Stiles Financial Services
Minnesota
$301K +$9.02K +120 +3%
SCA
1080
Snowden Capital Advisors
New York
$300K +$11.3K +150 +4%
ONST
1081
Old North State Trust
North Carolina
$300K
CGL
1082
Clarius Group LLC
Washington
$300K -$13K -173 -4%
CST
1083
Charles Schwab Trust
Nevada
$297K
CCM
1084
Conway Capital Management
California
$295K -$116K -1,540 -29%
HCM
1085
Hengehold Capital Management
Ohio
$294K -$9.4K -125 -3%
ESB
1086
Essex Savings Bank
Connecticut
$293K -$38.2K -508 -12%
RA
1087
RFG Advisory
Alabama
$293K -$1.76M -23,450 -86%
GFP
1088
Gryphon Financial Partners
Ohio
$293K -$48.2K -641 -15%
HL
1089
HeadInvest LLC
Maine
$292K -$3.16K -42 -1%
FFG
1090
Fortem Financial Group
California
$292K -$103K -1,370 -27%
ACGA
1091
Atlanta Consulting Group Advisors
Georgia
$292K +$281K +3,738 New
CPA
1092
Capital Planning Advisors
California
$291K
AWA
1093
Aaron Wealth Advisors
Illinois
$291K +$280K +3,731 New
ECM
1094
Elgethun Capital Management
South Dakota
$289K -$752 -10 -0.3%
CFO
1095
Callan Family Office
Pennsylvania
$289K +$55.6K +740 +25%
PJWM
1096
Philip James Wealth Mangement
Georgia
$289K +$41.9K +558 +18%
WF
1097
Williams Financial
Vermont
$288K
WFAG
1098
Wescott Financial Advisory Group
Pennsylvania
$285K
RAS
1099
RPS Advisory Solutions
Kentucky
$284K +$526 +7 +0.2%
CI
1100
Conning Inc
Connecticut
$282K -$3.31K -44 -1%