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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1101
Voya Financial Advisors
Connecticut
$233K -$3.46K -45 -1%
CWM
1102
Cahaba Wealth Management
Georgia
$233K
OFS
1103
OneAscent Financial Services
Alabama
$233K +$228K +2,965 New
BWA
1104
Blodgett Wealth Advisors
California
$232K +$227K +2,950 New
CGA
1105
Crescent Grove Advisors
Illinois
$232K +$227K +2,950 New
RCG
1106
Resource Consulting Group
Florida
$232K +$228K +2,959 New
BL
1107
Balentine LLC
Georgia
$231K +$227K +2,943 New
RCAG
1108
Rehmann Capital Advisory Group
Michigan
$230K -$9.24K -120 -4%
PPP
1109
Private Portfolio Partners
New Jersey
$230K +$154 +2 +0.1%
RIM
1110
Reliant Investment Management
Tennessee
$230K -$2.95M -38,305 -93%
HPWM
1111
Highland Private Wealth Management
Washington
$229K -$14.8K -192 -6%
EHWM
1112
Eads & Heald Wealth Management
Georgia
$229K
KTC
1113
Kistler-Tiffany Companies
Pennsylvania
$228K
OAM
1114
Occidental Asset Management
California
$228K
MIC
1115
Means Investment Company
Maine
$228K +$5.7K +74 +3%
MCM
1116
MAI Capital Management
Ohio
$228K +$224K +2,907 New
CGH
1117
CMG Global Holdings
Texas
$227K -$770 -10 -0.3%
PD
1118
Planning Directions
Pennsylvania
$227K +$1.15K +15 +0.5%
CL
1119
Choreo LLC
Illinois
$227K +$7.85K +102 +4%
MSR
1120
Main Street Research
Connecticut
$227K +$222K +2,890 New
CC
1121
Courier Capital
New York
$226K
FFA
1122
Founders Financial Alliance
North Carolina
$225K
WA
1123
WP Advisors
California
$225K +$1.23K +16 +0.6%
LC
1124
Landaas & Company
Wisconsin
$223K
TIA
1125
Tiemann Investment Advisors
California
$223K +$11.3K +147 +5%