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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1726
Clearview Wealth Advisors
Oregon
$344K -$15.5K -864 -4%
MMHP
1727
Murphy Middleton Hinkle & Parker
Georgia
$344K +$7.71K +431 +2%
WBC
1728
West Branch Capital
Massachusetts
$344K -$12.3K -686 -4%
Martingale Asset Management
1729
Martingale Asset Management
Massachusetts
$342K -$555 -31 -0.2%
WFI
1730
West Family Investments
California
$342K +$332K +18,552 New
EW
1731
Evoke Wealth
California
$341K -$486K -27,154 -59%
EAM
1732
Evanson Asset Management
California
$341K -$325K -18,157 -49%
JFGIW
1733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K – – –
SVWAG
1734
Sound View Wealth Advisors Group
Georgia
$340K -$25K -1,395 -6%
ACA
1735
Ascension Capital Advisors
Texas
$340K – – –
EGA
1736
E&G Advisors
Texas
$339K -$399K -22,278 -55%
MHR
1737
Matthew Hamilton Rosenberg
$338K +$179 +10 +0.1%
NCM
1738
Noesis Capital Mangement
Florida
$338K -$823 -46 -0.3%
TPWM
1739
Twelve Points Wealth Management
Massachusetts
$338K +$3.53K +197 +1%
AWAG
1740
ARS Wealth Advisors Group
Florida
$337K -$101K -5,640 -24%
CWM
1741
Compass Wealth Management
Connecticut
$337K +$327K +18,286 New
PIMG
1742
Patriot Investment Management Group
Tennessee
$335K -$53.7K -3,001 -15%
CWM
1743
Curi Wealth Management
North Carolina
$335K +$94.8K +5,295 +41%
WCAMG
1744
Woodard & Company Asset Management Group
North Carolina
$335K -$25.1K -1,402 -7%
GD
1745
Grandfield & Dodd
New York
$335K +$22.6K +1,262 +7%
TW
1746
TrinityPoint Wealth
Connecticut
$335K -$77K -4,302 -19%
BFS
1747
Bickling Financial Services
Massachusetts
$334K +$2.86K +160 +0.9%
PJSIMP
1748
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334K -$39.4K -2,200 -11%
KC
1749
Kenfarb & Co
Kentucky
$334K – – –
Crestwood Advisors Group
1750
Crestwood Advisors Group
Massachusetts
$333K -$326K -18,240 -50%