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Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
1726
Murphy Middleton Hinkle & Parker
Georgia
$344K +$7.71K +431 +2%
WBC
1727
West Branch Capital
Massachusetts
$344K -$12.3K -686 -4%
MAM
1728
Martingale Asset Management
Massachusetts
$342K -$555 -31 -0.2%
WFI
1729
West Family Investments
California
$342K +$332K +18,552 New
EW
1730
Evoke Wealth
California
$341K -$486K -27,154 -59%
EAM
1731
Evanson Asset Management
California
$341K -$325K -18,157 -49%
JFGIW
1732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K
SVWAG
1733
Sound View Wealth Advisors Group
Georgia
$340K -$25K -1,395 -6%
ACA
1734
Ascension Capital Advisors
Texas
$340K
EGA
1735
E&G Advisors
Texas
$339K -$399K -22,278 -55%
MHR
1736
Matthew Hamilton Rosenberg
$338K +$179 +10 +0.1%
NCM
1737
Noesis Capital Mangement
Florida
$338K -$823 -46 -0.3%
TPWM
1738
Twelve Points Wealth Management
Massachusetts
$338K +$3.53K +197 +1%
AWAG
1739
ARS Wealth Advisors Group
Florida
$337K -$101K -5,640 -24%
CWM
1740
Compass Wealth Management
Connecticut
$337K +$327K +18,286 New
PIMG
1741
Patriot Investment Management Group
Tennessee
$335K -$53.7K -3,001 -15%
CWM
1742
Curi Wealth Management
North Carolina
$335K +$94.8K +5,295 +41%
WCAMG
1743
Woodard & Company Asset Management Group
North Carolina
$335K -$25.1K -1,402 -7%
GD
1744
Grandfield & Dodd
New York
$335K +$22.6K +1,262 +7%
TW
1745
TrinityPoint Wealth
Connecticut
$335K -$77K -4,302 -19%
BFS
1746
Bickling Financial Services
Massachusetts
$334K +$2.86K +160 +0.9%
PJSIMP
1747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$334K -$39.4K -2,200 -11%
KC
1748
Kenfarb & Co
Kentucky
$334K
CAG
1749
Crestwood Advisors Group
Massachusetts
$333K -$326K -18,240 -50%
EWM
1750
Empirical Wealth Management
Washington
$333K -$51.6K -2,882 -14%