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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
1726
Morningstar Investment Services
Illinois
$241K +$235K +16,037 New
SCM
1727
Sterneck Capital Management
Missouri
$241K -$16.4K -1,120 -7%
CIA
1728
Cohen Investment Advisors
New Hampshire
$241K -$78.6K -5,360 -25%
SWM
1729
Selective Wealth Management
Virginia
$240K -$12.1K -826 -5%
CWM
1730
Calamos Wealth Management
Illinois
$239K -$208K -14,190 -47%
MLFP
1731
MPS Loria Financial Planners
Illinois
$238K -$6.17K -421 -3%
JCM
1732
Jacobsen Capital Management
Utah
$238K +$233K +15,862 New
PM
1733
Penbrook Management
New York
$238K -$23.5K -1,600 -9%
BFA
1734
Beaumont Financial Advisors
Massachusetts
$238K -$72.1K -4,917 -24%
LWM
1735
Lodestone Wealth Management
Washington
$237K +$1.85K +126 +0.8%
MIM
1736
MTM Investment Management
South Carolina
$237K -$17.1K -1,164 -7%
CNBTD
1737
Citizens National Bank Trust Department
Mississippi
$237K -$11.7K -800 -5%
AC
1738
Avestar Capital
New York
$237K +$232K +15,795 New
CFSG
1739
Clark Financial Services Group
Missouri
$237K -$2.65K -181 -1%
LSA
1740
Lion Street Advisors
Texas
$237K -$233K -15,913 -50%
CFFP
1741
Center for Financial Planning
Michigan
$236K -$235 -16 -0.1%
TPWA
1742
TRUE Private Wealth Advisors
Oregon
$234K -$32.9K -2,244 -13%
PWM
1743
Paulson Wealth Management
Illinois
$233K -$12.9K -882 -5%
PB
1744
Pinnacle Bancorp
Nebraska
$233K -$119K -8,150 -34%
CCWA
1745
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$231K +$226K +15,391 New
Massachusetts Financial Services
1746
Massachusetts Financial Services
Massachusetts
$230K -$5.41K -369 -2%
MA
1747
MJP Associates
Connecticut
$230K -$12.4K -844 -5%
HFP
1748
Holistic Financial Partners
Indiana
$229K +$24K +1,637 +12%
AWM
1749
Aprio Wealth Management
Georgia
$229K +$223K +15,216 New
FFC
1750
First Financial Corp
Indiana
$228K +$44K +3,001 +25%