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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1801
Destination Wealth Management
California
$244K -$1.42K -78 -0.5%
DWM
1802
Drive Wealth Management
Utah
$244K +$28.1K +1,545 +11%
MAM
1803
MMA Asset Management
Pennsylvania
$244K +$50.3K +2,762 +21%
FCFC
1804
First Commonwealth Financial Corp
Pennsylvania
$243K -$49.7K -2,731 -15%
WAS
1805
Winch Advisory Services
Wisconsin
$243K +$22.7K +1,245 +9%
WWP
1806
WR Wealth Planners
Missouri
$243K +$3.46K +190 +1%
CWP
1807
Concord Wealth Partners
Virginia
$242K +$21.5K +1,184 +8%
CTA
1808
Colonial Trust Advisors
South Carolina
$242K +$33.8K +1,858 +13%
IA
1809
Inspire Advisors
Idaho
$242K +$68.8K +3,780 +31%
M
1810
Mirova
France
$242K +$288K +15,820 New
WCG
1811
Weaver Consulting Group
California
$241K +$12.5K +687 +5%
FBFS
1812
First Business Financial Services
Wisconsin
$240K -$4.55K -250 -2%
SFWC
1813
Strategic Family Wealth Counselors
New Jersey
$240K +$218 +12 +0.1%
LIA
1814
LBMC Investment Advisors
Tennessee
$239K -$4.75K -261 -2%
BMCM
1815
Burns Matteson Capital Management
New York
$238K +$283K +15,534 New
WPP
1816
Whalerock Point Partners
Rhode Island
$238K -$33.4K -1,835 -11%
LFG
1817
Larson Financial Group
Missouri
$237K -$358K -19,657 -56%
ZF
1818
Zhang Financial
Michigan
$237K -$3.62K -199 -1%
BB
1819
Berkshire Bank
Massachusetts
$237K -$237 -13 -0.1%
DAC
1820
Dividend Assets Capital
South Carolina
$236K -$79.3K -4,357 -22%
TFGT
1821
TS Financial Group (TSFG)
Illinois
$236K -$72.8K -4,001 -21%
RRA
1822
Round Rock Advisors
Connecticut
$236K +$19.2K +1,057 +7%
IWA
1823
Icon Wealth Advisors
Texas
$236K +$280K +15,366 New
B
1824
Bensler
Washington
$235K -$18.6K -1,023 -6%
HIM
1825
Hotaling Investment Management
Pennsylvania
$235K -$64.4K -3,541 -19%