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Name Holding Trade Value Shares
Change
Change in
Stake
KTM
1926
Keeler Thomas Management
Utah
$395K
CA
1927
Cornerstone Advisory
Maryland
$394K -$2.46K -107 -0.6%
HW
1928
Hedeker Wealth
Illinois
$394K
MWA
1929
Meridian Wealth Advisors
Texas
$394K +$38.9K +1,689 +11%
JAM
1930
JCIC Asset Management
Ontario, Canada
$393K -$128K -5,558 -25%
WFPG
1931
Waller Financial Planning Group
Ohio
$391K +$38.7K +1,683 +12%
CG
1932
Corundum Group
Colorado
$391K +$380K +16,518 New
SWA
1933
Sutton Wealth Advisors
Florida
$391K -$19.5K -847 -5%
PAS
1934
Professional Advisory Services
Florida
$388K
DAM
1935
Diamant Asset Management
Connecticut
$387K -$21.3K -927 -5%
SFS
1936
Summit Financial Strategies
Ohio
$386K +$33.4K +1,452 +10%
BCM
1937
Boltwood Capital Management
California
$384K -$98.5K -4,282 -21%
DCM
1938
Dimension Capital Management
Florida
$384K +$8.03K +349 +2%
GGI
1939
Godsey & Gibb Inc
Virginia
$383K +$88.3K +3,837 +31%
IIA
1940
IPG Investment Advisors
California
$383K -$12.2K -529 -3%
GIP
1941
Greatmark Investment Partners
Georgia
$382K -$87.6K -3,807 -19%
EGWAG
1942
Elwood & Goetz Wealth Advisory Group
Georgia
$381K
HP
1943
HT Partners
Connecticut
$378K +$897 +39 +0.2%
IAS
1944
IMA Advisory Services
Colorado
$378K +$40.6K +1,763 +12%
OBGC
1945
O'Brien Greene & Co
Pennsylvania
$377K -$32K -1,390 -8%
SDJVC
1946
St. Denis J. Villere & Co
Louisiana
$376K
WA
1947
Wealthstar Advisors
Texas
$376K +$36.6K +1,589 +11%
IF
1948
IRON Financial
Illinois
$376K +$69.1K +3,002 +23%
UC
1949
Unio Capital
New Jersey
$375K -$22.8K -993 -6%
AW
1950
Alpha Windward
Massachusetts
$375K +$253 +11 +0.1%