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Name Holding Trade Value Shares
Change
Change in
Stake
BMM
2176
Berkshire Money Management
Massachusetts
$416K -$3.18K -110 -0.8%
HWMG
2177
Hurlow Wealth Management Group
Indiana
$416K +$11.2K +387 +3%
WAS
2178
Winch Advisory Services
Wisconsin
$415K +$46.7K +1,619 +13%
AWM
2179
Argent Wealth Management
Massachusetts
$414K +$405K +14,012 New
TC
2180
TAP Consulting
Missouri
$413K -$6.67K -231 -2%
RIM
2181
Redwood Investment Management
Arizona
$412K +$62.7K +2,172 +18%
BWP
2182
BSW Wealth Partners
Colorado
$412K +$193K +6,691 +92%
LFA
2183
Legacy Financial Advisors
Kentucky
$411K +$56.8K +1,966 +16%
JGUA
2184
John G. Ullman & Associates
New York
$410K -$5.78K -200 -1%
AWM
2185
Avior Wealth Management
Nebraska
$408K +$26.6K +921 +7%
ITIM
2186
Indiana Trust & Investment Management
Indiana
$406K -$34.6K -1,199 -8%
VAM
2187
Verity Asset Management
North Carolina
$406K +$193K +6,684 +95%
PP
2188
Professional Planning
California
$405K +$396K +13,727 New
FBA
2189
Front Barnett Associates
Illinois
$404K +$39.8K +1,380 +11%
IIA
2190
IPG Investment Advisors
California
$404K -$34.4K -1,192 -8%
HFA
2191
High Falls Advisors
New York
$403K -$19.3K -668 -5%
GTAM
2192
Global Trust Asset Management
Florida
$403K -$11.8K -409 -3%
AIA
2193
Arbor Investment Advisors
North Carolina
$401K -$40.7K -1,410 -9%
WC
2194
Weil Company
California
$401K +$31K +1,075 +9%
RZH
2195
Relyea Zuckerberg Hanson
Connecticut
$401K +$393K +13,595 New
FI
2196
Financial Insights
Washington
$398K – – –
PFA
2197
Professional Financial Advisors
Nebraska
$398K +$390K +13,496 New
MCM
2198
Marathon Capital Management
Maryland
$398K +$390K +13,517 New
AWA
2199
Arkadios Wealth Advisors
Georgia
$397K +$397K +13,733 New
CAGAS
2200
Capital Advisory Group Advisory Services
Minnesota
$397K +$138K +4,775 +55%