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Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1626
Painted Porch Advisors
California
$216K – – –
CA
1627
Calton & Associates
Florida
$215K -$14.5K -92 -6%
CWM
1628
Cahaba Wealth Management
Georgia
$215K -$26.7K -170 -10%
IF
1629
IRON Financial
Illinois
$215K -$5.98K -38 -3%
OLVIG
1630
Oliver Lagore Vanvalin Investment Group
Michigan
$215K -$12.3K -78 -5%
SIA
1631
Schear Investment Advisers
Ohio
$215K +$6.76K +43 +3%
CT
1632
Colonial Trust
South Carolina
$213K -$3.46K -22 -2%
LA
1633
Legacy Advisors
Pennsylvania
$213K -$629 -4 -0.3%
SHFA
1634
SS&H Financial Advisors
Michigan
$213K +$226K +1,436 New
HPM
1635
Hoxton Planning & Management
West Virginia
$213K -$2.52K -16 -1%
TSWM
1636
Tyler-Stone Wealth Management
Ohio
$213K -$51K -324 -18%
AA
1637
Advisory Alpha
Michigan
$213K +$15.1K +96 +7%
CAG
1638
Csenge Advisory Group
Florida
$212K +$5.98K +38 +3%
NB
1639
Nicolet Bankshares
Wisconsin
$212K +$47.8K +304 +27%
AAMC
1640
Asset Allocation & Management Company
Illinois
$212K – – –
VCM
1641
Virtue Capital Management
Tennessee
$212K -$13.7K -87 -6%
SWM
1642
Segment Wealth Management
Texas
$211K -$1.73K -11 -0.8%
CRWM
1643
Castle Rock Wealth Management
California
$211K +$472 +3 +0.2%
BFM
1644
Boston Financial Management
Massachusetts
$210K -$2.83K -18 -1%
HBT
1645
Hills Bank & Trust
Iowa
$209K – – –
JSW
1646
Journey Strategic Wealth
New Jersey
$209K +$222K +1,413 New
SCM
1647
Schnieders Capital Management
California
$209K – – –
CH
1648
Cromwell Holdings
Wyoming
$209K +$222K +1,409 New
CCG
1649
Catalina Capital Group
California
$207K +$36.7K +233 +20%
RWB
1650
RMR Wealth Builders
New Jersey
$206K +$787 +5 +0.4%