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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
HB Wealth Management
Georgia
$317K +$53.3K +303 +23%
SMA
327
Seven Mile Advisory
New Jersey
$317K +$49.4K +281 +21%
MCM
328
MAI Capital Management
Ohio
$316K +$41.3K +235 +17%
BFS
329
Bard Financial Services
Connecticut
$316K
KOMWMG
330
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K +$19.2K +109 +7%
TCM
331
TruNorth Capital Management
Michigan
$311K +$281K +1,600 New
FIM
332
Freedom Investment Management
Connecticut
$308K +$18.3K +104 +7%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$308K -$2.11K -12 -0.8%
SCTC
334
Sanibel Captiva Trust Company
Florida
$305K +$19.2K +109 +7%
LIA
335
Lynx Investment Advisory
District of Columbia
$300K +$271K +1,542 New
VI
336
VanderPol Investments
Michigan
$297K -$1.41K -8 -0.5%
MAM
337
McLean Asset Management
Virginia
$297K -$1.06K -6 -0.4%
Baird Financial Group
338
Baird Financial Group
Wisconsin
$297K +$4.93K +28 +2%
SP
339
Successful Portfolios
Florida
$296K
NP
340
Nilsine Partners
Colorado
$294K +$265K +1,509 New
PDL
341
Portfolio Design Labs
California
$292K +$264K +1,502 New
HCP
342
Hexagon Capital Partners
Arkansas
$292K -$8.62K -49 -3%
RIL
343
Rothschild Investment LLC
Illinois
$289K
TPI
344
Trust Point Inc
Wisconsin
$286K -$28.1K -160 -10%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$285K
CAWM
346
Capital Advisors Wealth Management
Washington
$282K -$108K -615 -30%
CIA
347
Concurrent Investment Advisors
Florida
$280K +$54.4K +309 +27%
AAM
348
Auxier Asset Management
Oregon
$278K
HSA
349
HBK Sorce Advisory
Pennsylvania
$276K +$49.6K +282 +25%
AWM
350
Aprio Wealth Management
Georgia
$275K +$15.1K +86 +6%