Name Holding Trade Value Shares
Change
Change in
Stake
DWMS
3426
Dominguez Wealth Management Solutions
Virginia
$313K +$10.4K +30 +4%
HIMC
3427
Heritage Investors Management Corp
Maryland
$313K -$34K -98 -12%
PGAM
3428
Princeton Global Asset Management
New Jersey
$313K -$43.7K -126 -15%
ATWA
3429
Arbor Trust Wealth Advisors
Michigan
$312K -$31.2K -90 -11%
SP
3430
SWS Partners
Ohio
$312K -$200K -577 -45%
VFG
3431
V2 Financial group
Illinois
$312K – – –
PFG
3432
Pinnacle Financial Group
Illinois
$312K +$4.51K +13 +2%
NCM
3433
Nelson Capital Management
California
$310K – – –
BA
3434
BCM Advisors
Louisiana
$309K -$148K -427 -39%
GK
3435
Graney & King
New York
$309K -$11.8K -34 -5%
SC
3436
Solstein Capital
California
$309K -$10.4K -30 -4%
RA
3437
Ransom Advisory
Rhode Island
$308K – – –
IPW
3438
IronBridge Private Wealth
Texas
$307K +$240K +691 New
KOMWMG
3439
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$307K -$27.7K -80 -10%
TWM
3440
Tanager Wealth Management
United Kingdom
$306K +$16.6K +48 +8%
WRM
3441
Weybosset Research & Management
Rhode Island
$305K – – –
BAS
3442
Brueske Advisory Services
Washington
$305K +$238K +685 New
DA
3443
Detalus Advisors
Missouri
$305K +$238K +685 New
RPGNY
3444
Retirement Planning Group (New York)
New York
$305K +$238K +685 New
CPA
3445
Cathy Pareto & Associates
Florida
$304K -$694 -2 -0.3%
GIA
3446
Goodwin Investment Advisory
Georgia
$304K – – –
RK
3447
Rather & Kittrell
Tennessee
$302K +$236K +680 New
BG
3448
Bahl & Gaynor
Ohio
$302K – – –
JE
3449
JMAC Enterprises
Pennsylvania
$302K – – –
BA
3450
Bellwether Advisors
Nebraska
$302K +$17.7K +51 +8%