Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2176
Lodestone Wealth Management
Washington
$330K +$277K +1,590 New
VAG
2177
VisionPoint Advisory Group
Texas
$329K -$4.36K -25 -1%
ST
2178
Sabal Trust
Florida
$329K +$276K +1,584 New
BWL
2179
Bogart Wealth LLC
Virginia
$329K +$21.3K +122 +8%
TCWM
2180
Total Clarity Wealth Management
Illinois
$328K +$276K +1,583 New
WMA
2181
Wealth Management Associates
New Jersey
$327K +$275K +1,578 New
EP
2182
EPIQ Partners
Minnesota
$327K +$275K +1,577 New
FDCC
2183
Foster Dykema Cabot & Co
Massachusetts
$327K +$275K +1,577 New
CAG
2184
Curtis Advisory Group
California
$327K +$275K +1,576 New
HTC
2185
Haverford Trust Company
Pennsylvania
$327K +$275K +1,576 New
WTFG
2186
Wells Trecaso Financial Group
Ohio
$327K +$275K +1,574 New
FCA
2187
FLC Capital Advisors
California
$326K +$274K +1,572 New
RRWA
2188
Rainey & Randall Wealth Advisors
Florida
$326K +$274K +1,572 New
SIA
2189
Schear Investment Advisers
Ohio
$326K +$274K +1,572 New
CAWM
2190
Capital Advisors Wealth Management
Washington
$326K +$274K +1,571 New
EW
2191
Enzi Wealth
Texas
$325K – – –
SWM
2192
Salvus Wealth Management
New Jersey
$324K +$273K +1,564 New
AWA
2193
Alaska Wealth Advisors
Alaska
$324K +$273K +1,563 New
MIA
2194
Milestone Investment Advisors
Wisconsin
$324K +$273K +1,563 New
SC
2195
Sierra Capital
Florida
$324K – – –
MKA
2196
M. Kulyk & Associates
Georgia
$324K +$272K +1,561 New
SFA
2197
Source Financial Advisors
New York
$324K +$272K +1,560 New
GA
2198
Gateway Advisory
New Jersey
$322K +$270K +1,550 New
PHIMC
2199
Private Harbour Investment Management & Counsel
Ohio
$322K +$270K +1,550 New
CCM
2200
Canal Capital Management
Virginia
$321K +$270K +1,545 New