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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
2226
Old North State Wealth Management
North Carolina
$424K +$43.7K +170 +11%
WCM
2227
Wealthcare Capital Management
Virginia
$422K +$232K +903 +115%
MAWCM
2228
Mine & Arao Wealth Creation & Management
California
$422K +$45K +175 +12%
BMC
2229
Benin Management Corp
Connecticut
$422K
HWP
2230
Heritage Wealth Partners
Ohio
$421K +$94.3K +367 +28%
PWP
2231
Phillips Wealth Planners
Mississippi
$421K +$1.28K +5 +0.3%
GAB
2232
German American Bancorp
Indiana
$421K +$135K +525 +45%
OAM
2233
Oak Asset Management
California
$420K
VC
2234
Vicus Capital
Pennsylvania
$419K +$145K +563 +51%
WGCA
2235
Wolf Group Capital Advisors
Virginia
$415K +$426K +1,659 New
CAM
2236
Carret Asset Management
New York
$415K -$179K -696 -30%
PFS
2237
Physicians Financial Services
North Carolina
$412K -$231K -900 -35%
SFWC
2238
Strategic Family Wealth Counselors
New Jersey
$412K -$63.2K -246 -13%
FCAS
2239
First Command Advisory Services
Texas
$410K +$421K +1,638 New
AC
2240
Avant Capital
Louisiana
$409K -$340K -1,325 -45%
SWM
2241
Soundmark Wealth Management
Washington
$409K -$100K -390 -19%
SCA
2242
Stillwater Capital Advisors
Pennsylvania
$409K -$11.6K -45 -3%
KNW
2243
Kesler Norman & Wride
Utah
$409K +$188K +730 +81%
CPG
2244
Cornerstone Planning Group
New Jersey
$408K +$16.4K +64 +4%
RFP
2245
Root Financial Partners
California
$407K -$13.9K -54 -3%
VWM
2246
Vigilare Wealth Management
Arizona
$407K
TF
2247
Tompkins Financial
New York
$407K +$38.3K +149 +10%
BCM
2248
Boltwood Capital Management
California
$407K +$25.7K +100 +7%
SSWM
2249
Sheets Smith Wealth Management
North Carolina
$406K
WTFG
2250
Wells Trecaso Financial Group
Ohio
$406K +$12.3K +48 +3%