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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1626
Cornerstone Wealth Group
North Carolina
$341K +$298K +1,962 New
DOA
1627
D'Orazio & Associates
Virginia
$340K +$297K +1,955 New
LI
1628
LRI Investments
Florida
$339K +$157K +1,034 +113%
NG
1629
Norden Group
Utah
$338K +$22.9K +151 +8%
AM
1630
Atwater Malick
Pennsylvania
$337K – – –
ProShare Advisors
1631
ProShare Advisors
Maryland
$336K +$59.2K +390 +25%
BCM
1632
Becker Capital Management
Oregon
$336K – – –
LRIA
1633
Leonard Rickey Investment Advisors
Washington
$336K +$62.2K +410 +27%
BZWA
1634
Blue Zone Wealth Advisors
California
$336K -$9.86K -65 -3%
ACM
1635
Aljian Capital Management
Nevada
$335K +$30.3K +200 +12%
AWM
1636
Accel Wealth Management
Iowa
$333K +$4.55K +30 +2%
ACM
1637
Alta Capital Management
Utah
$333K -$114K -749 -28%
MPW
1638
Monterey Private Wealth
California
$331K +$41.1K +271 +17%
IP
1639
Ignite Planners
California
$330K +$272K +1,791 New
AWM
1640
AllSquare Wealth Management
New York
$329K – – –
DF
1641
Dunhill Financial
United Kingdom
$327K +$286K +1,884 New
BWP
1642
Bernardo Wealth Planning
Pennsylvania
$326K +$7.58K +50 +3%
Bank of Nova Scotia
1643
Bank of Nova Scotia
Ontario, Canada
$326K -$25.8K -170 -8%
GIA
1644
Gateway Investment Advisers
Ohio
$325K +$284K +1,870 New
CPG
1645
Custom Portfolio Group
Colorado
$323K -$1.82K -12 -0.6%
HB
1646
HTLF Bank
Colorado
$323K +$10.5K +69 +4%
BFC
1647
Bedel Financial Consulting
Indiana
$321K +$152 +1 +0.1%
GFA
1648
Gallagher Fiduciary Advisors
Illinois
$321K -$10.6K -70 -4%
FCP
1649
Fidelis Capital Partners
Florida
$320K -$16.2K -107 -5%
TFA
1650
Teamwork Financial Advisors
Texas
$318K -$15.6K -103 -5%