Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1851
Goelzer Investment Management
Indiana
$346K +$1.17K +6 +0.3%
WP
1852
Westmount Partners
California
$345K – – –
SO
1853
Sierra Ocean
California
$345K -$36.5K -188 -8%
ATI
1854
Act Two Investors
California
$345K – – –
AWM
1855
Accel Wealth Management
Iowa
$344K +$7K +36 +2%
TH
1856
TCTC Holdings
Texas
$343K +$17.7K +91 +5%
CIS
1857
Continental Investors Services
Washington
$343K – – –
BRG
1858
Bay Rivers Group
Virginia
$342K +$93.3K +480 +30%
DF
1859
Dunhill Financial
United Kingdom
$341K +$30.7K +158 +8%
WPWM
1860
Western Pacific Wealth Management
Illinois
$341K +$144K +740 +56%
AWM
1861
Ameliora Wealth Management
Switzerland
$340K – – –
CWM
1862
Cherrydale Wealth Management
New Jersey
$340K -$96.4K -496 -19%
RIP
1863
RAM Investment Partners
Washington
$340K -$8.16K -42 -2%
AM
1864
Atwater Malick
Pennsylvania
$340K – – –
SFG
1865
SNS Financial Group
Minnesota
$340K -$1.17K -6 -0.3%
TWM
1866
TCFG Wealth Management
California
$340K -$169K -871 -30%
GCM
1867
Goldstream Capital Management
Hong Kong
$338K +$394K +2,028 New
FPGK
1868
Financial Partners Group (Kansas)
Kansas
$338K +$24.3K +125 +7%
RSWM
1869
Robertson Stephens Wealth Management
California
$337K -$31.7K -163 -7%
PCP
1870
Proficio Capital Partners
Massachusetts
$337K +$31.1K +160 +9%
ARC
1871
Advisor Resource Council
Texas
$336K +$759K +3,908 New
LFG
1872
Larson Financial Group
Missouri
$336K +$28K +144 +8%
CWG
1873
Cornerstone Wealth Group
North Carolina
$335K +$18.7K +96 +5%
VFG
1874
Victory Financial Group
Texas
$334K +$349K +1,797 New
KWM
1875
Kingsman Wealth Management
Florida
$333K +$390K +2,008 New