Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1926
Stonehearth Capital Management
Massachusetts
$269K -$16K -194 -6%
GWM
1927
GSB Wealth Management
Connecticut
$269K -$823 -10 -0.3%
CSIC
1928
Clifford Swan Investment Counsel
California
$268K +$329 +4 +0.1%
HWM
1929
HighMark Wealth Management
Minnesota
$266K +$82.8K +1,006 +55%
PPWM
1930
Paragon Private Wealth Management
Kentucky
$266K +$234K +2,846 New
EFL
1931
ERn Financial LLC
Wisconsin
$265K +$234K +2,845 New
TWM
1932
Trueblood Wealth Management
Ohio
$265K +$234K +2,840 New
SIM
1933
SSI Investment Management
California
$265K -$109K -1,323 -32%
PFM
1934
Patton Fund Management
Texas
$264K +$233K +2,832 New
AA
1935
Armis Advisers
Georgia
$264K +$228K +2,765 New
SMA
1936
Seven Mile Advisory
New Jersey
$264K -$7.66K -93 -3%
KIM
1937
Kestra Investment Management
Texas
$262K +$174K +2,112 +302%
AWM
1938
Act Wealth Management
Texas
$261K -$8.23K -100 -3%
LC
1939
L1 Capital
Australia
$260K +$230K +2,792 New
FFP
1940
FourThought Financial Partners
Florida
$260K -$5.84K -71 -2%
BFIM
1941
Beese Fulmer Investment Management
Ohio
$260K – – –
FDW
1942
Fourth Dimension Wealth
Ohio
$260K +$49.7K +604 +28%
MIM
1943
Merrion Investment Management
New Jersey
$259K -$4.12K -50 -2%
GF
1944
GGM Financials
Ohio
$259K – – –
BBA
1945
BLB&B Advisors
Pennsylvania
$258K – – –
SIG
1946
Sky Investment Group
Connecticut
$258K – – –
PWM
1947
Power Wealth Management
Georgia
$258K -$14.3K -174 -6%
SWM
1948
Silverlake Wealth Management
Vermont
$258K +$227K +2,760 New
PAG
1949
Poinciana Advisors Group
Florida
$257K +$227K +2,755 New
PWM
1950
Palumbo Wealth Management
New York
$256K +$226K +2,747 New