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Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1926
McCarter Private Wealth Services
Massachusetts
$698K +$94.2K +2,032 +17%
EHWM
1927
Eads & Heald Wealth Management
Georgia
$696K +$34.1K +735 +6%
GFG
1928
Goldstone Financial Group
Illinois
$694K -$168K -3,615 -21%
VH
1929
Visionary Horizons
Tennessee
$693K -$73.8K -1,592 -10%
AMBIA
1930
Allen Mooney & Barnes Investment Advisors
Georgia
$691K +$58.3K +1,257 +10%
PPC
1931
Park Place Capital
Alabama
$690K +$18.7K +404 +3%
IPW
1932
Impact Partnership Wealth
Georgia
$688K -$180K -3,875 -22%
RIA
1933
Richwood Investment Advisors
Ohio
$688K -$25.2K -544 -4%
WDG
1934
Wealth Dimensions Group
Ohio
$687K -$55.8K -1,203 -8%
MIA
1935
MeadowBrook Investment Advisors
Michigan
$687K -$12.9K -278 -2%
First Merchants Corp
1936
First Merchants Corp
Indiana
$686K -$159K -3,432 -20%
CI
1937
CacheTech Inc
Utah
$686K +$248K +5,350 +64%
LC
1938
LCNB Corp
Ohio
$686K +$69.3K +1,496 +12%
TCA
1939
Transcend Capital Advisors
New Jersey
$686K -$7.04K -152 -1%
TBA
1940
Tower Bridge Advisors
Pennsylvania
$686K -$97.9K -2,113 -13%
OC
1941
Opinicus Capital
Florida
$685K -$23.9K -516 -4%
NI
1942
Natural Investments
California
$684K +$42.2K +911 +7%
RCM
1943
RB Capital Management
Nevada
$682K -$108K -2,340 -15%
IA
1944
Invested Advisors
Pennsylvania
$682K -$11.4K -246 -2%
HFRG
1945
Houlihan Financial Resource Group
Virginia
$682K +$463 +10 +0.1%
FC
1946
FCA Corp
Texas
$680K -$123K -2,645 -16%
BFWA
1947
Benchmark Financial Wealth Advisors
Florida
$680K +$80.3K +1,732 +15%
QCIG
1948
Quad-Cities Investment Group
Iowa
$677K -$6.67K -144 -1%
Douglas Lane & Associates
1949
Douglas Lane & Associates
New York
$677K +$28.4K +613 +5%
CWP
1950
CFM Wealth Partners
Texas
$673K -$20.5K -442 -3%