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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
2126
Resonant Capital Advisors
Wisconsin
$295K +$50.6K +1,499 +20%
CCM
2127
Check Capital Management
California
$294K -$40.5K -1,200 -12%
HEIP
2128
Hudson Edge Investment Partners
New Jersey
$294K -$4.02M -119,041 -93%
LWM
2129
Lodestone Wealth Management
Washington
$293K +$25.2K +747 +9%
TMWM
2130
Taylor & Morgan Wealth Management
Michigan
$293K -$5.51K -163 -2%
PPWM
2131
Paragon Private Wealth Management
Kentucky
$293K +$12.1K +359 +4%
CJFS
2132
Coulter & Justus Financial Services
Tennessee
$292K +$83K +2,457 +37%
SWM
2133
Selective Wealth Management
Virginia
$292K -$8.82K -261 -3%
GCIA
2134
Gabelli & Co Investment Advisers
New York
$292K -$33.8K -1,000 -10%
WTB
2135
Washington Trust Bank
Washington
$291K -$7.91K -234 -3%
OCM
2136
One Capital Management
California
$291K -$104K -3,066 -25%
JJBC
2137
James J. Burns & Company
New York
$291K -$7.97K -236 -3%
RGC
2138
Roberts, Glore & Co
Illinois
$291K -$18.3K -542 -6%
TFA
2139
Triad Financial Advisors
North Carolina
$291K +$10.5K +311 +4%
CC
2140
Cadinha & Co
Hawaii
$290K -$71.1K -2,103 -19%
MAM
2141
Meeder Asset Management
Ohio
$290K -$44.7K -1,323 -13%
FA
2142
Faithward Advisors
Pennsylvania
$289K -$58.5K -1,730 -18%
PCA
2143
Private Capital Advisors
Connecticut
$289K – – –
TCOK
2144
Trust Company of Kansas
Kansas
$289K +$46.6K +1,379 +18%
SFG
2145
StrategIQ Financial Group
Indiana
$288K -$14.6K -432 -5%
PWA
2146
Provenance Wealth Advisors
Florida
$288K +$300K +8,881 New
AWM
2147
Accel Wealth Management
Iowa
$288K -$52.3K -1,548 -15%
HWA
2148
Heritage Wealth Advisors
Virginia
$287K -$11.2K -331 -4%
CCG
2149
Chatham Capital Group
Georgia
$287K -$3.21K -95 -1%
SIS
2150
Sound Income Strategies
Florida
$287K +$56.1K +1,660 +23%