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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
801
Leavell Investment Management
Alabama
$227K
GT
802
Glenview Trust
Kentucky
$227K
MSF
803
Mustard Seed Financial
Arkansas
$226K +$535 +4 +0.2%
APWM
804
Argonautica Private Wealth Management
Massachusetts
$226K
MAS
805
Meeder Advisory Services
Ohio
$223K +$20.2K +151 +10%
NA
806
Navellier & Associates
Nevada
$223K +$535 +4 +0.2%
CD
807
Chapin Davis
Maryland
$222K +$268 +2 +0.1%
IWM
808
IHT Wealth Management
Illinois
$222K +$220K +1,647 New
AA
809
Advisory Alpha
Michigan
$221K -$2.94K -22 -1%
GA
810
Geller Advisors
New York
$219K +$1.6K +12 +0.7%
FCG
811
Fielder Capital Group
Tennessee
$219K +$669 +5 +0.3%
BCG
812
Breakwater Capital Group
New Jersey
$218K
EM
813
Excalibur Management
Massachusetts
$217K
WJWM
814
Williams Jones Wealth Management
New York
$217K +$3.35K +25 +2%
SMWM
815
Silvia McColl Wealth Management
California
$216K
VA
816
Valmark Advisers
Ohio
$216K +$214K +1,600 New
FNWM
817
Financial Network Wealth Management
Utah
$216K
CWM
818
Cornerstone Wealth Management
Missouri
$214K -$8.7K -65 -4%
PWPS
819
Pinnacle Wealth Planning Services
Ohio
$213K -$535 -4 -0.3%
OAM
820
Oxford Asset Management
United Kingdom
$212K +$210K +1,567 New
FWCM
821
Ferguson Wellman Capital Management
Oregon
$211K
WS
822
Wedbush Securities
California
$210K -$14.3K -107 -6%
BA
823
Bridgewater Associates
Connecticut
$210K -$14.8K -111 -7%
FG
824
Fiduciary Group
Georgia
$209K
HCM
825
Howard Capital Management
Georgia
$209K +$207K +1,548 New