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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1701
Haverford Financial Services
Pennsylvania
$21.8M -$1.01M -4,365 -4%
PCA
1702
Providence Capital Advisors
North Carolina
$21.8M +$6.84M +29,520 +43%
ST
1703
Sentinel Trust
Texas
$21.7M -$480K -2,072 -2%
HI
1704
Horizon Investments
North Carolina
$21.7M +$763K +3,293 +3%
FFWA
1705
FRG Family Wealth Advisors
Washington
$21.7M -$265K -1,146 -1%
KFI
1706
Key Financial Inc
Pennsylvania
$21.6M -$199K -857 -0.9%
UIA
1707
UG Investment Advisers
Taiwan
$21.6M -$24.4M -105,249 -52%
WIC
1708
Willis Investment Counsel
Georgia
$21.6M -$3.05M -13,170 -12%
GWANC
1709
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.6M +$957K +4,129 +4%
MC
1710
Montag & Caldwell
Georgia
$21.6M -$1.05M -4,535 -4%
CPA
1711
Capital Planning Advisors
California
$21.6M -$549K -2,371 -2%
CIG
1712
CCM Investment Group
Minnesota
$21.5M +$621K +2,680 +3%
FA
1713
Financial Avengers
California
$21.5M -$902K -3,895 -4%
PCG
1714
PFC Capital Group
California
$21.5M -$974K -4,206 -4%
SOS
1715
Silver Oak Securities
Tennessee
$21.5M -$291K -1,255 -1%
AMG
1716
Asset Management Group
Connecticut
$21.5M -$651K -2,811 -3%
LHC
1717
Little House Capital
Massachusetts
$21.4M -$1.72M -7,416 -7%
DWM
1718
Diversify Wealth Management
Utah
$21.4M +$105K +455 +0.5%
ACM
1719
Accent Capital Management
Ohio
$21.4M -$253K -1,092 -1%
FNB
1720
Farmers National Bank
Kentucky
$21.4M +$1.81M +7,800 +9%
WF
1721
WoodTrust Financial
Wisconsin
$21.4M -$65.3K -282 -0.3%
BPC
1722
Bearing Point Capital
Minnesota
$21.4M -$970K -4,187 -4%
SSWM
1723
Strait & Sound Wealth Management
California
$21.4M +$1.29M +5,589 +6%
MWA
1724
Meridian Wealth Advisors
Texas
$21.3M -$359K -1,550 -2%
APWA
1725
Atlas Private Wealth Advisors
New Jersey
$21.3M -$330K -1,425 -1%