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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1826
Landmark Financial Advisors
Kentucky
$601K +$8.53K +80 +1%
TW
1827
Towerpoint Wealth
California
$601K +$11.2K +105 +2%
PFS
1828
Physicians Financial Services
North Carolina
$601K – – –
WF
1829
WoodTrust Financial
Wisconsin
$600K -$7.36K -69 -1%
DG
1830
DMC Group
Alabama
$599K -$7.25K -68 -1%
FFA
1831
Fragasso Financial Advisors
Pennsylvania
$595K -$7.78K -73 -1%
SRSA
1832
S.R. Schill & Associates
Washington
$590K – – –
NF
1833
Nvest Financial
New Hampshire
$588K +$49.7K +466 +9%
CWA
1834
Clearview Wealth Advisors
Oregon
$586K -$2.35K -22 -0.4%
MFWP
1835
Mosaic Family Wealth Partners
Missouri
$586K -$426 -4 -0.1%
FWM
1836
Fairhaven Wealth Management
Illinois
$586K +$573K +5,374 New
TIM
1837
Tevis Investment Management
Texas
$585K +$13.2K +124 +2%
CAM
1838
Campion Asset Management
Virginia
$582K -$5.12K -48 -0.9%
AWAG
1839
ARS Wealth Advisors Group
Florida
$581K +$568K +5,333 New
OC
1840
Oakworth Capital
Alabama
$581K -$277K -2,594 -33%
AIP
1841
ARS Investment Partners
New York
$579K -$10.7K -100 -2%
1W
1842
1776 Wealth
Georgia
$579K +$18.2K +171 +3%
TCBWMS
1843
Texas Capital Bank Wealth Management Services
Texas
$579K +$215K +2,020 +61%
&Partners
1844
&Partners
Tennessee
$579K +$213 +2 +0%
SIC
1845
Sigma Investment Counselors
Michigan
$578K +$181K +1,697 +47%
TPWA
1846
TRUE Private Wealth Advisors
Oregon
$577K -$8.85K -83 -2%
Mill Creek Capital Advisors
1847
Mill Creek Capital Advisors
Pennsylvania
$577K +$86.2K +809 +18%
CHA
1848
Carmichael Hill & Associates
Maryland
$577K +$85.3K +800 +18%
RHJA
1849
Rice Hall James & Associates
California
$576K -$10.7K -100 -2%
FPCP
1850
Fort Point Capital Partners
California
$576K -$99.1K -930 -15%