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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2101
Humankind Investments
New York
$472K -$28.5K -249 -6%
OPTFSNA
2102
Old Point Trust & Financial Services N A
Virginia
$472K
PBF
2103
Petix & Botte Financial
California
$472K -$476K -4,155 -50%
EGA
2104
Eagle Global Advisors
Texas
$471K +$29.6K +258 +7%
DWM
2105
Dechtman Wealth Management
Colorado
$471K +$2.29K +20 +0.5%
SFS
2106
Security Financial Services
Indiana
$470K +$2.29K +20 +0.5%
BIC
2107
Beach Investment Counsel
Pennsylvania
$470K
SWM
2108
Salvus Wealth Management
New Jersey
$470K +$68.9K +601 +17%
AIFAIM
2109
American Institute for Advanced Investment Management
Arizona
$470K +$24.6K +215 +5%
CAGAS
2110
Capital Advisory Group Advisory Services
Minnesota
$469K -$13.3K -116 -3%
EAM
2111
Evanson Asset Management
California
$469K
CL
2112
COWA LLC
Oklahoma
$468K -$22.9K -200 -5%
BCCM
2113
Bridge Creek Capital Management
Massachusetts
$467K -$2.87K -25 -0.6%
ML
2114
Mayport LLC
Massachusetts
$466K
FA
2115
Financial Advisors
Massachusetts
$466K
AA
2116
Addison Advisors
Vermont
$465K +$31.3K +273 +7%
MLA
2117
My Legacy Advisors
Oregon
$465K -$459 -4 -0.1%
FFA
2118
Founders Financial Alliance
North Carolina
$465K +$62.4K +544 +15%
OA
2119
Operose Advisors
Wisconsin
$462K +$421K +3,670 +920%
SGK
2120
Steigerwald Gordon & Koch
Virginia
$462K -$1.95K -17 -0.4%
CHA
2121
Carmichael Hill & Associates
Maryland
$461K +$115 +1 +0%
PFP
2122
Paragon Financial Partners
California
$460K
GCA
2123
Greenwood Capital Associates
South Carolina
$458K -$12.7K -111 -3%
GC
2124
GFG Capital
Florida
$458K +$136K +1,187 +42%
OPOWM
2125
One Plus One Wealth Management
Florida
$457K