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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2201
Evermay Wealth Management
Virginia
$399K – – –
AIC
2202
Archer Investment Corporation
Indiana
$398K +$11.4K +104 +3%
FFA
2203
Fi3 Financial Advisors
Indiana
$398K +$10.2K +93 +3%
VAG
2204
VisionPoint Advisory Group
Texas
$397K +$11.6K +106 +3%
KWM
2205
KFG Wealth Management
Indiana
$397K +$15.4K +140 +4%
SAW
2206
Signal Advisors Wealth
Michigan
$396K +$381K +3,476 New
AF
2207
Affiance Financial
Minnesota
$395K – – –
FBT
2208
First Bank & Trust
South Dakota
$395K +$110 +1 +0%
HWA
2209
HHM Wealth Advisors
Tennessee
$394K – – –
PHWM
2210
Pine Harbor Wealth Management
Maryland
$394K +$1.75K +16 +0.5%
PSP
2211
Pacific Sage Partners
Washington
$393K – – –
FPFS
2212
First Personal Financial Services
North Carolina
$392K -$20.7K -189 -5%
PBK
2213
Peoples Bank (Kansas)
Kansas
$392K -$3.84K -35 -1%
MSR
2214
Main Street Research
Connecticut
$392K +$7.9K +72 +2%
CSA
2215
Cottage Street Advisors
Massachusetts
$391K +$3.29K +30 +0.9%
SCM
2216
Sage Capital Management
New Jersey
$391K +$658 +6 +0.2%
AIP
2217
Almanack Investment Partners
Pennsylvania
$391K +$54.3K +495 +17%
WMA
2218
Wealth Management Associates
New Jersey
$391K +$17.9K +163 +5%
PIMG
2219
Patriot Investment Management Group
Tennessee
$391K -$10.6K -97 -3%
BCM
2220
Birch Capital Management
Texas
$390K – – –
WC
2221
Wynn Capital
Georgia
$390K -$548 -5 -0.1%
HI
2222
Hudock Inc
Pennsylvania
$389K +$17.3K +158 +5%
VC
2223
Veracity Capital
Georgia
$388K -$11.3K -103 -3%
SFM
2224
Systematic Financial Management
New Jersey
$388K – – –
CFS
2225
Commonwealth Financial Services
West Virginia
$387K +$8.01K +73 +2%