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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1701
McKinley Carter Wealth Services
West Virginia
$441K +$3.58K +15 +0.9%
BP
1702
BBR Partners
New York
$440K +$716 +3 +0.2%
KWA
1703
KCS Wealth Advisory
California
$439K +$87.3K +366 +26%
WA
1704
WBH Advisory
Maryland
$438K -$3.34K -14 -0.8%
BL
1705
Balentine LLC
Georgia
$438K +$62K +260 +17%
HWA
1706
HHM Wealth Advisors
Tennessee
$437K
TAM
1707
Trillium Asset Management
Massachusetts
$435K
FA
1708
Financial Advisors
Massachusetts
$434K -$11.9K -50 -3%
XF
1709
XML Financial
Maryland
$433K +$20K +84 +5%
CWA
1710
Clearview Wealth Advisors
Oregon
$433K +$51.3K +215 +14%
THWM
1711
Taylor Hoffman Wealth Management
Virginia
$432K -$16.5K -69 -4%
BWM
1712
Baystate Wealth Management
Massachusetts
$432K -$5.49K -23 -1%
EA
1713
Emerald Advisors
Washington
$431K +$7.16K +30 +2%
HCP
1714
Hexagon Capital Partners
Arkansas
$430K -$1.91K -8 -0.5%
NRS
1715
Neville Rodie & Shaw
New York
$430K
CC
1716
Capital Counsel
New York
$429K
EP
1717
Eudaimonia Partners
Tennessee
$427K -$11.9K -50 -3%
BWA
1718
BDO Wealth Advisors
Florida
$427K +$102K +429 +33%
BA
1719
Ballast Advisors
Minnesota
$426K
BL
1720
BCWM LLC
Kansas
$426K
FAM
1721
Fenimore Asset Management
New York
$425K
ATC
1722
Adirondack Trust Company
New York
$425K +$107K +450 +36%
PFA
1723
Pure Financial Advisors
California
$424K +$56.5K +237 +16%
ACM
1724
Ategra Capital Management
Virginia
$423K
MPPW
1725
Mitchell & Pahl Private Wealth
Oklahoma
$423K +$50.6K +212 +14%