Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2051
Seneca Financial Advisors
New York
$438K – – –
FBT
2052
First Bankers Trust
Kentucky
$436K – – –
SFG
2053
Sunburst Financial Group
Alabama
$436K – – –
PGF
2054
Plan Group Financial
Oklahoma
$436K +$60.6K +214 +16%
CF
2055
Convergence Financial
Missouri
$436K +$78.5K +277 +22%
CAC
2056
Certified Advisory Corp
Florida
$435K +$34K +120 +8%
VPP
2057
Vertex Planning Partners
Illinois
$434K -$1.98K -7 -0.4%
VCAM
2058
Van Cleef Asset Management
Ohio
$431K -$28.3K -100 -6%
OBWG
2059
Onyx Bridge Wealth Group
New York
$429K +$30.6K +108 +8%
HS
2060
Horan Securities
United States
$429K +$44.8K +158 +11%
VCM
2061
Versant Capital Management
Arizona
$429K -$79.6K -281 -15%
SMWM
2062
Silvia McColl Wealth Management
California
$428K -$2.55K -9 -0.6%
NFG
2063
Nadler Financial Group
Illinois
$428K +$17.3K +61 +4%
SFS
2064
Security Financial Services
Indiana
$428K +$82.2K +290 +23%
ACA
2065
Aspire Capital Advisors
Washington
$427K -$14.2K -50 -3%
WA
2066
Wealth Architects
California
$427K -$25.5K -90 -6%
WCM
2067
Windsor Capital Management
Arizona
$427K +$43.6K +154 +11%
RT
2068
Rockland Trust
Massachusetts
$426K -$259K -916 -38%
RC
2069
Rovin Capital
Arizona
$426K -$113K -399 -21%
RP
2070
Rice Partnership
Hawaii
$426K +$110K +387 +34%
CA
2071
Calton & Associates
Florida
$425K -$43.6K -154 -9%
VWM
2072
Vigilare Wealth Management
Arizona
$422K – – –
CFA
2073
CWS Financial Advisors
Michigan
$421K – – –
PIA
2074
Petredis Investment Advisors
Pennsylvania
$420K – – –
NG
2075
Northstar Group
New York
$419K – – –