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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
3001
D'Orazio & Associates
Virginia
$1.18M +$63.2K +380 +6%
SFG
3002
Summit Financial Group
West Virginia
$1.18M +$146K +880 +15%
HIS
3003
Harvest Investment Services
Illinois
$1.18M +$63.2K +380 +6%
D
3004
Diversified
Delaware
$1.18M +$249K +1,500 +28%
CFSG
3005
Community Financial Services Group
Vermont
$1.18M +$748K +4,500 +192%
PIFP
3006
Partners in Financial Planning
Virginia
$1.17M +$1.13M +6,820 New
NC
3007
NovaPoint Capital
Georgia
$1.17M +$13.3K +80 +1%
GSC
3008
G&S Capital
Colorado
$1.17M +$150K +900 +15%
ASFA
3009
All Season Financial Advisors
Colorado
$1.16M +$1.12M +6,760 New
DMC
3010
Drexel Morgan & Co
Pennsylvania
$1.16M -$1.14M -6,880 -51%
TSW
3011
Thompson Siegel & Walmsley
Virginia
$1.16M -$1.06M -6,360 -49%
LFA
3012
Legend Financial Advisors
Pennsylvania
$1.15M +$1.11M +6,700 New
PWA
3013
Providence Wealth Advisors
Illinois
$1.15M -$3.32K -20 -0.3%
NQWM
3014
Northwest Quadrant Wealth Management
Oregon
$1.15M -$63.2K -380 -5%
ST
3015
Sabal Trust
Florida
$1.14M
CA
3016
CGN Advisors
Kansas
$1.14M +$63.2K +380 +6%
KCM
3017
Kanawha Capital Management
Virginia
$1.14M +$66.5K +400 +6%
CC
3018
Copperleaf Capital
North Carolina
$1.13M -$43.2K -260 -4%
BC
3019
Bridgefront Capital
Texas
$1.13M +$721K +4,340 +194%
EFL
3020
ERn Financial LLC
Wisconsin
$1.13M +$29.9K +180 +3%
Cohen & Steers
3021
Cohen & Steers
New York
$1.13M
CAL
3022
Capital Advisors Ltd
Ohio
$1.13M +$332K +2,000 +44%
PFA
3023
Pettinga Financial Advisors
Indiana
$1.12M +$216K +1,300 +25%
DPI
3024
Diversified Portfolios Inc
Michigan
$1.12M +$86.4K +520 +9%
JWA
3025
JFS Wealth Advisors
Pennsylvania
$1.12M +$156K +940 +17%