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Name Holding Trade Value Shares
Change
Change in
Stake
HFW
1326
Horizon Family Wealth
Illinois
$225K
VF
1327
Vawter Financial
Ohio
$224K
FTWA
1328
Fifth Third Wealth Advisors
Ohio
$224K +$211K +219 New
NPF
1329
Norris Perne & French
Michigan
$223K
TFF
1330
The Family Firm
Maryland
$223K
MSFS
1331
Main Street Financial Solutions
Pennsylvania
$222K +$11.5K +12 +6%
CFS
1332
Commonwealth Financial Services
West Virginia
$222K +$198K +206 New
SS
1333
Sunbelt Securities
Texas
$222K
MAG
1334
MRA Advisory Group
New Jersey
$221K -$340K -354 -62%
ICM
1335
IMS Capital Management
Oregon
$220K +$229K +238 New
SFCL
1336
Strengthening Families & Communities LLC
Massachusetts
$220K +$20.2K +21 +11%
MA
1337
MONECO Advisors
Connecticut
$220K +$207K +215 New
DIA
1338
Dana Investment Advisors
Wisconsin
$220K -$63.4K -66 -23%
GWM
1339
GDS Wealth Management
Texas
$220K +$207K +215 New
BFA
1340
Beaumont Financial Advisors
Massachusetts
$219K
MC
1341
Matisse Capital
Oregon
$219K +$206K +214 New
GLA
1342
Good Life Advisors
Pennsylvania
$218K -$197K -205 -49%
ERIC
1343
Eagle Rock Investment Company
Georgia
$218K
HL
1344
HeadInvest LLC
Maine
$218K +$205K +213 New
QWP
1345
Quotient Wealth Partners
Texas
$217K -$34.6K -36 -15%
SBWIC
1346
Schaper Benz & Wise Investment Counsel
Wisconsin
$217K -$24K -25 -11%
CAM
1347
CenterStar Asset Management
Illinois
$216K +$203K +211 New
LF
1348
Lantz Financial
Illinois
$216K +$203K +211 New
NCG
1349
Newport Capital Group
New Jersey
$216K +$203K +211 New
IIC
1350
Ironwood Investment Counsel
Arizona
$215K