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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1951
Heritage Wealth Advisors
Virginia
$293K -$21.4K -100 -8%
CFFP
1952
Center for Financial Planning
Michigan
$292K
AMR
1953
Asset Management Resources
Massachusetts
$292K -$55.2K -258 -19%
GSC
1954
Grey Street Capital
Illinois
$291K +$2.57K +12 +1%
PCMM
1955
Piedmont Capital Management (Montana)
Montana
$291K
PA
1956
Perennial Advisors
New York
$290K
GBT
1957
Grove Bank & Trust
Florida
$290K +$138K +643 +137%
BCP
1958
Berkeley Capital Partners
Georgia
$290K +$238K +1,113 New
LF
1959
Lee Financial
Texas
$289K -$24K -112 -9%
CTI
1960
Community Trust & Investment
Kentucky
$288K -$46.2K -216 -16%
HI
1961
Hudock Inc
Pennsylvania
$288K
OAM
1962
Oxford Asset Management
United Kingdom
$287K +$236K +1,102 New
NJBEST
1963
New Jersey Better Educational Savings Trust
New Jersey
$287K
LWM
1964
LongView Wealth Management
Georgia
$287K +$272K +1,270 New
AC
1965
Annandale Capital
Texas
$286K +$1.28K +6 +0.5%
BWFA
1966
Baltimore-Washington Financial Advisors
Maryland
$285K +$7.49K +35 +3%
RWB
1967
RMR Wealth Builders
New Jersey
$285K +$234K +1,094 New
BW
1968
BIP Wealth
Georgia
$284K +$233K +1,089 New
CFSG
1969
Clark Financial Services Group
Missouri
$283K
FA
1970
Fountainhead AM
New Jersey
$283K +$232K +1,085 New
TW
1971
Traveka Wealth
California
$283K +$232K +1,085 New
NHT
1972
New Hampshire Trust
New Hampshire
$282K
AI
1973
Arrien Investments
Idaho
$282K -$95.6K -447 -29%
OHWP
1974
Oak Harbor Wealth Partners
North Carolina
$281K
CFC
1975
Coyle Financial Counsel
Illinois
$281K