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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2051
Affinity Capital Advisors
California
$225K – – –
FG
2052
Foster Group
Iowa
$225K +$7.82K +148 +4%
KFGK
2053
Keystone Financial Group (Kentucky)
Kentucky
$225K +$13.5K +256 +7%
HG
2054
Harbor Group
New Hampshire
$224K -$10.5K -198 -5%
HCM
2055
Hillman Capital Management
Maryland
$224K -$4.33K -82 -2%
VCG
2056
Vantage Consulting Group
Virginia
$224K +$55.5K +1,050 +34%
AWA
2057
Acorn Wealth Advisors
Michigan
$223K -$32.8K -621 -13%
BWM
2058
BT Wealth Management
Georgia
$223K – – –
CG
2059
Clarus Group
Texas
$223K – – –
AFS
2060
Axiom Financial Strategies
Indiana
$221K +$215K +4,076 New
WCM
2061
WealthBridge Capital Management
Ohio
$221K +$216K +4,088 New
SBF
2062
Sara-Bay Financial
Florida
$220K -$7.08K -134 -3%
CWM
2063
Connecticut Wealth Management
Connecticut
$220K +$740 +14 +0.3%
DS
2064
DRW Securities
Illinois
$220K +$215K +4,063 New
IHL
2065
Investment House LLC
California
$219K -$11.2K -212 -5%
WF
2066
WoodTrust Financial
Wisconsin
$219K – – –
GHAM
2067
Gilman Hill Asset Management
Connecticut
$219K +$214K +4,043 New
AC
2068
Alley Company
Illinois
$218K – – –
CCB
2069
Cutter & Co Brokerage
Missouri
$217K -$18.2K -344 -8%
SPI
2070
Santori & Peters Inc
Pennsylvania
$217K – – –
CI
2071
Cordant Inc
Oregon
$217K +$9.83K +186 +5%
EWP
2072
Engrave Wealth Partners
Texas
$217K +$212K +4,019 New
JFS
2073
JD Financial Services
Pennsylvania
$216K -$7.92K -150 -4%
LD
2074
Lipe & Dalton
New York
$216K +$7.92K +150 +4%
EM
2075
Excalibur Management
Massachusetts
$215K -$10.6K -200 -5%