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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1676
GoalVest Advisory
New York
$903K -$125K -2,822 -11%
WEG
1677
World Equity Group
Illinois
$903K +$67.3K +1,517 +7%
AIM
1678
Aspen Investment Management
Michigan
$902K -$44.4K -1,000 -4%
NW
1679
Naviter Wealth
Arkansas
$900K +$103K +2,325 +12%
CNC
1680
Citizens & Northern Corp
Pennsylvania
$896K +$1.95K +44 +0.2%
BCMO
1681
Buckingham Capital Management (Ohio)
Ohio
$894K +$76.8K +1,730 +8%
CFFP
1682
Center for Financial Planning
Michigan
$893K +$3.19K +72 +0.3%
CIAS
1683
Capital Investment Advisory Services
North Carolina
$890K -$395K -8,899 -29%
CPA
1684
Capital Planning Advisors
California
$888K +$98.6K +2,223 +11%
CHJWM
1685
Carlton Hofferkamp & Jenks Wealth Management
Texas
$883K +$13.4K +301 +1%
SAM
1686
Sabadell Asset Management
Spain
$882K -$994K -22,403 -52%
KFC
1687
Klingenstein Fields & Co
New York
$882K -$8.87K -200 -0.9%
MLFP
1688
MPS Loria Financial Planners
Illinois
$881K +$16.9K +381 +2%
MCP
1689
Mirador Capital Partners
California
$878K -$1.06K -24 -0.1%
GAA
1690
Green Alpha Advisors
Colorado
$877K +$5.37K +121 +0.6%
FCCM
1691
First City Capital Management
Georgia
$875K -$18.9K -425 -2%
ETH
1692
Exos TFP Holdings
New York
$871K +$966K +21,763 New
KFA
1693
Kelleher Financial Advisors
New York
$868K -$33K -743 -3%
V
1694
VeraBank
Texas
$866K -$9.72K -219 -1%
CWP
1695
Concord Wealth Partners
Virginia
$865K -$29.3K -661 -3%
RG
1696
Renaissance Group
Kentucky
$865K +$11K +248 +1%
GWS
1697
Glassman Wealth Services
Virginia
$861K +$4.66K +105 +0.5%
ACM
1698
Argent Capital Management
Missouri
$860K – – –
AL
1699
Aspiriant LLC
California
$860K +$91.7K +2,067 +11%
PIM
1700
Platinum Investment Management
Australia
$857K -$13K -292 -1%
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