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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
2451
All Terrain Financial Advisors
Minnesota
$448K – – –
RPWA
2452
Regent Peak Wealth Advisors
Georgia
$448K +$685 +12 +0.2%
BC
2453
Barrett & Company
Rhode Island
$447K +$10.9K +190 +3%
BWM
2454
BankPlus Wealth Management
Mississippi
$446K +$431K +7,541 New
NCM
2455
Northwest Capital Management
Oregon
$446K +$57 +1 +0%
PAS
2456
Professional Advisory Services
Florida
$446K – – –
RA
2457
Ruggaard & Associates
Ohio
$446K – – –
KIC
2458
Kensington Investment Counsel
California
$444K -$61K -1,068 -12%
VCM
2459
Virtue Capital Management
Tennessee
$444K -$24.8K -434 -5%
HWMC
2460
Heritage Wealth Management (California)
California
$444K +$571 +10 +0.1%
HCA
2461
Horan Capital Advisors
Ohio
$444K -$22.8K -400 -5%
RPCONE
2462
Retirement Planning Company of New England
Rhode Island
$441K +$1.94K +34 +0.5%
KA
2463
Kozak & Associates
Colorado
$440K -$13.8K -241 -3%
ML
2464
Mayport LLC
Massachusetts
$440K -$19.6K -343 -4%
CB
2465
Centennial Bank
Arkansas
$439K -$19.7K -345 -4%
MGWM
2466
Marks Group Wealth Management
Minnesota
$437K -$9.77K -171 -2%
RCWM
2467
Royal Capital Wealth Management
Indiana
$437K – – –
SDWIA
2468
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$436K +$14.5K +254 +4%
JGIA
2469
Jackson Grant Investment Advisers
Connecticut
$436K +$2.17K +38 +0.5%
VFA
2470
Voya Financial Advisors
Connecticut
$434K -$30.9K -541 -7%
AWM
2471
Ariadne Wealth Management
California
$432K +$24.3K +426 +7%
RFW
2472
Rainier Family Wealth
Washington
$432K +$417K +7,298 New
POIA
2473
Pin Oak Investment Advisors
Texas
$432K – – –
HA
2474
Harfst & Associates
Wyoming
$432K -$226K -3,951 -35%
HAS
2475
HBW Advisory Services
California
$431K -$13K -227 -3%