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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
2101
Hummer Financial Advisory Services
Illinois
$782K +$53.1K +370 +8%
FNBSF
2102
First National Bank Sioux Falls
South Dakota
$781K +$3.01K +21 +0.4%
AP
2103
Atwood & Palmer
Missouri
$780K – – –
TA
2104
Tectonic Advisors
Texas
$780K +$14.9K +104 +2%
VC
2105
Veracity Capital
Georgia
$780K +$90.2K +629 +15%
PFA
2106
Pure Financial Advisors
California
$780K +$107K +744 +18%
CCM
2107
Carderock Capital Management
Maryland
$778K -$93.9K -655 -12%
GRQ
2108
Gardner Russo & Quinn
Pennsylvania
$778K +$1.58K +11 +0.2%
AWM
2109
Act Wealth Management
Texas
$778K +$20.1K +140 +3%
MA
2110
MONECO Advisors
Connecticut
$777K +$21.2K +148 +3%
PIA
2111
Perennial Investment Advisors
California
$777K +$46.9K +327 +7%
GWAM
2112
Guardian Wealth Advisors (Minnesota)
Minnesota
$775K -$27K -188 -4%
EIG
2113
Ellenbecker Investment Group
Wisconsin
$775K -$6.74K -47 -1%
FC
2114
Forte Capital
New York
$775K – – –
TFA
2115
Triad Financial Advisors
North Carolina
$774K -$67.1K -468 -9%
IA
2116
IAM Advisory
Pennsylvania
$774K +$574 +4 +0.1%
CA
2117
Carson Advisory
Georgia
$773K -$94.2K -657 -12%
HDIM
2118
Hanson & Doremus Investment Management
Vermont
$772K – – –
HBW
2119
Hazlett, Burt & Watson
West Virginia
$771K +$680K +4,739 New
GG
2120
Greenwood Gearhart
Arkansas
$768K -$15.5K -108 -2%
TWM
2121
Thrive Wealth Management
Pennsylvania
$767K -$12.3K -86 -2%
SAM
2122
Security Asset Management
New York
$766K – – –
WP
2123
WealthShield Partners
North Carolina
$765K -$60.1K -419 -8%
DI
2124
DFPG Investments
Utah
$764K -$29.8K -208 -5%
RCG
2125
Regatta Capital Group
California
$764K -$717 -5 -0.1%