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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2126
Glassman Wealth Services
Virginia
$705K +$52.1K +315 +7%
PWAG
2127
Polaris Wealth Advisory Group
California
$704K -$122K -737 -13%
FAG
2128
Financial Advisory Group
Texas
$703K -$47.4K -287 -6%
PP
2129
PDS Planning
Ohio
$701K +$44.8K +271 +6%
SNB
2130
Security National Bank
Nebraska
$699K -$318K -1,926 -29%
HWM
2131
Heirloom Wealth Management
Colorado
$697K -$120K -723 -14%
EBSAM
2132
Eubel Brady & Suttman Asset Management
Ohio
$697K +$331 +2 +0%
MA
2133
MKT Advisors
California
$697K +$23.6K +143 +3%
TIA
2134
Traphagen Investment Advisors
New Jersey
$696K +$179K +1,080 +29%
FAT
2135
First American Trust
California
$695K -$41.3K -250 -5%
HFAS
2136
Hummer Financial Advisory Services
Illinois
$695K – – –
JHP
2137
James Hambro & Partners
United Kingdom
$695K – – –
VC
2138
Veracity Capital
Georgia
$695K +$1.82K +11 +0.2%
HBW
2139
Hazlett, Burt & Watson
West Virginia
$694K +$10.1K +61 +1%
OCG
2140
Opus Capital Group
Ohio
$693K -$2.98K -18 -0.4%
GRQ
2141
Gardner Russo & Quinn
Pennsylvania
$693K +$1.82K +11 +0.2%
EIG
2142
Ellenbecker Investment Group
Wisconsin
$692K +$3.47K +21 +0.4%
CCM
2143
Carderock Capital Management
Maryland
$691K – – –
RPWA
2144
Regent Peak Wealth Advisors
Georgia
$691K +$26K +157 +3%
GG
2145
Greenwood Gearhart
Arkansas
$690K +$8.6K +52 +1%
HPWM
2146
Highland Private Wealth Management
Washington
$690K +$12.2K +74 +2%
NAS
2147
Nicolet Advisory Services
Wisconsin
$689K -$624K -3,774 -44%
GAM
2148
Gemmer Asset Management
California
$689K +$19.3K +117 +3%
KCPG
2149
Kavar Capital Partners Group
Kansas
$689K +$34.1K +206 +5%
HDIM
2150
Hanson & Doremus Investment Management
Vermont
$687K – – –
84 85
86
87 88