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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1126
AUA Capital Management
Pennsylvania
$394K
JAG
1127
Journey Advisory Group
Kentucky
$394K
SC
1128
Saturna Capital
Washington
$394K
AGWCA
1129
Annis Gardner Whiting Capital Advisors
Florida
$392K +$7.99K +30 +2%
WA
1130
Westfuller Advisors
New York
$392K -$12.3K -46 -3%
SFC
1131
SYM Financial Corp
Indiana
$391K -$10.7K -40 -3%
HC
1132
Hamilton Capital
Ohio
$389K +$394K +1,480 New
LIM
1133
Loudon Investment Management
New Hampshire
$387K
VWM
1134
Venturi Wealth Management
Texas
$387K +$120K +450 +44%
BBA
1135
BLB&B Advisors
Pennsylvania
$386K -$48.7K -183 -11%
RIA
1136
Richwood Investment Advisors
Ohio
$386K +$83.4K +313 +31%
LFA
1137
Legacy Financial Advisors
Kentucky
$385K +$62.1K +233 +19%
ILI
1138
Invesco LLC (Illinois)
Illinois
$383K
SPF
1139
South Plains Financial
Texas
$383K +$8.26K +31 +2%
CPA
1140
Capital Planning Advisors
California
$380K +$2.66K +10 +0.7%
CWM
1141
Chesapeake Wealth Management
Virginia
$376K +$382K +1,434 New
TP
1142
TritonPoint Partners
Maryland
$376K +$381K +1,429 New
EFS
1143
Essex Financial Services
Connecticut
$375K -$25K -94 -6%
BB
1144
Bell Bank
North Dakota
$374K -$6.39K -24 -2%
MGIA
1145
Moneta Group Investment Advisors
Missouri
$373K -$186K -697 -33%
IP
1146
Isthmus Partners
Wisconsin
$371K +$377K +1,415 New
XF
1147
XML Financial
Maryland
$371K -$312K -1,171 -45%
CT
1148
Clearstead Trust
Maine
$370K +$92.4K +347 +33%
NFG
1149
Nations Financial Group
Iowa
$370K -$75.1K -282 -17%
PFSC
1150
Peoples Financial Services Corp
Pennsylvania
$369K -$21.3K -80 -5%