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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1726
Bogart Wealth LLC
Virginia
$832K +$61.9K +282 +7%
FC
1727
Fayerweather Charles
$823K -$58.2K -265 -6%
CIC
1728
Cornercap Investment Counsel
Georgia
$822K -$32.9K -150 -3%
BFG
1729
Beacon Financial Group
Texas
$820K -$153K -697 -14%
ANBT
1730
American National Bank & Trust
Texas
$819K +$88.9K +405 +10%
FHC
1731
First Heartland Consultants
Missouri
$814K -$73.1K -333 -7%
CCG
1732
Chatham Capital Group
Georgia
$814K +$38K +173 +4%
AIFAIM
1733
American Institute for Advanced Investment Management
Arizona
$812K – – –
JFA
1734
Johanson Financial Advisors
California
$811K +$26.3K +120 +3%
JIP
1735
Jaffetilchin Investment Partners
Florida
$808K +$19.3K +88 +2%
CAM
1736
Covenant Asset Management
New Jersey
$798K +$117K +535 +14%
DWM
1737
Dorchester Wealth Management
Quebec, Canada
$796K +$316K +1,439 +51%
SFA
1738
Souders Financial Advisors
Ohio
$795K +$934K +4,255 New
LWM
1739
Loveless Wealth Management
Montana
$793K – – –
TWI
1740
Thomas White International
Illinois
$791K -$43.9K -200 -5%
NB
1741
Nicolet Bankshares
Wisconsin
$790K +$57.1K +260 +7%
MFG
1742
MidWestOne Financial Group
Iowa
$789K +$1.76K +8 +0.2%
PA
1743
Perennial Advisors
New York
$789K +$478K +2,176 +106%
SW
1744
StrongBox Wealth
Missouri
$786K +$925K +4,212 New
VSWA
1745
Vontobel Swiss Wealth Advisors
Switzerland
$785K -$823K -3,748 -47%
LWPC
1746
Legacy Wealth Partners (California)
California
$780K +$878 +4 +0.1%
NFG
1747
Nations Financial Group
Iowa
$774K -$7.24K -33 -0.8%
RFM
1748
Royal Fund Management
Florida
$773K -$60.4K -275 -6%
BWP
1749
Bernardo Wealth Planning
Pennsylvania
$771K -$10.5K -48 -1%
HCM
1750
Hollencrest Capital Management
California
$770K -$93.1K -424 -9%
68 69
70
71 72