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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
2076
Verity & Verity
South Carolina
$318K – – –
FMW
2077
Farr Miller & Washington
District of Columbia
$318K +$65.6K +300 +28%
SIM
2078
Stratos Investment Management
Ohio
$317K +$299K +1,366 New
CWM
2079
Cranbrook Wealth Management
Michigan
$316K +$219 +1 +0.1%
AF
2080
AtlasMark Financial
Texas
$313K +$295K +1,350 New
SCM
2081
Stonehearth Capital Management
Massachusetts
$313K – – –
FRA
2082
Front Row Advisors
California
$311K -$6.56K -30 -2%
MA
2083
MONECO Advisors
Connecticut
$311K +$293K +1,342 New
SCP
2084
Seizert Capital Partners
Michigan
$310K -$71K -325 -20%
FFWA
2085
FRG Family Wealth Advisors
Washington
$310K – – –
CCA
2086
Conservest Capital Advisors
Pennsylvania
$309K -$37.2K -170 -11%
IWA
2087
Inspirion Wealth Advisors
Illinois
$309K -$33.4K -153 -10%
LP
2088
LGL Partners
Pennsylvania
$309K – – –
HFP
2089
Holistic Financial Partners
Indiana
$308K -$193K -883 -40%
MLFP
2090
MPS Loria Financial Planners
Illinois
$307K -$42.4K -194 -13%
AA
2091
Advisory Alpha
Michigan
$305K +$9.18K +42 +3%
MKC
2092
M. Kraus & Co
Vermont
$305K +$287K +1,314 New
TCM
2093
Towercrest Capital Management
Pennsylvania
$303K -$87.2K -399 -23%
CAN
2094
Claraphi Advisory Network
United States
$302K -$188K -861 -40%
WA
2095
Wealth Architects
California
$301K -$17.9K -82 -6%
V
2096
VeraBank
Texas
$301K +$12.5K +57 +5%
ACP
2097
Aveo Capital Partners
Colorado
$300K -$1.53K -7 -0.5%
MCG
2098
MACRO Consulting Group
New Jersey
$299K +$282K +1,291 New
FPFS
2099
First Personal Financial Services
North Carolina
$298K -$844K -3,859 -75%
CASB
2100
Cape Ann Savings Bank
Massachusetts
$298K – – –
82 83
84
85 86