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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1926
United Asset Strategies
New York
$434K +$17.2K +99 +4%
WP
1927
WealthShield Partners
North Carolina
$433K +$19.6K +113 +5%
ACM
1928
Armbruster Capital Management
New York
$432K +$9.73K +56 +2%
WF
1929
Wayfinding Financial
Washington
$431K -$1.74K -10 -0.4%
TAM
1930
Trillium Asset Management
Massachusetts
$431K -$695 -4 -0.2%
NPP
1931
New Potomac Partners
Maryland
$430K – – –
EFG
1932
Ethos Financial Group
Pennsylvania
$429K +$36.7K +211 +9%
CWC
1933
Carolinas Wealth Consulting
North Carolina
$428K -$237K -1,364 -36%
BIG
1934
Builder Investment Group
Georgia
$428K – – –
TW
1935
TritonPoint Wealth
Maryland
$427K +$22.4K +129 +6%
DSN
1936
D. Scott Neal
Kentucky
$427K -$869 -5 -0.2%
BIA
1937
Bigelow Investment Advisors
Maine
$426K -$6.43K -37 -1%
CT
1938
Coastline Trust
Rhode Island
$426K – – –
PSCM
1939
Per Stirling Capital Management
Texas
$426K -$8.34K -48 -2%
HFP
1940
Holistic Financial Partners
Indiana
$425K +$2.08K +12 +0.5%
TCM
1941
Twin Capital Management
Pennsylvania
$425K – – –
MCM
1942
Magnolia Capital Management
New York
$425K -$31.3K -180 -7%
MHIC
1943
Marble Harbor Investment Counsel
Massachusetts
$423K -$30.4K -175 -7%
SC
1944
Sinecera Capital
Texas
$422K -$521 -3 -0.1%
BFA
1945
Brendel Financial Advisors
New Hampshire
$422K +$424K +2,438 New
Capstone Investment Advisors
1946
Capstone Investment Advisors
New York
$420K +$406K +2,335 +2,484%
AFAS
1947
Acorn Financial Advisory Services
Virginia
$419K +$1.04K +6 +0.2%
BCMLT
1948
Beacon Capital Management LLC (Tennessee)
Tennessee
$419K +$1.74K +10 +0.4%
FWA
1949
FSM Wealth Advisors
Ohio
$418K -$3.65K -21 -0.9%
VFA
1950
Voya Financial Advisors
Connecticut
$418K -$3.65K -21 -0.9%