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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
2101
Hummer Financial Advisory Services
Illinois
$353K -$10.6K -61 -3%
KPWG
2102
KFA Private Wealth Group
Virginia
$353K +$52.6K +303 +17%
SAI
2103
Systematic Alpha Investments
New Jersey
$353K – – –
LAM
2104
Lifestyle Asset Management
Texas
$352K -$18.6K -107 -5%
FDCP
2105
Foster Dykema Cabot & Partners
Massachusetts
$352K – – –
MIG
2106
McGuire Investment Group
Rhode Island
$352K – – –
BFG
2107
Beacon Financial Group
Texas
$352K +$23.3K +134 +7%
CPWA
2108
Cerro Pacific Wealth Advisors
California
$352K +$354K +2,035 New
TWP
2109
Tower Wealth Partners
Pennsylvania
$351K -$1.74K -10 -0.5%
AWM
2110
Ariadne Wealth Management
California
$351K +$353K +2,031 New
VAF
2111
Values Added Financial
District of Columbia
$351K +$18.2K +105 +5%
VCP
2112
Vista Capital Partners
Oregon
$351K +$348 +2 +0.1%
USB
2113
Union Savings Bank
Connecticut
$349K – – –
HI
2114
Humankind Investments
New York
$348K -$22.9K -132 -6%
NFG
2115
Nadler Financial Group
Illinois
$348K -$16.5K -95 -5%
PWS
2116
Private Wealth Strategies
Ohio
$348K +$3.3K +19 +1%
HP
2117
Hyperion Partners
Pennsylvania
$348K +$1.56K +9 +0.4%
PA
2118
PSI Advisors
Florida
$348K +$348 +2 +0.1%
PWM
2119
Paulson Wealth Management
Illinois
$347K -$9.9K -57 -3%
CWA
2120
Carolina Wealth Advisors
South Carolina
$347K +$60.5K +348 +21%
EA
2121
Ergawealth Advisors
Illinois
$347K -$7.99K -46 -2%
EIG
2122
Ellenbecker Investment Group
Wisconsin
$346K -$11.3K -65 -3%
IA
2123
Inspire Advisors
Idaho
$346K -$10.4K -60 -3%
WTB
2124
Washington Trust Bank
Washington
$346K -$284K -1,634 -45%
MWM
2125
Merriman Wealth Management
Washington
$344K +$40.1K +231 +13%