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Name Holding Trade Value Shares
Change
Change in
Stake
OF
2101
Outfitter Financial
Maine
$712K -$207K -805 -25%
FSA
2102
Financial Security Advisor
Virginia
$712K +$21.4K +83 +4%
COCM
2103
Charter Oak Capital Management
New Hampshire
$712K +$60.5K +235 +11%
FWA
2104
Flagship Wealth Advisors
Massachusetts
$711K +$39.9K +155 +7%
FA
2105
Financial Advisors
Massachusetts
$710K – – –
HG
2106
Herbst Group
Connecticut
$708K +$619K +2,403 New
FFWM
2107
Future Financial Wealth Management
Ohio
$708K +$515 +2 +0.1%
Aristotle Atlantic Partners
2108
Aristotle Atlantic Partners
Florida
$707K – – –
MJRIC
2109
Mogy Joel R Investment Counsel
California
$707K – – –
VCP
2110
Vista Capital Partners
Oregon
$707K +$135K +523 +28%
BWS
2111
Broadway Wealth Solutions
Texas
$707K +$62.3K +242 +11%
CFO
2112
CVA Family Office
Colorado
$706K -$86K -334 -12%
SCM
2113
SOL Capital Management
Maryland
$706K – – –
DWM
2114
Drive Wealth Management
Utah
$705K +$85K +330 +16%
FHC
2115
First Heartland Consultants
Missouri
$704K +$59.3K +230 +11%
BA
2116
Bristlecone Advisors
Washington
$704K +$18.8K +73 +3%
First Financial Bankshares
2117
First Financial Bankshares
Texas
$703K +$319K +1,240 +108%
SC
2118
Sawyer & Company
Massachusetts
$703K -$75.2K -292 -10%
RWM
2119
Rench Wealth Management
Texas
$701K +$258 +1 +0%
AFAS
2120
Acorn Financial Advisory Services
Virginia
$700K -$14.7K -57 -2%
RA
2121
Rational Advisors
New York
$699K -$100K -390 -14%
WB
2122
West Bancorporation
Iowa
$697K – – –
Migdal Insurance & Financial Holdings
2123
Migdal Insurance & Financial Holdings
Israel
$695K +$52.3K +203 +9%
IA
2124
Integrity Alliance
Iowa
$693K -$743K -2,882 -55%
III
2125
Independent Investors Inc
New York
$693K – – –