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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2101
Fortis Advisors
Pennsylvania
$293K -$836 -17 -0.3%
EWG
2102
Executive Wealth Group
Washington
$291K +$738 +15 +0.3%
PA
2103
Parkside Advisors
California
$289K – – –
LC
2104
Lincoln Capital
Nebraska
$288K -$12.3K -250 -4%
SAM
2105
Summit Asset Management
Tennessee
$288K – – –
LWIC
2106
Leith Wheeler Investment Counsel
British Columbia, Canada
$288K +$275K +5,597 New
NFG
2107
NewFocus Financial Group
Washington
$287K +$11.2K +228 +4%
ACM
2108
Academy Capital Management
Texas
$286K – – –
CTA
2109
Colonial Trust Advisors
South Carolina
$285K – – –
PWAC
2110
Private Wealth Advisors (California)
California
$285K +$12.3K +250 +5%
VFP
2111
Verus Financial Partners
Virginia
$280K +$267K +5,428 New
CAAS
2112
Capital Asset Advisory Services
Michigan
$279K – – –
SB
2113
Strategic Blueprint
Georgia
$279K – – –
CCM
2114
Colorado Capital Management
Colorado
$275K – – –
HIC
2115
Hartline Investment Corp
Illinois
$275K – – –
TW
2116
Towerpoint Wealth
California
$275K – – –
CWM
2117
Campbell Wealth Management
Virginia
$275K +$49 +1 +0%
AACR
2118
ACR Alpine Capital Research
Missouri
$275K +$295 +6 +0.1%
KA
2119
Klingman & Associates
New York
$275K +$1.33K +27 +0.5%
GWM
2120
GSB Wealth Management
Connecticut
$273K +$1.77K +36 +0.7%
PHS
2121
Pekin Hardy Strauss
Illinois
$272K – – –
MLFP
2122
MPS Loria Financial Planners
Illinois
$272K +$934 +19 +0.4%
ACM
2123
AUA Capital Management
Pennsylvania
$271K – – –
PV
2124
Private Vista
Illinois
$271K – – –
SPL
2125
Smart Portfolios LLC
Washington
$271K – – –