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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1501
AFT Forsyth & Company
Florida
$570K -$45.6K -975 -7%
LFA
1502
Legacy Financial Advisors
Kentucky
$570K +$12.1K +258 +2%
GCP
1503
GSA Capital Partners
United Kingdom
$565K +$333K +7,113 +144%
CFS
1504
CRA Financial Services
New Jersey
$558K
PWPS
1505
Pinnacle Wealth Planning Services
Ohio
$554K -$167K -3,576 -23%
IPW
1506
Inlet Private Wealth
Florida
$554K +$73.2K +1,566 +15%
FCB
1507
First Command Bank
Texas
$551K +$1.17K +25 +0.2%
FCFS
1508
First Command Financial Services
Texas
$551K +$1.17K +25 +0.2%
CT
1509
Coastline Trust
Rhode Island
$550K -$9.35K -200 -2%
FFS
1510
Founders Financial Securities
Maryland
$550K +$73.9K +1,580 +16%
CRIG
1511
Charter Research & Investment Group
Connecticut
$549K
CAM
1512
Cubic Asset Management
Massachusetts
$548K
AssetMark Inc
1513
AssetMark Inc
California
$547K +$48.6K +1,040 +10%
FCA
1514
FinTrust Capital Advisors
South Carolina
$545K -$45.6K -975 -8%
QCM
1515
Quest Capital Management
Texas
$545K +$168K +3,598 +45%
BCM
1516
Breiter Capital Management
Florida
$544K +$586K +12,529 New
AUB
1517
Atlantic Union Bankshares
Virginia
$541K -$16.6K -355 -3%
AP
1518
Atwood & Palmer
Missouri
$540K
HFA
1519
Hoover Financial Advisors
Pennsylvania
$539K -$2.34K -50 -0.4%
PIMG
1520
Patriot Investment Management Group
Tennessee
$539K +$538K +11,509 New
WFG
1521
Wills Financial Group
Virginia
$536K -$50.5K -1,080 -9%
MPIA
1522
Mountain Pacific Investment Advisers
Idaho
$535K -$84.2K -1,800 -14%
DAC
1523
Dividend Assets Capital
South Carolina
$533K
GCA
1524
Gideon Capital Advisors
New York
$532K -$632K -13,515 -54%
CA
1525
Cambridge Advisors
Nebraska
$531K