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Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
2651
Heritage Oak Wealth Advisors
Florida
$505K +$2.21K +4 +0.4%
CG
2652
Cynosure Group
Utah
$505K +$63.6K +115 +15%
BFC
2653
Bedel Financial Consulting
Indiana
$503K -$8.29K -15 -2%
HWP
2654
Hibernia Wealth Partners
Louisiana
$503K +$495K +895 New
GBWM
2655
Granite Bay Wealth Management
New Hampshire
$503K – – –
AHL
2656
Abel Hall LLC
Louisiana
$503K +$47K +85 +10%
NG
2657
Northstar Group
New York
$501K -$5.53K -10 -1%
HTWM
2658
Hartmann Taylor Wealth Management
Texas
$501K +$2.77K +5 +0.6%
AWG
2659
Altus Wealth Group
Colorado
$497K -$1.11K -2 -0.2%
FBFS
2660
First Business Financial Services
Wisconsin
$497K – – –
SPWG
2661
Sage Private Wealth Group
Illinois
$496K +$42.6K +77 +10%
EHWM
2662
Eads & Heald Wealth Management
Georgia
$496K -$17.7K -32 -4%
BI
2663
Ballast Inc
Kentucky
$496K -$8.29K -15 -2%
NCTC
2664
New Covenant Trust Company
Indiana
$495K -$1.66K -3 -0.3%
BMC
2665
Benin Management Corp
Connecticut
$493K -$2.77K -5 -0.6%
LJAC
2666
L.J. Altfest & Co
New York
$493K -$761K -1,376 -61%
AIM
2667
Avity Investment Management
Connecticut
$492K -$55.3K -100 -10%
AW
2668
Apricus Wealth
South Carolina
$491K -$8.29K -15 -2%
G
2669
GenTrust
Florida
$491K -$143K -259 -23%
AWA
2670
AGH Wealth Advisors
Kansas
$490K -$1.66K -3 -0.3%
LFG
2671
Lockerman Financial Group
California
$490K -$12.2K -22 -2%
FA
2672
Fortis Advisors
Pennsylvania
$489K – – –
TC
2673
Trilogy Capital
California
$488K -$553 -1 -0.1%
VCM
2674
Vivaldi Capital Management
Illinois
$484K -$4.42K -8 -0.9%
HCA
2675
Heck Capital Advisors
Wisconsin
$483K – – –