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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2176
Acorn Financial Advisory Services
Virginia
$499K +$169K +592 +45%
RWP
2177
Revolve Wealth Partners
New Jersey
$498K -$18.5K -65 -3%
MYIA
2178
Mount Yale Investment Advisors
Colorado
$497K -$24K -84 -4%
SCG
2179
Sonata Capital Group
Washington
$497K
NFSG
2180
Newbridge Financial Services Group
Florida
$497K +$174K +610 +48%
CPA
2181
Capital Planning Advisors
California
$496K -$95K -333 -15%
SGK
2182
Steigerwald Gordon & Koch
Virginia
$496K +$51.6K +181 +11%
PAIM
2183
Punch & Associates Investment Management
Minnesota
$495K
RWPA
2184
Richard W. Paul & Associates
Michigan
$494K +$29.1K +102 +6%
AGP
2185
Autumn Glory Partners
Texas
$494K +$13.4K +47 +3%
BWP
2186
Bernardo Wealth Planning
Pennsylvania
$494K +$570 +2 +0.1%
Cohen & Steers
2187
Cohen & Steers
New York
$493K
CWM
2188
Centurion Wealth Management
Virginia
$493K
CCA
2189
Clearwater Capital Advisors
Illinois
$492K -$41.9K -147 -7%
MIA
2190
Milestone Investment Advisors
Wisconsin
$492K +$532K +1,866 New
RTC
2191
Riverview Trust Company
Washington
$490K
GA
2192
Goldstein Advisors
Wisconsin
$489K +$28.5K +100 +6%
BWM
2193
BCS Wealth Management
Tennessee
$488K +$528K +1,852 New
SLT
2194
St Louis Trust
Missouri
$487K
GJIA
2195
Glass Jacobson Investment Advisors
Maryland
$486K -$28.5K -100 -5%
LSWM
2196
Lorne Steinberg Wealth Management
Canada
$486K
CSB
2197
City State Bank
Iowa
$486K -$285 -1 -0.1%
LD
2198
Lipe & Dalton
New York
$486K
MFA
2199
Millington Financial Advisors
Illinois
$486K +$2.28K +8 +0.4%
FMTC
2200
Farmers & Merchants Trust Company
California
$486K +$54.2K +190 +11%