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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1026
Hummer Financial Advisory Services
Illinois
$850K +$22K +150 +3%
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$849K -$73.8K -502 -8%
CFMC
1028
Curbstone Financial Management Corp
New Hampshire
$848K +$37.9K +258 +5%
AWM
1029
Aries Wealth Management
Maine
$844K – – –
Level Four Advisory Services
1030
Level Four Advisory Services
Texas
$839K -$30K -204 -3%
NICM
1031
Neo Ivy Capital Management
New York
$839K +$839K +5,712 New
RA
1032
Ransom Advisory
Rhode Island
$835K +$147 +1 +0%
RI
1033
Ridgewood Investments
New Jersey
$833K – – –
CCM
1034
CAAS Capital Management
New York
$830K +$830K +5,650 New
Birch Hill Investment Advisors
1035
Birch Hill Investment Advisors
Massachusetts
$828K -$38.2K -260 -4%
Chicago Partners Investment Group
1036
Chicago Partners Investment Group
Illinois
$826K -$60.1K -409 -6%
QL
1037
Quarry LP
New York
$822K -$1.92M -13,065 -70%
CWM
1038
Cahaba Wealth Management
Georgia
$819K +$11K +75 +1%
PWAM
1039
Pinnacle West Asset Management
Wyoming
$819K – – –
FFWA
1040
FRG Family Wealth Advisors
Washington
$815K – – –
VIP
1041
Vista Investment Partners
Oklahoma
$814K +$53.3K +363 +7%
JIP
1042
Jaffetilchin Investment Partners
Florida
$813K +$117K +799 +17%
Geneos Wealth Management
1043
Geneos Wealth Management
Colorado
$811K +$163K +1,112 +25%
CP
1044
Camelot Portfolios
Ohio
$808K -$51.1K -348 -6%
AssetMark Inc
1045
AssetMark Inc
California
$806K +$634K +4,316 +368%
SB
1046
Strategic Blueprint
Georgia
$806K -$17.8K -121 -2%
CI
1047
Cigna Investments
Connecticut
$806K -$21.9K -149 -3%
KCFA
1048
Key Client Fiduciary Advisors
New Jersey
$805K -$14.7K -100 -2%
RPCONE
1049
Retirement Planning Company of New England
Rhode Island
$805K -$55.2K -376 -6%
Sagespring Wealth Partners
1050
Sagespring Wealth Partners
Tennessee
$804K +$232K +1,578 +41%