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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1076
Brendel Financial Advisors
New Hampshire
$674K – – –
SB
1077
Strategic Blueprint
Georgia
$674K +$796 +5 +0.1%
WKWM
1078
Walter & Keenan Wealth Management
Indiana
$674K -$232K -1,455 -24%
HBT
1079
Heartland Bank & Trust
Illinois
$673K +$20.4K +128 +3%
AB
1080
Atlas Brown
Kentucky
$670K +$318 +2 +0%
GCM
1081
G2 Capital Management
Ohio
$670K -$9.87K -62 -1%
MWA
1082
Meridian Wealth Advisors
Texas
$669K -$3.73M -23,445 -84%
SCP
1083
Stamos Capital Partners
California
$668K +$90.4K +568 +14%
NWA
1084
New World Advisors
Massachusetts
$666K -$90K -565 -11%
IWA
1085
IVC Wealth Advisors
Pennsylvania
$666K -$46.7K -293 -6%
Valmark Advisers
1086
Valmark Advisers
Ohio
$662K -$8.92K -56 -1%
CVM
1087
Cheviot Value Management
California
$655K – – –
Wedmont Private Capital
1088
Wedmont Private Capital
Pennsylvania
$655K -$49.5K -311 -7%
Country Trust Bank
1089
Country Trust Bank
Illinois
$655K -$145K -911 -17%
YIA
1090
YHB Investment Advisors
Connecticut
$653K +$17.7K +111 +3%
OpenArc Corporate Advisory
1091
OpenArc Corporate Advisory
Georgia
$652K +$84.6K +531 +13%
CFO
1092
CVA Family Office
Colorado
$651K +$36.5K +229 +5%
NPFS
1093
Novak & Powell Financial Services
Florida
$651K +$2.23K +14 +0.3%
PG
1094
Proffitt & Goodson
Tennessee
$650K -$697K -4,379 -49%
FZCM
1095
Flynn Zito Capital Management
New York
$648K -$18.3K -115 -3%
OA
1096
Operose Advisors
Wisconsin
$648K -$796 -5 -0.1%
MGWM
1097
Marks Group Wealth Management
Minnesota
$647K -$155K -975 -18%
MFA
1098
Mayflower Financial Advisors
Massachusetts
$647K -$7.8K -49 -1%
TSWM
1099
Triangle Securities Wealth Management
North Carolina
$647K – – –
EverSource Wealth Advisors
1100
EverSource Wealth Advisors
Alabama
$645K -$36.6K -230 -5%