Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
1226
Heritage Wealth Management (Ohio)
Ohio
$542K +$154 +1 +0%
SRC
1227
Shufro Rose & Co
New York
$541K – – –
CTA
1228
Colonial Trust Advisors
South Carolina
$540K -$22K -143 -4%
GWAM
1229
Guardian Wealth Advisors (Minnesota)
Minnesota
$538K -$14.3K -93 -3%
WA
1230
Wealth Alliance
New York
$538K -$60.3K -391 -10%
PWMAG
1231
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$19.4K +126 +4%
HIA
1232
HFM Investment Advisors
New Jersey
$535K – – –
MFS
1233
Miller Financial Services
Michigan
$535K -$6.94K -45 -1%
PB
1234
Pinnacle Bancorp
Nebraska
$534K – – –
FA
1235
Fiduciary Alliance
South Carolina
$534K -$106K -685 -17%
HWP
1236
Highline Wealth Partners
California
$534K – – –
FCP
1237
Fidelis Capital Partners
Florida
$533K +$209K +1,356 +65%
BFC
1238
Bedel Financial Consulting
Indiana
$529K +$154 +1 +0%
EB
1239
Exchange Bank
California
$528K +$6.48K +42 +1%
HAM
1240
Harmony Asset Management
Arizona
$528K – – –
AAIM
1241
Asset Advisors Investment Management
Georgia
$528K – – –
CA
1242
Cullinan Associates
Kentucky
$528K – – –
EGA
1243
Eagle Global Advisors
Texas
$527K – – –
CAM
1244
Clark Asset Management
New Hampshire
$523K +$54K +350 +12%
CIG
1245
Cairn Investment Group
Washington
$523K – – –
MIA
1246
MMBG Investment Advisors
Florida
$523K – – –
UBV
1247
United Bank (Virginia)
Virginia
$522K -$146K -950 -22%
AC
1248
Avestar Capital
New York
$522K -$39.3K -255 -7%
ML
1249
McAdam LLC
Pennsylvania
$522K -$243K -1,578 -32%
LWCFA
1250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$522K – – –