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Name Holding Trade Value Shares
Change
Change in
Stake
UWP
2726
Uniting Wealth Partners
Kansas
$513K -$10.7K -91 -2%
FMTCOCP
2727
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$512K -$23.6K -202 -5%
ZCP
2728
Z3 Capital Partners
Virginia
$510K
SG
2729
Sienna Gestion
France
$509K +$455K +3,891 New
RFA
2730
RTD Financial Advisors
Pennsylvania
$508K +$44.5K +380 +11%
BI
2731
Ballast Inc
Kentucky
$508K -$468 -4 -0.1%
OAS
2732
Optivise Advisory Services
Tennessee
$507K +$55.5K +474 +14%
OBGC
2733
O'Brien Greene & Co
Pennsylvania
$507K -$68.6K -586 -13%
RPGNY
2734
Retirement Planning Group (New York)
New York
$507K -$1.76K -15 -0.4%
CWM
2735
Concentrum Wealth Management
California
$506K +$6.91K +59 +2%
CNBOF
2736
City National Bank of Florida
Florida
$506K +$100K +856 +28%
BGAI
2737
Bruce G. Allen Investments
Colorado
$506K +$5.62K +48 +1%
CWA
2738
Crux Wealth Advisors
California
$505K -$15.1K -129 -3%
VAF
2739
Values Added Financial
District of Columbia
$504K +$37.8K +323 +9%
MIC
2740
Meridian Investment Counsel
California
$504K +$15.2K +130 +3%
MAM
2741
McLean Asset Management
Virginia
$504K -$10.4K -89 -2%
BWM
2742
Baron Wealth Management
Michigan
$504K -$42.4K -362 -8%
OAM
2743
Oak Asset Management
California
$502K -$2.22K -19 -0.5%
DQRIM
2744
Dale Q Rice Investment Management
Washington
$502K -$7.37K -63 -2%
HC
2745
Hoese & Co
Minnesota
$500K +$81K +692 +22%
OCPWS
2746
One Charles Private Wealth Services
Massachusetts
$500K +$1.41K +12 +0.3%
WAS
2747
Wealth Advisory Solutions
Indiana
$499K -$36.6K -313 -7%
VFP
2748
Verus Financial Partners
Virginia
$498K +$819 +7 +0.2%
SAMT
2749
Select Asset Management & Trust
Pennsylvania
$498K -$234K -2,000 -34%
EHWM
2750
Eads & Heald Wealth Management
Georgia
$498K -$16.5K -141 -4%