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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2076
Greenwich Wealth Management
Connecticut
$583K +$45.3K +550 +9%
FAN
2077
Financial Advisors Network
California
$583K +$538K +6,540 New
FI
2078
Financial Insights
Washington
$581K -$123K -1,490 -19%
CIAS
2079
CFS Investment Advisory Services
New Jersey
$581K +$195K +2,370 +57%
RGC
2080
Roberts, Glore & Co
Illinois
$580K -$4.12K -50 -0.8%
HCA
2081
Horan Capital Advisors
Ohio
$579K -$24.7K -300 -4%
VCAM
2082
Van Cleef Asset Management
Ohio
$579K – – –
KCM
2083
Kathmere Capital Management
Pennsylvania
$578K -$37K -450 -6%
WC
2084
Weil Company
California
$578K +$78.2K +950 +17%
BWP
2085
Baldwin Wealth Partners
Massachusetts
$576K -$198K -2,410 -27%
VHAM
2086
Van Hulzen Asset Management
California
$576K -$86.4K -1,050 -14%
AAG
2087
Armstrong Advisory Group
Massachusetts
$575K +$29.6K +360 +6%
FMTC
2088
Farmers & Merchants Trust Company
California
$572K +$9.05K +110 +2%
GAMC
2089
Garner Asset Management Corp
Texas
$571K – – –
SVCP
2090
Silicon Valley Capital Partners
California
$570K +$181K +2,200 +52%
CFFP
2091
Center for Financial Planning
Michigan
$570K +$198K +2,400 +60%
CF
2092
Cyr Financial
Illinois
$567K +$523K +6,360 New
AWM
2093
Ariadne Wealth Management
California
$566K +$37K +450 +9%
BWA
2094
Blodgett Wealth Advisors
California
$566K +$173K +2,100 +49%
MLA
2095
My Legacy Advisors
Oregon
$565K +$39.5K +480 +8%
PFS
2096
Prospect Financial Services
New York
$562K +$37.9K +460 +8%
WFAG
2097
Worth Financial Advisory Group
North Carolina
$562K +$29.6K +360 +6%
SDWMA
2098
Schneider Downs Wealth Management Advisors
Pennsylvania
$559K -$41.2K -500 -7%
WAG
2099
Winthrop Advisory Group
Massachusetts
$557K – – –
RWA
2100
River Wealth Advisors
Pennsylvania
$557K +$4.12K +50 +0.8%