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Name Holding Trade Value Shares
Change
Change in
Stake
BHIC
2626
Bassett Hargrove Investment Counsel
Delaware
$327K
SFWA
2627
Summit Financial Wealth Advisors
Louisiana
$327K +$26K +603 +8%
SSW
2628
Stone Summit Wealth
Florida
$326K -$2.72K -63 -0.8%
AA
2629
Addison Advisors
Vermont
$325K +$1.04K +24 +0.3%
CFAM
2630
Coury Firm Asset Management
Pennsylvania
$322K +$21.7K +503 +7%
PWMG
2631
Provence Wealth Management Group
California
$321K +$58K +1,343 +21%
DI
2632
Disciplined Investments
Oklahoma
$320K +$258K +5,982 +320%
AWM
2633
AllSquare Wealth Management
New York
$319K +$13K +300 +4%
IWN
2634
Independent Wealth Network
Iowa
$318K +$18.4K +426 +6%
CFD
2635
Creative Financial Designs
Indiana
$317K -$1.3K -30 -0.4%
THL
2636
Tillman Hartley LLC
Colorado
$317K
BDFN
2637
Bond & Devick Financial Network
Minnesota
$317K
MKA
2638
M. Kulyk & Associates
Georgia
$317K
VAFP
2639
Vahanian & Associates Financial Planning
New York
$317K -$110K -2,536 -25%
WCA
2640
Waypoint Capital Advisors
Minnesota
$317K
WWM
2641
Westwood Wealth Management
California
$316K -$35.8K -830 -10%
THWM
2642
Taylor Hoffman Wealth Management
Virginia
$316K +$101K +2,350 +44%
MLA
2643
MB, Levis & Associates
Pennsylvania
$316K +$1.86K +43 +0.6%
BIM
2644
Bridgecreek Investment Management
Oklahoma
$315K
BFS
2645
Beacon Financial Strategies
North Carolina
$314K +$21.6K +500 +7%
HFAS
2646
Hummer Financial Advisory Services
Illinois
$314K +$2.59K +60 +0.8%
Fiera Capital (Canada)
2647
Fiera Capital (Canada)
Quebec, Canada
$313K
AIA
2648
Arbor Investment Advisors
North Carolina
$312K
HWA
2649
Heartwood Wealth Advisors
Virginia
$312K
KP
2650
Keel Point
Alabama
$311K -$93.5K -2,165 -22%