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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2101
Congress Asset Management
Massachusetts
$312K +$14.3K +422 +4%
AC
2102
Alexandria Capital
Virginia
$312K +$46K +1,354 +16%
KLI
2103
Kelman-Lazarov Inc
Tennessee
$311K -$54.2K -1,596 -14%
SWMG
2104
Strategic Wealth Management Group
Maryland
$311K +$119K +3,492 +54%
VFPI
2105
Vantage Financial Partners (Illinois)
Illinois
$310K – – –
GAMC
2106
Garner Asset Management Corp
Texas
$309K +$49.8K +1,465 +17%
MFS
2107
Mirabella Financial Services
United Kingdom
$309K +$338K +9,944 New
CT
2108
Columbia Trust
Oregon
$308K -$29.6K -870 -8%
CPA
2109
Clear Perspective Advisors
Illinois
$308K +$60K +1,765 +22%
ODCM
2110
Old Dominion Capital Management
Virginia
$307K -$249K -7,343 -43%
FSC
2111
Full Sail Capital
Oklahoma
$307K -$48.4K -1,424 -14%
LA
2112
LexAurum Advisors
Kansas
$306K +$2K +59 +0.6%
HFAS
2113
Hummer Financial Advisory Services
Illinois
$304K +$3.57K +105 +1%
MA
2114
MONECO Advisors
Connecticut
$304K +$14.9K +438 +5%
SFG
2115
Sunburst Financial Group
Alabama
$304K +$16K +472 +5%
WBG
2116
Wharton Business Group
Pennsylvania
$303K -$1.63K -48 -0.5%
ADMI
2117
Albert D. Mason Inc
Massachusetts
$302K – – –
HFA
2118
High Falls Advisors
New York
$302K +$781 +23 +0.2%
BCM
2119
Breiter Capital Management
Florida
$301K +$16.3K +481 +5%
AP
2120
Americana Partners
Texas
$301K +$73K +2,148 +28%
TFCP
2121
Twin Focus Capital Partners
Massachusetts
$300K +$54.1K +1,593 +20%
MMM
2122
Mendel Money Management
Illinois
$300K +$328K +9,665 New
CF
2123
Corrigan Financial
Rhode Island
$297K -$3.36K -99 -1%
COF
2124
Capital One Financial
Virginia
$296K -$69.5K -2,046 -18%
HR
2125
Hardy Reed
Mississippi
$296K -$2.75K -81 -0.8%