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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
2126
AFT Forsyth & Company
Florida
$434K – – –
HEIP
2127
Hudson Edge Investment Partners
New Jersey
$433K -$1.77K -50 -0.4%
CRI
2128
Colonial River Investments
Virginia
$432K -$11.1K -314 -3%
JBA
2129
Johnson Bixby & Associates
Washington
$431K -$5.33K -150 -1%
WBG
2130
Wharton Business Group
Pennsylvania
$431K +$5.18K +146 +1%
CA
2131
Cambridge Advisors
Nebraska
$430K +$36 +1 +0%
C
2132
Certuity
Florida
$430K +$71.8K +2,021 +21%
GI
2133
Glovista Investments
New Jersey
$430K +$422K +11,881 New
HBWM
2134
Hollow Brook Wealth Management
New York
$428K -$12.2K -344 -3%
PFWA
2135
Paces Ferry Wealth Advisors
Georgia
$428K +$28.4K +800 +7%
ATWA
2136
Arbor Trust Wealth Advisors
Michigan
$427K – – –
FUBT
2137
First United Bank & Trust
Maryland
$426K – – –
VBCG
2138
Valley Brook Capital Group
Pennsylvania
$425K -$12.4K -350 -3%
NWM
2139
Northwest Wealth Management
Iowa
$425K +$355 +10 +0.1%
SFO
2140
Standard Family Office
South Dakota
$420K -$52.9K -1,490 -11%
IC
2141
Inscription Capital
Texas
$420K +$139K +3,907 +51%
HC
2142
Hoese & Co
Minnesota
$419K -$41.9K -1,180 -9%
WPC
2143
White Pine Capital
Minnesota
$419K +$101K +2,839 +33%
WA
2144
Wealth Architects
California
$418K -$710 -20 -0.2%
WW
2145
Waterfront Wealth
Kansas
$418K +$710 +20 +0.2%
VAG
2146
VisionPoint Advisory Group
Texas
$417K -$385K -10,844 -49%
CWA
2147
Clearview Wealth Advisors
Oregon
$417K -$2.24K -63 -0.5%
AA
2148
ACT Advisors
North Carolina
$417K – – –
MFP
2149
Meridian Financial Partners
Virginia
$416K +$4.69K +132 +1%
BSSFA
2150
Baron Silver Stevens Financial Advisors
Florida
$416K +$35.5K +1,000 +10%