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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2601
TFC Financial Management
Massachusetts
$129K -$7.04K -280 -6%
KA
2602
Kozak & Associates
Colorado
$126K +$10K +398 +9%
VWA
2603
Valued Wealth Advisors
Utah
$124K +$20.8K +829 +23%
CWM
2604
Cranbrook Wealth Management
Michigan
$123K +$3.35K +133 +3%
SA
2605
SRH Advisors
Kansas
$122K -$4K -159 -4%
RWM
2606
Rialto Wealth Management
New York
$120K +$20.5K +815 +24%
KB
2607
Kimelman & Baird
New York
$120K
CAM
2608
Close Asset Management
United Kingdom
$120K
WPA
2609
West Paces Advisors
Georgia
$120K +$6.66K +265 +7%
BWAM
2610
Boyd Watterson Asset Management
Ohio
$118K
RBC
2611
Roble Belko & Company
Pennsylvania
$115K -$19.8K -788 -16%
EWM
2612
Evermay Wealth Management
Virginia
$114K +$87.6K +3,484 +657%
HRC
2613
Hoertkorn Richard Charles
$113K
SI
2614
Sava Infond
Slovenia
$113K
BCM
2615
Blume Capital Management
California
$113K +$6.61K +263 +7%
ETS
2616
ESL Trust Services
New York
$113K -$7.54K -300 -7%
CIAS
2617
CBIZ Investment Advisory Services
Ohio
$113K +$11.2K +446 +13%
VBA
2618
von Borstel & Associates
Oregon
$112K +$99.8K +3,970 New
B
2619
Birchbrook
Maine
$112K -$654 -26 -0.7%
RMC
2620
Resources Management Corp
Connecticut
$111K +$6.04K +240 +7%
CAM
2621
Creekmur Asset Management
Illinois
$111K +$8.35K +332 +9%
SNB
2622
Security National Bank
Nebraska
$110K -$43.1K -1,712 -30%
SAM
2623
Sherman Asset Management
California
$110K -$1.06K -42 -1%
CWC
2624
Carolinas Wealth Consulting
North Carolina
$110K -$510K -20,274 -84%
AGWCA
2625
Annis Gardner Whiting Capital Advisors
Florida
$109K +$2.49K +99 +3%