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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1501
HMV Wealth Advisors
Louisiana
$728K – – –
PFGIA
1502
Patriot Financial Group Insurance Agency
Massachusetts
$726K -$344K -13,699 -35%
VCM
1503
Virtue Capital Management
Tennessee
$724K +$170K +6,759 +36%
CNB
1504
Camden National Bank
Maine
$723K -$36.9K -1,469 -5%
FOFP
1505
Fee-Only Financial Planning
South Carolina
$720K – – –
PP
1506
PFS Partners
New Jersey
$718K +$1.61K +64 +0.3%
CAG
1507
Crestwood Advisors Group
Massachusetts
$717K +$62.6K +2,489 +11%
LS
1508
Leelyn Smith
Illinois
$715K +$94.4K +3,755 +17%
AWAG
1509
ARS Wealth Advisors Group
Florida
$714K +$4K +159 +0.6%
LWANC
1510
Laurel Wealth Advisors (North Carolina)
North Carolina
$713K +$75.7K +3,010 +14%
EI
1511
Ellevest Inc
New York
$712K +$21.7K +864 +4%
RPGNY
1512
Retirement Planning Group (New York)
New York
$711K +$21.6K +857 +4%
PFA
1513
Peak Financial Advisors
Colorado
$711K -$25.5K -1,013 -4%
SFC
1514
SYM Financial Corp
Indiana
$711K -$7.19K -286 -1%
FPCG
1515
Forum Private Client Group
Indiana
$711K -$4.2K -167 -0.7%
HBT
1516
Heartland Bank & Trust
Illinois
$709K +$94.9K +3,774 +18%
TSS
1517
Two Sigma Securities
New York
$709K +$296K +11,778 +89%
PF
1518
Phoenix Financial
Israel
$707K +$625K +24,861 New
MJRIC
1519
Mogy Joel R Investment Counsel
California
$706K – – –
AF
1520
AGP Franklin
Tennessee
$706K +$176 +7 +0%
ST
1521
Smithfield Trust
Pennsylvania
$705K – – –
PWM
1522
Partnership Wealth Management
Maryland
$703K – – –
SC
1523
Schubert & Co
Texas
$703K +$17.1K +681 +3%
FZCM
1524
Flynn Zito Capital Management
New York
$700K -$67.7K -2,691 -10%
WH
1525
Willner & Heller
California
$699K -$2.09K -83 -0.3%
59 60
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