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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
2601
Halbert Hargrove Global Advisors
California
$107K +$26.7K +109 +40%
FC
2602
Fairscale Capital
New Hampshire
$107K – – –
B
2603
Birchbrook
Maine
$106K -$5.62K -23 -6%
TFGT
2604
TS Financial Group (TSFG)
Illinois
$106K +$3.91K +16 +4%
FMB
2605
Field & Main Bank
Kentucky
$106K +$92.7K +379 New
JFA
2606
JNBA Financial Advisors
Minnesota
$101K – – –
RA
2607
Rise Advisors
New York
$101K +$16.1K +66 +22%
PWS
2608
Peterson Wealth Services
Utah
$101K -$57.2K -234 -65%
AFWM
2609
Abich Financial Wealth Management
Virginia
$99.4K +$87.1K +356 New
VC
2610
Vestor Capital
Illinois
$99K -$87.1K -356 -50%
TWD
2611
True Wealth Design
Ohio
$98.3K +$19.3K +79 +29%
HAP
2612
Harbor Asset Planning
Massachusetts
$97.5K – – –
CB
2613
Community Bank
New York
$96.9K +$84.9K +347 New
TIM
2614
Tortoise Investment Management
New York
$96.4K +$1.71K +7 +2%
FIM
2615
FWL Investment Management
Texas
$94.4K +$20.8K +85 +34%
AWM
2616
Abound Wealth Management
Tennessee
$93.5K +$31.8K +130 +63%
LCM
2617
Logan Capital Management
Pennsylvania
$93.3K – – –
HC
2618
Hoese & Co
Minnesota
$93K – – –
HWM
2619
Hemington Wealth Management
Virginia
$92K +$19.6K +80 +32%
MSFP
2620
Mark Sheptoff Financial Planning
Connecticut
$90.5K +$7.34K +30 +10%
CFFP
2621
Center for Financial Planning
Michigan
$89.4K – – –
CAM
2622
Creekmur Asset Management
Illinois
$88.6K +$3.67K +15 +5%
ME
2623
McIlrath & Eck
Washington
$87.4K +$5.38K +22 +8%
FCAS
2624
First Command Advisory Services
Texas
$87.1K +$37.4K +153 +96%
AW
2625
Avion Wealth
Texas
$87K +$2.44K +10 +3%