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Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
2401
Hunter Associates Investment Management
Pennsylvania
$391K +$18.5K +63 +5%
BFA
2402
Beaumont Financial Advisors
Massachusetts
$391K -$7.92K -27 -2%
PMG
2403
ProVise Management Group
Florida
$390K -$1.47K -5 -0.4%
HPM
2404
Hoxton Planning & Management
West Virginia
$390K +$48.7K +166 +15%
DWA
2405
Dougherty Wealth Advisers
Minnesota
$390K – – –
FCM
2406
Fourpath Capital Management
Oklahoma
$390K +$14.1K +48 +4%
JWBC
2407
J.W. Burns & Co
New York
$389K +$8.8K +30 +2%
NFG
2408
Northbridge Financial Group
Florida
$389K +$376K +1,280 New
RCM
2409
Requisite Capital Management
Texas
$388K +$374K +1,275 New
GWM
2410
Greenline Wealth Management
Florida
$388K +$375K +1,278 New
SL
2411
Sentinus LLC
Illinois
$388K +$14.4K +49 +4%
PFM
2412
Peak Financial Management
Massachusetts
$388K +$29.3K +100 +9%
OIA
2413
Oakmont Investment Advisors
Pennsylvania
$387K +$374K +1,274 New
IFS
2414
Integrated Financial Solutions
Virginia
$387K +$374K +1,273 New
UAS
2415
United Asset Strategies
New York
$387K – – –
CFGW
2416
Chancellor Financial Group WB
Pennsylvania
$387K +$42K +143 +13%
CMTU
2417
Capital Markets Trading (UK)
United Kingdom
$385K +$372K +1,267 New
BDFN
2418
Bond & Devick Financial Network
Minnesota
$385K – – –
MAG
2419
Mokosak Advisory Group
Iowa
$384K – – –
KMWM
2420
Keudell/Morrison Wealth Management
Oregon
$384K +$371K +1,265 New
SGCA
2421
Steel Grove Capital Advisors
Tennessee
$383K – – –
KFSC
2422
Keystone Financial Services (Colorado)
Colorado
$381K -$56K -191 -13%
EB
2423
Exchange Bank
California
$381K -$14.4K -49 -4%
CP
2424
Covenant Partners
Tennessee
$380K – – –
FA
2425
Fortis Advisors
Pennsylvania
$380K -$73.4K -250 -17%