Name Holding Trade Value Shares
Change
Change in
Stake
HPM
1601
Hoxton Planning & Management
West Virginia
$959K +$8.74K +202 +0.9%
AF
1602
Apexium Financial
Texas
$955K +$17K +393 +2%
LFA
1603
Legacy Financial Advisors
Kentucky
$953K +$67.2K +1,552 +8%
PVM
1604
Palogic Value Management
Texas
$952K – – –
FFS
1605
Flavin Financial Services
Florida
$950K +$44.4K +1,026 +5%
WKWM
1606
Walter & Keenan Wealth Management
Indiana
$948K -$118K -2,724 -11%
AA
1607
Alta Advisers
United Kingdom
$946K – – –
1CP
1608
17 Capital Partners
Arizona
$940K – – –
HTIM
1609
Harbour Trust & Investment Management
Indiana
$940K -$18.6K -430 -2%
CFGW
1610
Chancellor Financial Group WB
Pennsylvania
$939K -$909 -21 -0.1%
HBT
1611
Hills Bank & Trust
Iowa
$939K -$7.58K -175 -0.8%
CRIG
1612
Charter Research & Investment Group
Connecticut
$937K -$2.94K -68 -0.3%
ORC
1613
O'Rourke & Company
Massachusetts
$937K +$15.2K +352 +2%
VFA
1614
Voya Financial Advisors
Connecticut
$936K +$20.4K +472 +2%
PWMG
1615
Prestige Wealth Management Group
New Jersey
$934K +$36.5K +844 +4%
PPW
1616
Parcion Private Wealth
Washington
$933K -$207K -4,781 -18%
PAS
1617
PKS Advisory Services
New York
$931K -$48.9K -1,130 -5%
PP
1618
PDS Planning
Ohio
$931K -$48.3K -1,115 -5%
MA
1619
MBA Advisors
Pennsylvania
$930K +$8.66K +200 +1%
SCM
1620
Spreng Capital Management
Ohio
$927K -$108K -2,492 -11%
SFA
1621
Souders Financial Advisors
Ohio
$927K -$1.65K -38 -0.2%
AWM
1622
Aviso Wealth Management
Washington
$926K +$11.9K +274 +1%
TFA
1623
Transamerica Financial Advisors
Florida
$925K +$275K +6,354 +43%
GLR
1624
Great Lakes Retirement
Ohio
$925K +$52.4K +1,210 +6%
EFG
1625
Everhart Financial Group
Ohio
$922K +$12K +277 +1%