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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1676
Eley Financial Management
Vermont
$743K +$7.55K +204 +1%
MVA
1677
Mount Vernon Associates
Maryland
$741K – – –
CMI
1678
Clare Market Investments
Texas
$741K +$44.5K +1,202 +6%
BWA
1679
Blodgett Wealth Advisors
California
$738K -$138K -3,721 -16%
AAM
1680
AMI Asset Management
California
$736K -$6.07K -164 -0.8%
FGA
1681
Fortis Group Advisors
New Jersey
$732K +$142K +3,847 +24%
MCA
1682
Millennium Capital Advisors
Arkansas
$730K -$41.5K -1,122 -5%
AFG
1683
Atomi Financial Group
New York
$730K +$19.8K +534 +3%
TC
1684
Telemus Capital
Michigan
$729K +$34.2K +924 +5%
ML
1685
McAdam LLC
Pennsylvania
$729K +$36.7K +991 +5%
MWM
1686
Massachusetts Wealth Management
Massachusetts
$726K +$27.5K +742 +4%
AA
1687
Advisory Alpha
Michigan
$725K +$194K +5,233 +37%
SFA
1688
Souders Financial Advisors
Ohio
$723K -$7.66K -207 -1%
TCMP
1689
Thrive Capital Management (Pennsylvania)
Pennsylvania
$723K -$20.5K -555 -3%
OIM
1690
Oder Investment Management
California
$721K -$19.5K -527 -3%
PJSIMP
1691
P.J. Schmidt Investment Management (PJS)
Wisconsin
$721K -$99.9K -2,700 -11%
HT
1692
Heritage Trust
Oklahoma
$720K +$120K +3,248 +20%
RIA
1693
Richwood Investment Advisors
Ohio
$719K -$14.1K -382 -2%
AWE
1694
Avidian Wealth Enterprises
Texas
$716K -$354K -9,557 -33%
TBNY
1695
Trustco Bank (New York)
New York
$716K – – –
WC
1696
Weil Company
California
$713K -$283K -7,638 -28%
HCM
1697
Hodges Capital Management
Texas
$713K -$898K -24,261 Closed
FA
1698
Financial Advisors
Massachusetts
$713K -$4.22K -114 -0.6%
CFAM
1699
Center For Asset Management
Florida
$712K -$362K -9,785 -34%
ST
1700
Somerset Trust
Pennsylvania
$711K -$22.6K -611 -3%
66 67
68
69 70