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Name Holding Trade Value Shares
Change
Change in
Stake
TFF
2201
The Family Firm
Maryland
$417K +$1.6K +14 +0.4%
KW
2202
KWB Wealth
California
$417K -$37.9K -331 -8%
CFO
2203
Collective Family Office
Pennsylvania
$417K +$69.7K +608 +20%
CFG
2204
Carr Financial Group
Massachusetts
$415K – – –
CC
2205
Corton Capital
Ontario, Canada
$414K -$359K -3,130 -46%
Members Trust
2206
Members Trust
Florida
$413K -$5.96K -52 -1%
SWA
2207
Strata Wealth Advisors
Texas
$412K +$416K +3,625 New
MA
2208
MBA Advisors
Pennsylvania
$412K +$17.7K +154 +4%
CSC
2209
Caldwell Sutter Capital
California
$412K – – –
Gratus Capital
2210
Gratus Capital
Georgia
$412K -$211K -1,838 -34%
OWA
2211
Octavia Wealth Advisors
Ohio
$410K +$10.3K +90 +3%
ACP
2212
Aveo Capital Partners
Colorado
$410K +$39.9K +348 +10%
HWA
2213
HHM Wealth Advisors
Tennessee
$410K – – –
PA
2214
Probity Advisors
Texas
$410K -$10.8K -94 -3%
WFI
2215
West Family Investments
California
$409K +$413K +3,599 New
GB
2216
Goepper Burkhardt
South Carolina
$409K -$6.08K -53 -1%
EBSAM
2217
Eubel Brady & Suttman Asset Management
Ohio
$408K -$289K -2,523 -41%
CFA
2218
Capstone Financial Advisors
Illinois
$408K -$9.17K -80 -2%
EA
2219
Eudaimonia Advisors
Tennessee
$407K +$411K +3,585 New
DPI
2220
Diversified Portfolios Inc
Michigan
$407K – – –
VAG
2221
VisionPoint Advisory Group
Texas
$407K +$18.6K +162 +5%
Hillsdale Investment Management
2222
Hillsdale Investment Management
Ontario, Canada
$407K +$138K +1,200 +50%
FBT
2223
First Bank & Trust
South Dakota
$406K – – –
SWM
2224
Seed Wealth Management
Illinois
$405K – – –
BWG
2225
Balanced Wealth Group
Ohio
$405K +$443K +3,867 New