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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
2426
Widmann Financial Services
Maryland
$381K -$3.41K -26 -0.9%
TPA
2427
Trivium Point Advisory
Connecticut
$381K -$97.8K -745 -21%
AIC
2428
Archer Investment Corporation
Indiana
$381K -$105K -797 -22%
GF
2429
Gimbal Financial
Indiana
$380K +$6.3K +48 +2%
JSA
2430
Jacobson & Schmitt Advisors
Wisconsin
$379K – – –
ALA
2431
Atlas Legacy Advisors
California
$378K +$116K +883 +45%
WAG
2432
Winthrop Advisory Group
Massachusetts
$378K -$23.2K -177 -6%
ECM
2433
Elgethun Capital Management
South Dakota
$378K -$10.6K -81 -3%
SIC
2434
Shoker Investment Counsel
Ohio
$377K -$4.99K -38 -1%
LB
2435
Legacy Bridge
Iowa
$377K – – –
APW
2436
Aventura Private Wealth
Florida
$377K +$4.59K +35 +1%
CWM
2437
Centric Wealth Management
Illinois
$376K +$7.22K +55 +2%
TF
2438
Talbot Financial
Washington
$376K +$368K +2,804 New
WPA
2439
Wealth Preservation Advisors
Tennessee
$375K +$2.1K +16 +0.6%
NRW
2440
Nova R Wealth
Kansas
$375K +$10.6K +81 +3%
SJL
2441
Shayne & Jacobs LLC
Tennessee
$375K – – –
PIFP
2442
Partners in Financial Planning
Virginia
$375K -$45.4K -346 -11%
EA
2443
Enclave Advisors
Texas
$374K -$7.75K -59 -2%
CSWG
2444
Cardinal Strategic Wealth Guidance
Kentucky
$373K – – –
BWCS
2445
Beirne Wealth Consulting Services
Connecticut
$372K +$365K +2,778 New
UAG
2446
United Advisor Group
Ohio
$372K +$58.4K +445 +19%
NBWM
2447
North Berkeley Wealth Management
California
$370K – – –
CCM
2448
Crew Capital Management
Ohio
$369K – – –
IF
2449
Ironwood Financial
Arizona
$369K – – –
ESBC
2450
E.S. Barr & Co
Kentucky
$369K – – –