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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1326
Kaizen Financial Strategies
California
$759K +$41.6K +110 +4%
GW
1327
GW & Wade
Massachusetts
$757K -$68.9K -182 -6%
NME
1328
Notis-McConarty Edward
$757K
MIC
1329
Means Investment Company
Maine
$757K +$25K +66 +2%
SWP
1330
Strategic Wealth Partners
Ohio
$756K -$2.4M -6,339 -70%
RC
1331
Roundview Capital
New Jersey
$754K +$473K +1,249 +84%
TCM
1332
Triumph Capital Management
Colorado
$753K +$184K +485 +22%
MFC
1333
Mechanics Financial Corp
Ohio
$751K +$3.4K +9 +0.3%
ASBI
1334
American State Bank (Iowa)
Iowa
$749K +$27.2K +72 +3%
LCM
1335
Liberty Capital Management
Michigan
$747K +$434K +1,148 +73%
GEA
1336
Glen Eagle Advisors
New Jersey
$747K +$298K +787 +41%
IA
1337
IAM Advisory
Pennsylvania
$746K -$5.3K -14 -0.5%
BFC
1338
Bedel Financial Consulting
Indiana
$744K
LIA
1339
LS Investment Advisors
Michigan
$743K
AWC
1340
Abundance Wealth Counselors
Pennsylvania
$742K +$50.7K +134 +5%
LC
1341
Lindbrook Capital
California
$741K -$121K -321 -11%
BMC
1342
Beaton Management Company
Massachusetts
$740K +$18.9K +50 +2%
CSI
1343
Cross Staff Investments
New York
$733K
AAS
1344
Ameritas Advisory Services
Nebraska
$733K +$79.8K +211 +9%
BHCM
1345
Brevan Howard Capital Management
Jersey
$733K +$1.01M +2,663 New
WA
1346
Wealth Alliance
New York
$729K -$31.4K -83 -3%
JCM
1347
Jacobi Capital Management
Pennsylvania
$724K +$88.9K +235 +10%
FP
1348
Fiduciary Planning
Florida
$722K +$8.32K +22 +0.8%
FW
1349
FirstPurpose Wealth
Utah
$720K +$151K +398 +18%
CNC
1350
Citizens & Northern Corp
Pennsylvania
$719K +$4.16K +11 +0.4%