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Name Holding Trade Value Shares
Change
Change in
Stake
APC
1751
Aspire Private Capital
North Carolina
$875K +$153K +267 +18%
AFG
1752
Albion Financial Group
Utah
$872K -$534K -932 -35%
RL
1753
Rogco LP
Oklahoma
$870K -$108K -189 -10%
BTWM
1754
Brass Tax Wealth Management
Ohio
$866K +$984K +1,717 New
FCB
1755
First County Bank
Connecticut
$866K -$98K -171 -9%
LFAS
1756
Level Four Advisory Services
Texas
$866K
CIAS
1757
Capital Investment Advisory Services
North Carolina
$863K +$91.7K +160 +10%
LJAC
1758
L.J. Altfest & Co
New York
$860K +$211K +368 +28%
IIM
1759
Ipswich Investment Management
Massachusetts
$860K +$25.8K +45 +3%
HIC
1760
Hartline Investment Corp
Illinois
$858K -$7.3M -12,738 -88%
BCA
1761
Bay Colony Advisors
Massachusetts
$858K +$55K +96 +6%
TCM
1762
Tandem Capital Management
New Jersey
$858K +$974K +1,700 New
SF
1763
Summit Financial
New Jersey
$858K -$151K -263 -13%
VA
1764
Valmark Advisers
Ohio
$857K +$16K +28 +2%
WWP
1765
WR Wealth Planners
Missouri
$857K +$273K +477 +39%
GAB
1766
German American Bancorp
Indiana
$852K +$4.01K +7 +0.4%
LBWM
1767
Left Brain Wealth Management
Illinois
$849K +$53.9K +94 +6%
ECA
1768
Elevated Capital Advisors
Utah
$848K +$32.1K +56 +3%
SG
1769
StoneX Group
New York
$848K -$96.9K -169 -9%
SWMG
1770
Signature Wealth Management Group
Georgia
$848K +$81.4K +142 +8%
BFA
1771
Beaumont Financial Advisors
Massachusetts
$845K -$22.9K -40 -2%
NC
1772
NovaPoint Capital
Georgia
$843K +$198K +346 +26%
NFSG
1773
Newbridge Financial Services Group
Florida
$841K -$164K -286 -15%
BA
1774
Ballast Advisors
Minnesota
$835K +$66.5K +116 +8%
LFA
1775
Legacy Financial Advisors
Kentucky
$832K -$121K -211 -11%