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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
2076
Jay D. Rosenbaum
$308K +$254K +630 New
SLA
2077
Silver Lake Advisory
Utah
$308K +$253K +629 New
PCM
2078
Pennsylvania Capital Management
Pennsylvania
$307K +$1.61K +4 +0.6%
BG
2079
Bahl & Gaynor
Ohio
$306K -$8.46K -21 -3%
XWM
2080
Xcel Wealth Management
Florida
$306K
SFG
2081
Summit Financial Group
West Virginia
$306K
SCA
2082
Sandy Cove Advisors
Massachusetts
$306K -$2.42K -6 -1%
UBV
2083
United Bank (Virginia)
Virginia
$306K
FG
2084
Fiduciary Group
Georgia
$306K +$252K +625 New
MF
2085
Magnetar Financial
Illinois
$306K +$252K +625 New
SWA
2086
SOA Wealth Advisors
New York
$304K
BA
2087
Ballast Advisors
Minnesota
$304K +$251K +622 New
AC
2088
Apella Capital
Connecticut
$304K +$251K +622 New
CFS
2089
CRA Financial Services
New Jersey
$303K +$2.42K +6 +1%
TA
2090
TruWealth Advisors
Louisiana
$303K +$249K +619 New
SIM
2091
SSI Investment Management
California
$301K -$43.1K -107 -15%
CG
2092
Corundum Group
Colorado
$301K -$9.67K -24 -4%
NRI
2093
NFP Retirement Inc
California
$301K -$2.42K -6 -1%
I
2094
IMPACTfolio
Colorado
$300K -$1.61K -4 -0.6%
DG
2095
DMC Group
Alabama
$298K +$16.9K +42 +7%
PMG
2096
Private Management Group
California
$297K
TFA
2097
Toth Financial Advisory
Virginia
$297K -$113K -280 -32%
JIP
2098
Jaffetilchin Investment Partners
Florida
$297K -$77.7K -193 -24%
BB
2099
Bell Bank
North Dakota
$297K -$11.3K -28 -4%
GIM
2100
Grassi Investment Management
California
$294K -$40.3K -100 -14%