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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1001
Key Financial Inc
Pennsylvania
$332K
FNC
1002
First National Corp
Massachusetts
$330K
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$329K +$902 +11 +0.3%
LAI
1004
Legal Advantage Investments
California
$326K
FA
1005
Faithward Advisors
Pennsylvania
$326K +$311K +3,796 New
NB
1006
Nicolet Bankshares
Wisconsin
$325K
GCP
1007
Gill Capital Partners
Colorado
$324K
AT
1008
American Trust
Kentucky
$324K +$3.28K +40 +1%
FWTB
1009
First Western Trust Bank
Colorado
$323K
FIBT
1010
First International Bank & Trust
North Dakota
$321K +$5K +61 +2%
IAA
1011
Ironsides Asset Advisors
North Carolina
$320K +$306K +3,733 New
CC
1012
Chicago Capital
Illinois
$320K
AGA
1013
Arkos Global Advisors
Texas
$320K +$79.9K +975 +35%
BWM
1014
Baron Wealth Management
Michigan
$320K
NSB
1015
Norway Savings Bank
Maine
$319K
TA
1016
TFG Advisers
Michigan
$319K +$28.9K +353 +11%
AFC
1017
AFT Forsyth & Company
Florida
$316K
Empower Advisory Group
1018
Empower Advisory Group
Colorado
$315K +$11K +134 +4%
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$315K +$81.9K +999 +37%
GIM
1020
Goelzer Investment Management
Indiana
$315K
SC
1021
Schoolcraft Capital
Colorado
$314K
AR
1022
Apeiron RIA
Texas
$314K -$71.8K -876 -19%
SPC
1023
Spirepoint Private Client
Florida
$313K +$299K +3,651 New
EIP
1024
Ellis Investment Partners
Pennsylvania
$313K +$492 +6 +0.2%
WPW
1025
Waldron Private Wealth
Pennsylvania
$313K -$17.9K -218 -6%