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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1076
PFG Advisors
Arizona
$280K +$270K +3,140 New
AWM
1077
Axxcess Wealth Management
California
$280K -$39.5K -460 -13%
PP
1078
PDS Planning
Ohio
$279K +$31.2K +363 +13%
SFS
1079
Stiles Financial Services
Minnesota
$277K +$946 +11 +0.4%
BMCM
1080
Burns Matteson Capital Management
New York
$275K +$10.4K +121 +4%
AAS
1081
Ameritas Advisory Services
Nebraska
$274K +$38.3K +446 +17%
PAM
1082
Pegasus Asset Management
New York
$273K – – –
EW
1083
Element Wealth
Mississippi
$273K -$16.7K -194 -6%
FNFDCM
1084
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$272K – – –
FMB
1085
Field & Main Bank
Kentucky
$272K -$9.89K -115 -4%
CIC
1086
Carnegie Investment Counsel
Ohio
$270K -$8.68K -101 -3%
IHWM
1087
Iron Horse Wealth Management
Iowa
$270K – – –
AWM
1088
Affinity Wealth Management
Delaware
$269K +$19.5K +227 +8%
SGCA
1089
Steel Grove Capital Advisors
Tennessee
$268K – – –
HKAM
1090
Horizon Kinetics Asset Management
New York
$268K – – –
FCAS
1091
First Command Advisory Services
Texas
$268K +$258K +2,998 New
FNT
1092
First Nebraska Trust
Nebraska
$266K -$5.16K -60 -2%
TW
1093
TrinityPoint Wealth
Connecticut
$266K – – –
SWM
1094
Spire Wealth Management
Virginia
$266K +$1.29K +15 +0.5%
SFWA
1095
Summit Financial Wealth Advisors
Louisiana
$265K -$36.7K -427 -13%
BRG
1096
Bay Rivers Group
Virginia
$263K +$253K +2,948 New
C
1097
Certuity
Florida
$263K -$30.6K -356 -11%
SW
1098
StrongBox Wealth
Missouri
$263K +$51.7K +601 +26%
CF
1099
Clarity Financial
Texas
$262K -$6.79K -79 -3%
NECFA
1100
New England Capital Financial Advisors
Connecticut
$262K +$86 +1 +0%