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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1076
Hudson Valley Investment Advisors
New York
$376K +$15.5K +148 +5%
AWM
1077
Aries Wealth Management
Maine
$376K
SIS
1078
Sound Income Strategies
Florida
$374K -$32.1K -306 -8%
NG
1079
Norden Group
Utah
$373K +$132K +1,256 +60%
PP
1080
PDS Planning
Ohio
$372K +$8.19K +78 +2%
PIM
1081
Plato Investment Management
Australia
$371K
HCM
1082
Howard Capital Management
Georgia
$370K -$229K -2,180 -40%
DA
1083
Dillon & Associates
Michigan
$370K -$22.7K -216 -6%
FCAS
1084
First Command Advisory Services
Texas
$370K +$91.4K +870 +36%
CP
1085
Canopy Partners
Ohio
$370K +$8.4K +80 +2%
CAG
1086
Crestwood Advisors Group
Massachusetts
$369K +$56.3K +536 +19%
CPRC
1087
Consolidated Portfolio Review Corp
New York
$368K -$10.2K -97 -3%
DOA
1088
D'Orazio & Associates
Virginia
$366K -$105 -1 -0%
CWG
1089
Cornerstone Wealth Group
North Carolina
$365K -$11.6K -110 -3%
WW
1090
Waterfront Wealth
Kansas
$365K
LFP
1091
Lakeshore Financial Planning
Michigan
$365K -$36.2K -345 -10%
DWM
1092
Diversify Wealth Management
Utah
$365K +$735 +7 +0.2%
PFGIA
1093
Patriot Financial Group Insurance Agency
Massachusetts
$364K -$73.2K -697 -18%
HBT
1094
Heartland Bank & Trust
Illinois
$363K
Fuller & Thaler Asset Management
1095
Fuller & Thaler Asset Management
California
$360K -$1.05K -10 -0.3%
MFG
1096
Marmo Financial Group
Tennessee
$360K +$1.68K +16 +0.5%
NAS
1097
NWF Advisory Services
California
$359K
ONST
1098
Old North State Trust
North Carolina
$359K +$6.72K +64 +2%
IPW
1099
Invictus Private Wealth
Colorado
$358K -$9.45K -90 -3%
LAI
1100
Legal Advantage Investments
California
$357K