Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1176
Means Investment Company
Maine
$284K -$8.87K -80 -3%
CFP
1177
Catalyst Financial Partners
Massachusetts
$283K -$12K -108 -4%
CPW
1178
Crestmont Private Wealth
Texas
$281K +$284K +2,564 New
LBC
1179
Lowe Brockenbrough & Co
Virginia
$281K -$2.33K -21 -0.8%
PT
1180
Plimoth Trust
Massachusetts
$281K – – –
WFS
1181
Widmann Financial Services
Maryland
$280K – – –
PIA
1182
Polaris Investment Advisors
Massachusetts
$278K – – –
ISB
1183
Iowa State Bank
Iowa
$277K – – –
CCA
1184
Cadent Capital Advisors
Oklahoma
$277K +$1.55K +14 +0.6%
BL
1185
BFSG LLC
California
$276K – – –
CWMK
1186
Caliber Wealth Management (Kansas)
Kansas
$276K +$5.87K +53 +2%
EFG
1187
Everhart Financial Group
Ohio
$276K +$52.8K +476 +23%
AW
1188
Apricus Wealth
South Carolina
$275K – – –
GWM
1189
GDS Wealth Management
Texas
$275K – – –
SFSG
1190
Sound Financial Strategies Group
Mississippi
$275K -$397K -3,585 -59%
VIP
1191
Value Investment Professionals
New York
$274K – – –
C
1192
Certuity
Florida
$274K +$277K +2,499 New
AFA
1193
Allium Financial Advisors
Oregon
$273K – – –
BIM
1194
Bridges Investment Management
Nebraska
$273K -$31K -280 -10%
BFG
1195
Beacon Financial Group
Texas
$272K +$1.55K +14 +0.6%
FPW
1196
Flywheel Private Wealth
California
$272K – – –
VCM
1197
Versant Capital Management
Arizona
$272K +$58.6K +529 +27%
AWA
1198
Argos Wealth Advisors
California
$271K – – –
DE
1199
Diversified Enterprises
Delaware
$271K +$46.3K +418 +20%
NECFA
1200
New England Capital Financial Advisors
Connecticut
$270K -$33.1K -299 -11%