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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1251
Fragasso Financial Advisors
Pennsylvania
$258K +$19.8K +172 +8%
FFS
1252
Founders Financial Securities
Maryland
$257K +$806 +7 +0.3%
ZF
1253
Zhang Financial
Michigan
$257K +$252K +2,190 New
SIC
1254
SJS Investment Consulting
Ohio
$256K -$6.45K -56 -2%
RFA
1255
Resurgent Financial Advisors
Georgia
$256K +$252K +2,187 New
IC
1256
IEQ Capital
California
$256K -$18.4K -160 -7%
MFG
1257
Midwest Financial Group
Kansas
$256K +$345 +3 +0.1%
BTWM
1258
Baker Tilly Wealth Management
Wisconsin
$256K +$230 +2 +0.1%
NP
1259
NorthRock Partners
Minnesota
$255K +$38.5K +334 +18%
KCM
1260
Kornitzer Capital Management
Kansas
$254K – – –
AIM
1261
Acropolis Investment Management
Missouri
$253K +$34K +295 +16%
ACA
1262
Affinity Capital Advisors
California
$252K -$18.2K -158 -7%
APW
1263
Acima Private Wealth
Virginia
$252K – – –
WFA
1264
Websterrogers Financial Advisors
South Carolina
$252K – – –
TWM
1265
Trueblood Wealth Management
Ohio
$251K – – –
FCM
1266
Fortis Capital Management
Washington
$251K +$246K +2,138 New
ONST
1267
Old North State Trust
North Carolina
$250K -$28.2K -245 -10%
ACM
1268
Argyle Capital Management
Pennsylvania
$249K – – –
MSCM
1269
McElhenny Sheffield Capital Management
Texas
$247K +$2.76K +24 +1%
PCS
1270
Private Client Services
Kentucky
$247K +$460 +4 +0.2%
ABTD
1271
Arvest Bank Trust Division
Oklahoma
$247K -$20.7K -180 -8%
BRG
1272
Bay Rivers Group
Virginia
$247K – – –
SA
1273
Sicart Associates
New York
$246K – – –
ORC
1274
O'Rourke & Company
Massachusetts
$245K -$13K -113 -5%
RCWM
1275
Royal Capital Wealth Management
Indiana
$244K +$115 +1 +0%