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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1876
First Bankers Trust
Kentucky
$435K
SFP
1877
Shepherd Financial Partners
Massachusetts
$434K -$2.25K -9 -0.6%
EFG
1878
Everhart Financial Group
Ohio
$434K +$102K +409 +34%
PIA
1879
Pinion Investment Advisors
Kansas
$434K +$403K +1,614 New
NG
1880
Northstar Group
New York
$433K
MCWS
1881
McKinley Carter Wealth Services
West Virginia
$433K +$11.2K +45 +3%
LWA
1882
Lineweaver Wealth Advisors
Ohio
$431K +$46.2K +185 +13%
EFSCE
1883
Enterprise Financial Services Corp (EFSC)
Missouri
$431K +$10.2K +41 +3%
KIA
1884
KLR Investment Advisors
Rhode Island
$431K +$12.5K +50 +3%
CJFS
1885
Coulter & Justus Financial Services
Tennessee
$430K
MWM
1886
Merriman Wealth Management
Washington
$429K -$12K -48 -3%
VCM
1887
Vivaldi Capital Management
Illinois
$429K +$1.5K +6 +0.4%
AAM
1888
Aureus Asset Management
Massachusetts
$429K +$162K +650 +69%
HFA
1889
High Falls Advisors
New York
$427K +$25K +100 +7%
C
1890
Certuity
Florida
$426K -$3.99K -16 -1%
GWANC
1891
Guardian Wealth Advisors (North Carolina)
North Carolina
$425K -$499 -2 -0.1%
CFA
1892
CWS Financial Advisors
Michigan
$424K +$8.98K +36 +2%
SWM
1893
SFG Wealth Management
Maryland
$423K
TAM
1894
Taurus Asset Management
New York
$423K
RIS
1895
Retirement Income Solutions
Michigan
$422K -$37.4K -150 -9%
WFM
1896
Wolff Financial Management
Michigan
$421K +$391K +1,568 New
CWM
1897
Centurion Wealth Management
Virginia
$421K +$749 +3 +0.2%
IWA
1898
IVC Wealth Advisors
Pennsylvania
$420K +$5.74K +23 +1%
KWM
1899
Keebeck Wealth Management
Illinois
$420K +$6.24K +25 +2%
RVPG
1900
Relative Value Partners Group
$419K +$389K +1,557 New