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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1301
Blue Fin Capital
Rhode Island
$298K +$23K +32 +9%
SMF
1302
Scott Marsh Financial
Utah
$296K +$265K +369 New
GIA
1303
Gladstone Institutional Advisory
Florida
$295K +$264K +368 New
APW
1304
Austin Private Wealth
Texas
$293K -$89.7K -125 -25%
TCOO
1305
Trust Company of Oklahoma
Oklahoma
$293K +$45.2K +63 +21%
MFFIA
1306
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$293K +$262K +365 New
SQA
1307
Simon Quick Advisors
New Jersey
$290K -$1.24M -1,734 -83%
DWAM
1308
Duncan Williams Asset Management
Tennessee
$290K +$260K +362 New
SIMG
1309
Stephens Investment Management Group
Texas
$289K
SIG
1310
Sky Investment Group
Connecticut
$289K +$1.44K +2 +0.6%
TWM
1311
Tradition Wealth Management
Minnesota
$288K +$2.87K +4 +1%
WLIM
1312
White Lighthouse Investment Management
Massachusetts
$286K
MG
1313
Mather Group
Illinois
$285K -$52.4K -73 -17%
PGWM
1314
Parisi Gray Wealth Management
New Jersey
$283K +$253K +353 New
SFS
1315
Strategic Financial Services
New York
$282K
TBA
1316
Tower Bridge Advisors
Pennsylvania
$282K
SRC
1317
Shufro Rose & Co
New York
$282K
WDL
1318
Well Done LLC
Michigan
$281K
WFG
1319
Wills Financial Group
Virginia
$281K +$252K +351 New
PAA
1320
Peregrine Asset Advisers
Oregon
$281K +$718 +1 +0.3%
JSW
1321
Journey Strategic Wealth
New Jersey
$279K -$223K -311 -47%
PWP
1322
Phillips Wealth Planners
Mississippi
$278K -$7.89K -11 -3%
T
1323
Tidemark
California
$277K +$2.15K +3 +0.9%
HWA
1324
HCR Wealth Advisors
California
$276K
MA
1325
MONECO Advisors
Connecticut
$274K +$245K +342 New