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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1226
Everhart Financial Group
Ohio
$532K +$129K +823 +38%
TWP
1227
Tyche Wealth Partners
Texas
$531K +$47.1K +300 +11%
BI
1228
Bramshill Investments
Florida
$531K +$471K +3,000 New
SCM
1229
Sterneck Capital Management
Missouri
$530K +$10.4K +66 +2%
LF
1230
Lantz Financial
Illinois
$529K -$6.28K -40 -1%
MAWA
1231
Moss Adams Wealth Advisors
Washington
$529K +$40.2K +256 +9%
RCI
1232
RS Crum Inc
California
$529K +$10.8K +69 +2%
AB
1233
ANB Bank
Colorado
$529K +$469K +2,986 New
FNT
1234
First National Trust
Pennsylvania
$526K -$54.3K -346 -10%
CIAS
1235
CFS Investment Advisory Services
New Jersey
$523K +$23.2K +148 +5%
SCA
1236
Sippican Capital Advisors
Massachusetts
$523K -$723K -4,604 -61%
BHC
1237
Bowen Hanes & Co
Florida
$522K -$525K -3,345 -53%
CA
1238
Cornerstone Advisory
Maryland
$522K +$59.3K +378 +15%
LWM
1239
Lodestone Wealth Management
Washington
$522K +$314 +2 +0.1%
BCG
1240
Breakwater Capital Group
New Jersey
$522K +$68.6K +437 +17%
AFT
1241
Alpha Family Trust
California
$520K +$461K +2,940 New
CA
1242
CoreCap Advisors
Michigan
$519K +$36.4K +232 +9%
AC
1243
Avestar Capital
New York
$518K +$140K +893 +44%
HPC
1244
HM Payson & Co
Maine
$518K -$25.6K -163 -5%
NCM
1245
Narwhal Capital Management
Georgia
$516K -$1.57K -10 -0.3%
MPWT
1246
MassMutual Private Wealth & Trust
Connecticut
$516K +$33.6K +214 +8%
BBP
1247
Banco BTG Pactual
Brazil
$516K +$471K +3,000 New
VHAM
1248
Van Hulzen Asset Management
California
$515K -$37.8K -241 -8%
EIP
1249
Ellis Investment Partners
Pennsylvania
$515K +$42.4K +270 +10%
SIS
1250
Sound Income Strategies
Florida
$514K -$5.81K -37 -1%