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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1876
Proficio Capital Partners
Massachusetts
$221K -$2.19K -10 -0.9%
SW
1877
Simplicity Wealth
New Jersey
$221K -$20.1K -92 -7%
FCM
1878
Firestone Capital Management
Florida
$221K
TDC
1879
Thompson Davis & Co
Virginia
$220K -$16.4K -75 -6%
CB
1880
Community Bank
New York
$220K
FFS
1881
Founders Financial Securities
Maryland
$220K +$10.3K +47 +4%
LWP
1882
LMG Wealth Partners
Louisiana
$220K
MA
1883
MJP Associates
Connecticut
$220K +$6.13K +28 +3%
ACS
1884
Archford Capital Strategies
Illinois
$219K -$19K -87 -7%
E
1885
ETFidea
New York
$218K
MAA
1886
Matrix Asset Advisors
New York
$218K -$87.5K -400 -26%
FTC
1887
Farmers Trust Company
Ohio
$218K
MWM
1888
MinichMacGregor Wealth Management
New York
$217K
GFA
1889
Gallagher Fiduciary Advisors
Illinois
$217K +$875 +4 +0.4%
MIS
1890
Morningstar Investment Services
Illinois
$216K +$248K +1,132 New
V
1891
VeraBank
Texas
$215K
CFFP
1892
Center for Financial Planning
Michigan
$215K
PCMM
1893
Piedmont Capital Management (Montana)
Montana
$214K +$244K +1,115 New
PA
1894
Perennial Advisors
New York
$214K -$4.81K -22 -2%
MAM
1895
Meeder Asset Management
Ohio
$214K +$30.9K +141 +14%
SIS
1896
Sound Income Strategies
Florida
$214K +$58.6K +268 +32%
BI
1897
Bramshill Investments
Florida
$213K +$243K +1,112 New
EWS
1898
Evergreen Wealth Solutions
Pennsylvania
$213K +$243K +1,112 New
JF
1899
JSF Financial
California
$212K -$3.72K -17 -2%
RA
1900
Rational Advisors
New York
$212K -$159K -725 -40%