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Name Holding Trade Value Shares
Change
Change in
Stake
OAS
851
Optivise Advisory Services
Tennessee
$220K +$229K +6,108 New
GI
852
GAMCO Investors
Connecticut
$220K +$21.5K +574 +10%
NCM
853
Noesis Capital Mangement
Florida
$220K
LJAC
854
L.J. Altfest & Co
New York
$219K -$1.05K -28 -0.5%
Empower Advisory Group
855
Empower Advisory Group
Colorado
$219K -$85.4K -2,280 -27%
EB
856
Emprise Bank
Kansas
$218K
LW
857
Lauer Wealth
Indiana
$217K +$232K +6,186 New
CNBT
858
Canandaigua National Bank & Trust
New York
$216K
VBFP
859
Valtinson Bruner Financial Planning
Minnesota
$215K
EHWM
860
Eads & Heald Wealth Management
Georgia
$215K +$3.9K +104 +2%
ATPW
861
Ashton Thomas Private Wealth
Arizona
$215K -$187 -5 -0.1%
BGAI
862
Bruce G. Allen Investments
Colorado
$215K -$300 -8 -0.1%
AWS
863
Arkfeld Wealth Strategies
Nebraska
$214K +$2.59K +69 +1%
FB
864
First Bancorp
Maine
$214K +$9.74K +260 +5%
I2I
865
Insight 2811 Inc
Illinois
$213K
Capstone Investment Advisors
866
Capstone Investment Advisors
New York
$213K +$221K +5,900 New
SFI
867
SPC Financial Inc
Maryland
$213K +$221K +5,899 New
DWM
868
Drive Wealth Management
Utah
$212K +$6.59K +176 +3%
MAWA
869
Moss Adams Wealth Advisors
Washington
$212K
WSCM
870
Wellington Shields Capital Management
New York
$211K
FHA
871
First Horizon Advisors
Tennessee
$211K +$75 +2 +0%
MFA
872
Mayflower Financial Advisors
Massachusetts
$211K +$12.6K +335 +6%
GWA
873
Gratus Wealth Advisors
Virginia
$210K
POIA
874
Pin Oak Investment Advisors
Texas
$210K -$37.5K -1,000 -15%
HP
875
Holistic Planning
Texas
$210K