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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
901
J.W. Coons Advisors
Ohio
$317K
RWA
902
Redhawk Wealth Advisors
Minnesota
$317K +$292K +1,311 New
FPIS
903
Financial Planning & Information Services
Wisconsin
$315K
TFF
904
The Family Firm
Maryland
$314K +$669 +3 +0.2%
ST
905
Spinnaker Trust
Maine
$314K +$13.8K +62 +5%
FFG
906
Ford Financial Group
California
$313K
BSA
907
Bull Street Advisors
Georgia
$312K
PT
908
Plimoth Trust
Massachusetts
$311K
FBT
909
First Bankers Trust
Kentucky
$309K -$14K -63 -5%
NIM
910
Northeast Investment Management
Massachusetts
$309K
GC
911
Grimes & Company
Massachusetts
$308K -$14.7K -66 -5%
IC
912
Intersect Capital
California
$305K +$19.8K +89 +8%
TFS
913
TrustCore Financial Services
Tennessee
$304K -$28.1K -126 -9%
LDB
914
Lee, Danner & Bass
Tennessee
$304K
WAP
915
Wealthcare Advisory Partners
Pennsylvania
$301K +$278K +1,245 New
LBC
916
Lowe Brockenbrough & Co
Virginia
$300K
TCOT
917
Trust Company of Toledo
Ohio
$299K -$38.6K -173 -12%
KFP
918
KB Financial Partners
New Jersey
$299K +$276K +1,237 New
CCM
919
Coldstream Capital Management
Washington
$297K +$51.5K +231 +23%
GWM
920
Gray Wealth Management
Maine
$296K
PFS
921
Prospera Financial Services
Texas
$294K -$70K -314 -20%
XT
922
XTX Topco
Cayman Islands
$294K +$271K +1,216 New
FWM
923
Fairhaven Wealth Management
Illinois
$293K -$17.4K -78 -6%
JWCA
924
J.W. Cole Advisors
Florida
$291K +$31.7K +142 +13%
CAL
925
Capital Analysts LLC
Pennsylvania
$290K -$4.46K -20 -2%