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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1201
Severin Investments
Missouri
$672K +$143K +4,265 +25%
PWAM
1202
Private Wealth Asset Management
Iowa
$670K -$40.4K -1,206 -5%
MSFS
1203
Main Street Financial Solutions
Pennsylvania
$669K +$150K +4,461 +26%
FAT
1204
First American Trust
California
$668K -$12.6K -375 -2%
PSB
1205
Piscataqua Savings Bank
New Hampshire
$666K -$9.99K -298 -1%
AFP
1206
Ausdal Financial Partners
Iowa
$662K +$132K +3,927 +23%
FFG
1207
Fortem Financial Group
California
$660K -$82.6K -2,465 -10%
CPIG
1208
Chicago Partners Investment Group
Illinois
$659K +$123K +3,683 +20%
FAFN
1209
First Affirmative Financial Network
Colorado
$658K -$37.1K -1,108 -5%
IFG
1210
Independent Financial Group
California
$657K -$156K -4,651 -18%
PA
1211
Persium Advisors
Georgia
$656K +$87.2K +2,602 +14%
SIA
1212
SGL Investment Advisors
Montana
$655K +$9.89K +295 +1%
SMA
1213
Sage Mountain Advisors
Georgia
$654K -$15.4K -459 -2%
CCB
1214
Country Club Bank
Missouri
$654K -$23.7K -707 -3%
WI
1215
WBI Investments
New Jersey
$650K -$154K -4,607 -18%
DWA
1216
Douglass Winthrop Advisors
New York
$646K +$47.1K +1,404 +7%
LWCFA
1217
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$645K -$97.2K -2,900 -12%
OFG
1218
OmniStar Financial Group
North Carolina
$644K +$137K +4,092 +25%
BC
1219
Brio Consultants
California
$638K +$187K +5,582 +38%
JWA
1220
JFS Wealth Advisors
Pennsylvania
$637K +$95.2K +2,841 +16%
AOWM
1221
Alpha Omega Wealth Management
Virginia
$637K -$96.5K -2,879 -12%
ICP
1222
Interchange Capital Partners
Pennsylvania
$635K -$19.5K -583 -3%
GSEP
1223
Golden State Equity Partners
California
$634K +$31.4K +937 +5%
CT
1224
Coastline Trust
Rhode Island
$633K -$86.1K -2,570 -11%
SMA
1225
Seven Mile Advisory
New Jersey
$631K +$126K +3,757 +23%