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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1301
Salem Investment Counselors
North Carolina
$1.06M -$12.5K -289 -1%
EWA
1302
Exencial Wealth Advisors
Oklahoma
$1.06M -$40.3K -935 -4%
BBA
1303
BLB&B Advisors
Pennsylvania
$1.06M -$81.1K -1,879 -7%
HFP
1304
Holistic Financial Partners
Indiana
$1.06M +$13K +302 +1%
SWA
1305
Stratos Wealth Advisors
Ohio
$1.06M -$23.5K -545 -2%
MSFS
1306
Main Street Financial Solutions
Pennsylvania
$1.05M +$165K +3,820 +19%
BTI
1307
Blue Trust Inc
Georgia
$1.05M +$83.2K +1,929 +9%
PAM
1308
Paradigm Asset Management
New York
$1.05M -$86.3K -2,000 -8%
VFPI
1309
Vantage Financial Partners (Illinois)
Illinois
$1.05M -$69K -1,600 -6%
WSC
1310
Wellington Shields & Co
New York
$1.05M
FCA
1311
FinTrust Capital Advisors
South Carolina
$1.05M -$235K -5,439 -18%
MHC
1312
Meyer Handelman Company
New York
$1.05M -$302K -7,000 -22%
FFA
1313
Farther Finance Advisors
California
$1.05M +$366K +8,490 +52%
MWA
1314
Midland Wealth Advisors
Illinois
$1.05M -$21.4K -497 -2%
MCM
1315
Mork Capital Management
California
$1.05M
FFC
1316
First Financial Corp
Indiana
$1.04M -$47.2K -1,093 -4%
FMWA
1317
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$11.6K -268 -1%
CGL
1318
Clarius Group LLC
Washington
$1.04M -$212K -4,917 -17%
SMC
1319
Smith, Moore & Co
Missouri
$1.04M -$26.8K -621 -3%
LIG
1320
Lokken Investment Group
Delaware
$1.04M +$95.9K +2,224 +10%
BSB
1321
Bangor Savings Bank
Maine
$1.04M -$5.26K -122 -0.5%
GA
1322
Geller Advisors
New York
$1.03M -$71.8K -1,664 -7%
GWCM
1323
Godshalk Welsh Capital Management
Pennsylvania
$1.03M -$14.1K -326 -1%
SFO
1324
Stokes Family Office
Louisiana
$1.03M +$55.4K +1,285 +6%
CFO
1325
CVA Family Office
Colorado
$1.02M +$1.47K +34 +0.1%