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Name Holding Trade Value Shares
Change
Change in
Stake
PW
1726
Price Wealth
Texas
$279K -$599K -13,782 -70%
IWA
1727
Inspirion Wealth Advisors
Illinois
$279K -$32.6K -751 -11%
AP
1728
Atwood & Palmer
Missouri
$278K
DTC
1729
Davidson Trust Company
Washington
$278K
SNT
1730
Security National Trust
West Virginia
$276K -$19.6K -450 -7%
LJAC
1731
L.J. Altfest & Co
New York
$276K +$259K +5,963 New
SWM
1732
Sugarloaf Wealth Management
Georgia
$275K -$19.3K -445 -7%
PO
1733
Private Ocean
California
$275K
EI
1734
Ellevest Inc
New York
$275K +$46.5K +1,069 +22%
AF
1735
Alerus Financial
North Dakota
$274K -$8.74K -201 -3%
NFG
1736
Nations Financial Group
Iowa
$273K -$388K -8,913 -60%
VC
1737
Veracity Capital
Georgia
$273K -$9.22K -212 -3%
Walleye Capital
1738
Walleye Capital
New York
$273K +$257K +5,912 New
JGIA
1739
Jackson Grant Investment Advisers
Connecticut
$272K +$261 +6 +0.1%
PFA
1740
Pure Financial Advisors
California
$272K +$256K +5,885 New
CFFP
1741
Center for Financial Planning
Michigan
$271K +$9.78K +225 +4%
EI
1742
EDMP Inc
Florida
$270K -$7.74K -178 -3%
TBNY
1743
Trustco Bank (New York)
New York
$268K
TA
1744
Trellis Advisors
Washington
$268K +$5.83K +134 +2%
FPCG
1745
Fort Pitt Capital Group
Pennsylvania
$267K -$762K -17,532 -75%
PIMG
1746
Patriot Investment Management Group
Tennessee
$267K +$43 +1 +0%
BOPW
1747
Brandywine Oak Private Wealth
Pennsylvania
$267K +$7.83K +180 +3%
I
1748
INVST
Indiana
$267K +$250K +5,740 New
KA
1749
Kovack Advisors
Florida
$266K -$184K -4,231 -42%
LF
1750
Lantz Financial
Illinois
$266K +$250K +5,750 New