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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1726
Fagan Associates
New York
$280K +$9.09K +209 +4%
PW
1727
Price Wealth
Texas
$279K -$599K -13,782 -70%
IWA
1728
Inspirion Wealth Advisors
Illinois
$279K -$32.6K -751 -11%
AP
1729
Atwood & Palmer
Missouri
$278K – – –
DTC
1730
Davidson Trust Company
Washington
$278K – – –
SNT
1731
Security National Trust
West Virginia
$276K -$19.6K -450 -7%
LJAC
1732
L.J. Altfest & Co
New York
$276K +$259K +5,963 New
SWM
1733
Sugarloaf Wealth Management
Georgia
$275K -$19.3K -445 -7%
PO
1734
Private Ocean
California
$275K – – –
EI
1735
Ellevest Inc
New York
$275K +$46.5K +1,069 +22%
AF
1736
Alerus Financial
North Dakota
$274K -$8.74K -201 -3%
NFG
1737
Nations Financial Group
Iowa
$273K -$388K -8,913 -60%
VC
1738
Veracity Capital
Georgia
$273K -$9.22K -212 -3%
Walleye Capital
1739
Walleye Capital
New York
$273K +$257K +5,912 New
JGIA
1740
Jackson Grant Investment Advisers
Connecticut
$272K +$261 +6 +0.1%
PFA
1741
Pure Financial Advisors
California
$272K +$256K +5,885 New
CFFP
1742
Center for Financial Planning
Michigan
$271K +$9.78K +225 +4%
EI
1743
EDMP Inc
Florida
$270K -$7.74K -178 -3%
TBNY
1744
Trustco Bank (New York)
New York
$268K – – –
TA
1745
Trellis Advisors
Washington
$268K +$5.83K +134 +2%
FPCG
1746
Fort Pitt Capital Group
Pennsylvania
$267K -$762K -17,532 -75%
PIMG
1747
Patriot Investment Management Group
Tennessee
$267K +$43 +1 +0%
BOPW
1748
Brandywine Oak Private Wealth
Pennsylvania
$267K +$7.83K +180 +3%
I
1749
INVST
Indiana
$267K +$250K +5,740 New
KA
1750
Kovack Advisors
Florida
$266K -$184K -4,231 -42%