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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1726
Trivium Point Advisory
Connecticut
$357K +$357K +9,125 New
SW
1727
SlateStone Wealth
Florida
$357K -$69.7K -1,780 -16%
SIC
1728
Sigma Investment Counselors
Michigan
$357K
CG
1729
CFO4Life Group
Texas
$356K +$7.36K +188 +2%
WIM
1730
WealthPlan Investment Management
Nebraska
$356K +$2.7K +69 +0.8%
CIM
1731
CIM Investment Management
Pennsylvania
$356K -$2.07K -53 -0.6%
LBC
1732
Lowe Brockenbrough & Co
Virginia
$355K -$121K -3,093 -25%
GCM
1733
Gladius Capital Management
Illinois
$355K +$74.2K +1,895 +26%
RBC
1734
Romano Brothers & Co
Illinois
$354K -$27.4K -700 -7%
BL
1735
Balentine LLC
Georgia
$354K -$2.91M -74,321 -89%
FGA
1736
Fortis Group Advisors
New Jersey
$354K -$32.4K -829 -8%
SFG
1737
SNS Financial Group
Minnesota
$353K +$10.1K +257 +3%
OWA
1738
Opal Wealth Advisors
New York
$353K -$32.6K -833 -8%
LA
1739
Latitude Advisors
Florida
$353K +$20.8K +531 +6%
CHC
1740
City Holding Co
West Virginia
$352K +$12.5K +319 +4%
BDFN
1741
Bond & Devick Financial Network
Minnesota
$351K +$50.9K +1,300 +17%
AWM
1742
Aries Wealth Management
Maine
$351K -$189K -4,817 -35%
ECG
1743
Edge Capital Group
Georgia
$350K -$37.4K -955 -10%
RWM
1744
Rockline Wealth Management
New York
$350K +$58.3K +1,489 +20%
Members Trust
1745
Members Trust
Florida
$349K -$4.97K -127 -1%
PSFG
1746
Prairie Sky Financial Group
Illinois
$349K -$11.8K -302 -3%
CCA
1747
Childress Capital Advisors
Texas
$349K -$99.2K -2,534 -22%
AF
1748
Apexium Financial
Texas
$349K -$22.1K -564 -6%
TAM
1749
Taurus Asset Management
New York
$347K -$15.7K -400 -4%
MWP
1750
Meridian Wealth Partners
Pennsylvania
$347K +$3.09K +79 +0.9%