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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2601
Providence Wealth Advisors
Illinois
$903K +$13.6K +15 +1%
KFA
2602
Kapstone Financial Advisors
Ohio
$903K -$35.3K -39 -4%
LWM
2603
Liberty Wealth Management
California
$902K +$90.6K +100 +11%
BSB
2604
Bangor Savings Bank
Maine
$902K +$8.16K +9 +0.9%
MM
2605
MQS Management
New York
$901K +$232K +256 +32%
MWM
2606
MorganRosel Wealth Management
Colorado
$899K -$246K -271 -21%
DWMS
2607
Dominguez Wealth Management Solutions
Virginia
$898K
FFG
2608
Frisch Financial Group
New York
$896K -$19.9K -22 -2%
Fuller & Thaler Asset Management
2609
Fuller & Thaler Asset Management
California
$896K
PP
2610
Postrock Partners
Oregon
$895K
PIM
2611
Profit Investment Management
Maryland
$893K
AU
2612
AlphaGrep UK
$893K +$938K +1,035 New
WAS
2613
Westco Advisory Services
New York
$893K +$938K +1,035 New
APWA
2614
Atlas Private Wealth Advisors
New Jersey
$892K -$58K -64 -6%
FBT
2615
First Bankers Trust
Kentucky
$892K -$22.7K -25 -2%
SGC
2616
Slocum, Gordon & Co
Rhode Island
$891K +$936K +1,033 New
KAS
2617
KPP Advisory Services
Kentucky
$890K -$47.1K -52 -5%
GFG
2618
GR Financial Group
Arizona
$888K +$906 +1 +0.1%
ODIJL
2619
One Day In July LLC
Vermont
$887K +$19K +21 +2%
SSW
2620
Smith Shellnut Wilson
Mississippi
$887K -$377K -416 -29%
EFSCE
2621
Enterprise Financial Services Corp (EFSC)
Missouri
$887K +$109K +120 +13%
KFS
2622
Kaizen Financial Strategies
California
$885K +$2.72K +3 +0.3%
BIM
2623
Barton Investment Management
Pennsylvania
$883K
CFG
2624
CKW Financial Group
Hawaii
$881K
SIC
2625
SJS Investment Consulting
Ohio
$881K +$5.44K +6 +0.6%