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Name Holding Trade Value Shares
Change
Change in
Stake
PGFG
2051
Pine Grove Financial Group
Minnesota
$222K -$47.7K -271 -16%
GSB
2052
Greenfield Savings Bank
Massachusetts
$222K -$209K -1,189 -46%
SHFG
2053
S Harris Financial Group
Texas
$222K -$113K -640 -31%
TCM
2054
Tandem Capital Management
New Jersey
$222K – – –
DWS
2055
Dynamic Wealth Strategies
California
$222K +$14.9K +85 +6%
BPFA
2056
Barnes Pettey Financial Advisors
Mississippi
$221K -$13.2K -75 -5%
CFIA
2057
Cantor Fitzgerald Investment Advisors
New York
$221K – – –
AOWM
2058
Alpha Omega Wealth Management
Virginia
$220K -$30.8K -175 -11%
CPCM
2059
Cardinal Point Capital Management
Ontario, Canada
$219K – – –
WFI
2060
West Family Investments
California
$219K -$253K -1,439 -51%
FSA
2061
Franklin Street Advisors
North Carolina
$219K – – –
FFB
2062
First Financial Bankshares
Texas
$218K -$17.8K -101 -7%
BBP
2063
Banco BTG Pactual
Brazil
$218K +$244K +1,389 New
LW
2064
Livet Wealth
Utah
$217K +$6.86K +39 +3%
RPWA
2065
Regent Peak Wealth Advisors
Georgia
$217K +$27.6K +157 +13%
SP
2066
Stonebrook Private
Michigan
$216K -$30.2K -172 -11%
SR
2067
Swiss Re
Switzerland
$216K +$224K +1,276 +1,227%
LWM
2068
Lionshead Wealth Management
New York
$216K -$10K -57 -4%
LWM
2069
LJI Wealth Management
Indiana
$216K -$11.4K -65 -5%
EWA
2070
Eagle Wealth Advisors
Connecticut
$215K -$160K -909 -40%
CCWM
2071
Cassaday & Co Wealth Management
Virginia
$215K +$36.6K +208 +18%
CCA
2072
Corps Capital Advisors
Texas
$214K -$506K -2,877 -68%
GHA
2073
Granite Harbor Advisors
Texas
$214K +$22.2K +126 +10%
FAT
2074
First American Trust
California
$214K -$41.7K -237 -15%
PP
2075
Patron Partners
Texas
$214K -$9.67K -55 -4%