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Name Holding Trade Value Shares
Change
Change in
Stake
ST
2176
Sabal Trust
Florida
$372K -$28.6K -99 -7%
WWMSC
2177
Wagner Wealth Management (South Carolina)
South Carolina
$371K +$356K +1,233 New
ITIM
2178
Indiana Trust & Investment Management
Indiana
$370K
WG
2179
Wealth Group
North Carolina
$370K +$354K +1,227 New
BFC
2180
Bedel Financial Consulting
Indiana
$370K +$4.04K +14 +1%
AC
2181
Avory & Company
Florida
$369K -$100K -348 -22%
WA
2182
Wealth Architects
California
$369K -$19.3K -67 -5%
B
2183
Bellecapital
Switzerland
$369K
GMA
2184
Glassy Mountain Advisors
Maryland
$369K
RFA
2185
Resurgent Financial Advisors
Georgia
$368K +$2.6K +9 +0.7%
LF
2186
Lantz Financial
Illinois
$368K +$13.8K +48 +4%
WKSWA
2187
White Knight Strategic Wealth Advisors
New Jersey
$367K
CFO
2188
Collective Family Office
Pennsylvania
$366K -$13.3K -46 -4%
HB
2189
HTLF Bank
Colorado
$364K -$14.4K -50 -4%
SG
2190
Somerset Group
Minnesota
$363K +$2.88K +10 +0.8%
JF
2191
JSF Financial
California
$363K
FFA
2192
Florida Financial Advisors
Florida
$362K +$91.5K +317 +36%
PCM
2193
Princeton Capital Management
New Jersey
$361K
GCA
2194
Gradient Capital Advisors
California
$360K +$2.02K +7 +0.6%
FOA
2195
Five Oceans Advisors
California
$360K
WA
2196
Wealthstar Advisors
Texas
$359K +$21.4K +74 +7%
DCM
2197
DGS Capital Management
New Jersey
$359K -$9.23K -32 -3%
GFA
2198
Gallagher Fiduciary Advisors
Illinois
$357K -$7.5K -26 -2%
FAT
2199
First American Trust
California
$357K +$24.2K +84 +8%
SAG
2200
Spotlight Asset Group
Illinois
$357K