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Name Holding Trade Value Shares
Change
Change in
Stake
SNB
2501
Security National Bank
Nebraska
$345K +$29.1K +514 +9%
GTCM
2502
Gyon Technologies Capital Management
New Jersey
$344K +$349K +6,171 New
CWMGP
2503
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$343K -$30.3K -536 -8%
CHAM
2504
Clear Harbor Asset Management
Connecticut
$343K -$13.8K -243 -4%
VAS
2505
Valicenti Advisory Services
New York
$343K +$3.23K +57 +0.9%
NRI
2506
NFP Retirement Inc
California
$343K +$129K +2,284 +59%
DA
2507
Dillon & Associates
Michigan
$342K – – –
C
2508
Covestor
United Kingdom
$342K +$240K +4,248 +225%
CAM
2509
Cacti Asset Management
Georgia
$340K – – –
SCA
2510
St. Clair Advisors
Ohio
$340K -$22.6K -400 -6%
GSWM
2511
Golden State Wealth Management
California
$339K -$557K -9,848 -62%
CIM
2512
Contravisory Investment Management
Massachusetts
$339K -$57.1K -1,010 -14%
VAM
2513
Verity Asset Management
North Carolina
$339K -$11.8K -208 -3%
AC
2514
ASB Consultores
Florida
$339K – – –
FAM
2515
Flaharty Asset Management
Florida
$338K -$28.5K -503 -8%
Waverly Advisors
2516
Waverly Advisors
Alabama
$338K -$8.04K -142 -2%
AMIM
2517
Aull & Monroe Investment Management
Alabama
$338K – – –
KW
2518
KWB Wealth
California
$337K – – –
OFG
2519
Oxford Financial Group
Indiana
$336K -$76.4K -1,350 -18%
CIC
2520
Cutler Investment Counsel
Oregon
$336K +$1.98K +35 +0.6%
CPC
2521
Consolidated Planning Corp
Georgia
$336K +$13.9K +246 +4%
FCMT
2522
Founders Capital Management (Texas)
Texas
$335K – – –
CGFA
2523
Colton Groome Financial Advisors
North Carolina
$334K -$912K -16,118 -73%
W
2524
WealthOne
New York
$334K -$25.4K -448 -7%
MAA
2525
Mraz Amerine & Associates
California
$334K – – –