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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2076
Souders Financial Advisors
Ohio
$576K -$221K -4,654 -28%
PCH
2077
PGIM Custom Harvest
New Jersey
$576K +$376K +7,924 +189%
FNC
2078
First National Corp
Massachusetts
$572K -$38.5K -811 -6%
PFGIA
2079
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$129K -2,720 -18%
ML
2080
McAdam LLC
Pennsylvania
$571K +$11.5K +243 +2%
WAAG
2081
Wealth Alliance Advisory Group
Kansas
$570K -$958K -20,176 -63%
GCIA
2082
Gabelli & Co Investment Advisers
New York
$570K – – –
FWA
2083
FSM Wealth Advisors
Ohio
$569K -$3.47K -73 -0.6%
CWS
2084
Cypress Wealth Services
California
$568K -$18.6K -392 -3%
GEA
2085
Glen Eagle Advisors
New Jersey
$568K -$78.1K -1,645 -12%
BW
2086
Basepoint Wealth
Iowa
$568K -$9.12K -192 -2%
Fiera Capital (Canada)
2087
Fiera Capital (Canada)
Quebec, Canada
$567K -$239K -5,037 -30%
CCIA
2088
Cherry Creek Investment Advisors
Colorado
$566K -$103K -2,172 -15%
APA
2089
Astoria Portfolio Advisors
New York
$564K -$129K -2,717 -19%
AAM
2090
Aureus Asset Management
Massachusetts
$562K -$104K -2,190 -16%
HNWAG
2091
High Net Worth Advisory Group
Florida
$561K – – –
CFS
2092
CRA Financial Services
New Jersey
$561K -$10.3K -216 -2%
CWM
2093
Cahaba Wealth Management
Georgia
$561K +$560K +11,802 New
PCMC
2094
Paragon Capital Management (Colorado)
Colorado
$561K +$997 +21 +0.2%
MFWP
2095
Mosaic Family Wealth Partners
Missouri
$560K -$181K -3,819 -24%
CCG
2096
Catalina Capital Group
California
$558K -$97.2K -2,047 -15%
MTIM
2097
Marathon Trading Investment Management
Pennsylvania
$557K +$42.5K +896 +8%
SPIO
2098
Seven Post Investment Office
California
$555K +$554K +11,674 New
KCIC
2099
Kuhn & Co Investment Counsel
Illinois
$554K -$5.32K -112 -1%
LIA
2100
LBMC Investment Advisors
Tennessee
$553K +$285 +6 +0.1%