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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
2251
Blue Fin Capital
Rhode Island
$509K -$134K -2,679 -21%
TA
2252
TrueWealth Advisors
Alabama
$507K +$21.7K +435 +4%
TFF
2253
The Family Firm
Maryland
$507K +$1.8K +36 +0.4%
FPGK
2254
Financial Partners Group (Kansas)
Kansas
$506K +$12.9K +259 +3%
SWM
2255
Silverlake Wealth Management
Vermont
$506K -$407K -8,148 -45%
SIA
2256
Soltis Investment Advisors
Utah
$506K -$79.5K -1,594 -14%
SDAM
2257
Shulman DeMeo Asset Management
New York
$505K +$28.4K +570 +6%
FOA
2258
Five Oceans Advisors
California
$504K -$1.95K -39 -0.4%
TA
2259
TFB Advisors
Kansas
$503K +$536K +10,743 New
FFC
2260
First Financial Corp
Indiana
$502K -$62.7K -1,256 -11%
IP
2261
Ignite Planners
California
$502K -$45K -902 -8%
QWP
2262
Quotient Wealth Partners
Texas
$500K -$23.3K -467 -4%
GWA
2263
GGM Wealth Advisors
Maryland
$500K -$150K -3,000 -23%
WPC
2264
Waters Parkerson & Co
Louisiana
$500K +$115K +2,309 +30%
HTIM
2265
Harbour Trust & Investment Management
Indiana
$499K -$38.9K -780 -7%
MFG
2266
Magnus Financial Group
New York
$499K +$2.35K +47 +0.5%
HFAS
2267
Hummer Financial Advisory Services
Illinois
$498K +$2.5K +50 +0.5%
WWM
2268
Waterway Wealth Management
Texas
$497K +$40.5K +812 +9%
CB
2269
Centennial Bank
Arkansas
$497K -$38K -762 -7%
PIM
2270
Profit Investment Management
Maryland
$497K
FNBSF
2271
First National Bank Sioux Falls
South Dakota
$495K
FMI
2272
F/M Investments
District of Columbia
$495K -$118K -2,374 -19%
FIC
2273
FCG Investment Company
Tennessee
$493K +$275K +5,518 +126%
CH
2274
Canton Hathaway
Rhode Island
$493K
SCM
2275
Sterneck Capital Management
Missouri
$492K +$83.8K +1,680 +21%