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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2426
Barrett & Company
Rhode Island
$520K +$1.64K +24 +0.3%
WFS
2427
Widmann Financial Services
Maryland
$520K +$40.9K +600 +9%
BH
2428
Burk Holdings
Oklahoma
$520K +$140K +2,057 +37%
SPI
2429
Sutton Place Investors
New York
$519K +$11.2K +165 +2%
LGA
2430
Lebenthal Global Advisors
New York
$519K -$196K -2,870 -27%
ATFA
2431
All Terrain Financial Advisors
Minnesota
$518K – – –
NFTC
2432
North Forty Two & Co
Oregon
$518K – – –
OSNBOA
2433
Old Second National Bank of Aurora
Illinois
$518K +$545 +8 +0.1%
SL
2434
Sentinus LLC
Illinois
$517K +$65K +954 +14%
PFGIA
2435
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$86.8K -1,273 -14%
EW
2436
Elyxium Wealth
California
$516K -$31.6K -463 -6%
KA
2437
KDT Advisors
New York
$515K -$187K -2,750 -27%
PAS
2438
Professional Advisory Services
Florida
$515K – – –
BWM
2439
BigSur Wealth Management
Florida
$513K – – –
MPWS
2440
McCarter Private Wealth Services
Massachusetts
$513K +$8.32K +122 +2%
NAMP
2441
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$512K – – –
OFA
2442
Oak Family Advisors
Illinois
$512K +$71.9K +1,055 +16%
BAWM
2443
Bennett Associates Wealth Management
Pennsylvania
$511K +$4.43K +65 +0.9%
PPC
2444
Park Place Capital
Alabama
$511K -$13.1K -192 -3%
MHC
2445
May Hill Capital
Massachusetts
$509K +$22.1K +324 +5%
SPWM
2446
Spartan Planning & Wealth Management
North Carolina
$508K -$2.04K -30 -0.4%
TA
2447
TrueWealth Advisors
Alabama
$508K -$11.5K -168 -2%
RF
2448
Rossby Financial
Florida
$508K +$46.3K +679 +10%
BFS
2449
BridgePort Financial Solutions
Iowa
$507K +$232K +3,409 +85%
FFA
2450
Florida Financial Advisors
Florida
$506K -$28.4K -416 -5%