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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
2551
TS Financial Group (TSFG)
Illinois
$386K -$4.02K -28 -1%
MC
2552
Matisse Capital
Oregon
$383K +$717 +5 +0.2%
PFA
2553
Pettinga Financial Advisors
Indiana
$382K -$7.6K -53 -2%
HFS
2554
Howard Financial Services
Texas
$382K -$1.58K -11 -0.5%
FA
2555
Fiducient Advisors
Illinois
$382K +$45.2K +315 +16%
UFA
2556
US Financial Advisors
Massachusetts
$381K – – –
BOM
2557
Bank of Marin
California
$380K -$192K -1,341 -36%
LF
2558
Lee Financial
Texas
$380K +$11.2K +78 +3%
ACM
2559
AUA Capital Management
Pennsylvania
$378K -$21.5K -150 -6%
P
2560
Paradiem
Louisiana
$374K – – –
FFG
2561
Frisch Financial Group
New York
$373K -$181K -1,263 -36%
VFP
2562
Verus Financial Partners
Virginia
$373K +$317K +2,208 New
SLA
2563
Silver Lake Advisory
Utah
$372K -$232K -1,619 -42%
PCMC
2564
Paragon Capital Management (Colorado)
Colorado
$371K +$860 +6 +0.3%
HWMA
2565
Heritage Wealth Management (Arizona)
Arizona
$371K +$326K +2,276 New
CIP
2566
Capital Insight Partners
Arizona
$371K +$327K +2,279 New
SCG
2567
Sonata Capital Group
Washington
$370K – – –
TSWM
2568
Tyler-Stone Wealth Management
Ohio
$369K +$2.01K +14 +0.6%
PGA
2569
Portland Global Advisors
Maine
$366K -$28.7K -200 -8%
TCB
2570
Texas Capital Bancshares
Texas
$366K -$9.61K -67 -3%
KOC
2571
Koss-Olinger Consulting
Florida
$365K -$91.8K -640 -22%
UL
2572
Unionview LLC
Washington
$364K -$8.61K -60 -3%
HFG
2573
Heron Financial Group
New York
$363K -$21.4K -149 -6%
DU
2574
Delphia (USA)
Ontario, Canada
$363K +$33K +230 +11%
LSC
2575
Lesa Sroufe & Co
Washington
$362K – – –