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Name Holding Trade Value Shares
Change
Change in
Stake
KOC
3026
Koss-Olinger Consulting
Florida
$295K -$4.76K -32 -2%
MGWM
3027
Marks Group Wealth Management
Minnesota
$295K -$15K -101 -5%
BFAG
3028
Blackston Financial Advisory Group
Florida
$294K +$298K +2,000 New
GPW
3029
Gentry Private Wealth
Kansas
$294K +$2.53K +17 +0.9%
CFA
3030
Cahill Financial Advisors
Minnesota
$293K -$10.1K -68 -3%
ACM
3031
Armbruster Capital Management
New York
$293K +$14.4K +97 +5%
SFA
3032
Source Financial Advisors
New York
$293K -$24.9K -167 -8%
AWC
3033
Adamsbrown Wealth Consultants
Kansas
$292K -$9.97K -67 -3%
DWS
3034
Dynamic Wealth Strategies
California
$291K -$893 -6 -0.3%
HWMT
3035
Heritage Wealth Management (Texas)
Texas
$289K +$447 +3 +0.2%
MAM
3036
McLean Asset Management
Virginia
$289K -$4.61K -31 -2%
DA
3037
Dash Acquisitions
California
$289K – – –
KNW
3038
Kesler Norman & Wride
Utah
$289K +$47.6K +320 +19%
STB
3039
S&T Bank
Pennsylvania
$288K – – –
BP
3040
Broadleaf Partners
Ohio
$288K – – –
FI
3041
Financial Insights
Washington
$287K -$12.2K -82 -4%
BWG
3042
Boomfish Wealth Group
Georgia
$287K +$4.46K +30 +2%
HC
3043
Henshaw Capital
Massachusetts
$286K – – –
AGA
3044
Arkos Global Advisors
Texas
$286K +$1.34K +9 +0.5%
Harris Associates
3045
Harris Associates
Illinois
$285K +$7.74K +52 +3%
CA
3046
Claris Advisors
Missouri
$285K – – –
AWM
3047
AllSquare Wealth Management
New York
$284K – – –
TCB
3048
Texas Capital Bancshares
Texas
$284K -$1.64K -11 -0.6%
BDF
3049
Black Diamond Financial
Maryland
$284K +$447 +3 +0.2%
KBFS
3050
Kohmann Bosshard Financial Services
Ohio
$283K -$48.2K -324 -14%