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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
3076
Mainsail Asset Management
Alabama
$296K
TSWM
3077
Tyler-Stone Wealth Management
Ohio
$296K -$9.05K -60 -3%
SWP
3078
Summit Wealth Partners
Florida
$296K +$151 +1 +0.1%
SNBOSCI
3079
Security National Bank of Sioux City Iowa
Iowa
$295K -$51.3K -340 -15%
LFG
3080
Lockerman Financial Group
California
$295K -$1.51K -10 -0.5%
SFM
3081
Signet Financial Management
New Jersey
$295K +$302 +2 +0.1%
TFP
3082
Tilia Fiduciary Partners
North Carolina
$294K -$4.98K -33 -2%
JCM
3083
Jacobsen Capital Management
Utah
$294K +$75.5K +500 +37%
AL
3084
ADE LLC
Maryland
$293K
AWA
3085
Acorn Wealth Advisors
Michigan
$293K +$905 +6 +0.3%
SC
3086
Saturna Capital
Washington
$292K
HCM
3087
Hilton Capital Management
New York
$292K +$70.9K +470 +34%
MCI
3088
MRP Capital Investments
Georgia
$292K +$279K +1,848 New
JWS
3089
Juncture Wealth Strategies
Arizona
$291K -$9.36K -62 -3%
RA
3090
Regis Acquisition
Colorado
$291K
FWM
3091
Focused Wealth Management
New York
$291K -$2.26K -15 -0.8%
KF
3092
KKM Financial
Illinois
$291K
CPG
3093
Cornerstone Planning Group
New Jersey
$290K +$170K +1,129 +165%
BA
3094
BCM Advisors
Louisiana
$290K +$35K +232 +15%
CSPAM
3095
Cary Street Partners Asset Management
Virginia
$289K +$13.1K +87 +5%
S
3096
SimplyRich
California
$289K +$276K +1,832 New
CWM
3097
Centurion Wealth Management
Virginia
$289K +$32.3K +214 +13%
ASG
3098
Ariston Services Group
California
$289K -$4.22K -28 -2%
WCM Investment Management
3099
WCM Investment Management
California
$289K +$16.4K +109 +6%
FFIC
3100
First Fiduciary Investment Counsel
Ohio
$288K