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