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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1701
Squar Milner Financial Services
California
$519K +$112K +1,129 +19%
THWM
1702
Taylor Hoffman Wealth Management
Virginia
$518K -$198K -2,000 -22%
AWM
1703
Aberdeen Wealth Management
Illinois
$518K +$791 +8 +0.1%
MCCP
1704
Mission Creek Capital Partners
California
$518K +$15.6K +158 +2%
OFS
1705
Orrstown Financial Services
Pennsylvania
$516K -$36.7K -371 -5%
TLP
1706
Trinity Legacy Partners
Texas
$515K -$2.7M -27,302 -80%
EGA
1707
E&G Advisors
Texas
$515K -$20.6K -208 -3%
PP
1708
PagnatoKarp Partners
Virginia
$515K +$209K +2,113 +42%
TF
1709
Tompkins Financial
New York
$514K -$18K -182 -3%
ER
1710
Enlightenment Research
Florida
$514K +$544K +5,502 New
BHTS
1711
Bar Harbor Trust Services
Maine
$513K -$115K -1,159 -14%
SJIM
1712
St. Johns Investment Management
Florida
$513K -$112K -1,133 -14%
HDIM
1713
Hanson & Doremus Investment Management
Vermont
$511K +$29K +293 +4%
Exencial Wealth Advisors
1714
Exencial Wealth Advisors
Oklahoma
$508K -$20.8K -210 -3%
PAWC
1715
P.A.W. Capital
Connecticut
$507K +$148K +1,500 +27%
IAMOG
1716
Investors Asset Management of Georgia
Georgia
$506K – – –
WMG
1717
WESCAP Management Group
California
$506K – – –
CA
1718
Cambridge Advisors
Nebraska
$505K -$104K -1,057 -13%
BWM
1719
BCS Wealth Management
Tennessee
$504K -$19.1K -193 -3%
SW
1720
SkyOak Wealth
Michigan
$503K +$72.9K +738 +12%
SG
1721
StoneX Group
New York
$503K +$140K +1,415 +26%
SFG
1722
Summit Financial Group
West Virginia
$502K -$2.47K -25 -0.4%
TCM
1723
Tradewinds Capital Management
Washington
$501K +$65.9K +667 +11%
SCA
1724
Salient Capital Advisors
Texas
$501K +$683K +6,917 New
TNA
1725
True North Advisors
Texas
$498K +$163K +1,653 +32%