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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
851
Boothbay Fund Management
New York
$317K -$80.8K -111 -21%
CI
852
Cigna Investments
Connecticut
$315K -$8.73K -12 -3%
HBW
853
Hazlett, Burt & Watson
West Virginia
$312K
SFC
854
SYM Financial Corp
Indiana
$310K +$38.6K +53 +14%
ACM
855
Absolute Capital Management
Pennsylvania
$309K +$305K +419 New
IAS
856
Investment Advisory Services
Texas
$309K +$10.9K +15 +4%
ICP
857
Interchange Capital Partners
Pennsylvania
$304K -$457K -628 -54%
PPWM
858
Paragon Private Wealth Management
Kentucky
$302K +$31.3K +43 +12%
FOA
859
Five Oceans Advisors
California
$302K -$728 -1 -0.2%
AIP
860
Ameritas Investment Partners
Nebraska
$301K
SF
861
Symphony Financial
Texas
$300K +$296K +407 New
KV
862
Kickstand Ventures
New York
$300K
FEG
863
Financial Enhancement Group
Indiana
$299K +$270K +371 New
FMI
864
Frec Markets Inc
California
$298K +$293K +403 New
PUI
865
Purpose Unlimited Inc
$295K
DTL
866
Dynamic Technology Lab
Singapore
$295K +$291K +400 New
ATC
867
Adirondack Trust Company
New York
$295K
TWP
868
Tower Wealth Partners
Pennsylvania
$295K -$1.46K -2 -0.5%
KAS
869
KPP Advisory Services
Kentucky
$295K
EFG
870
Elm3 Financial Group
Georgia
$294K +$290K +398 New
SMA
871
Seven Mile Advisory
New Jersey
$293K -$125K -172 -30%
AIA
872
Affinity Investment Advisors
California
$292K +$32.8K +45 +13%
CFP
873
Catalyst Financial Partners
Massachusetts
$288K +$284K +390 New
GM
874
GeoWealth Management
Illinois
$287K -$27.7K -38 -9%
BHPW
875
Beverly Hills Private Wealth
California
$287K +$14.6K +20 +5%