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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1051
Joule Financial
Kentucky
$505K +$157K +890 +55%
DI
1052
DFPG Investments
Utah
$504K +$15.5K +88 +4%
AIM
1053
Alhambra Investment Management
Florida
$504K -$5.28K -30 -1%
SFP
1054
Sandbox Financial Partners
Maryland
$502K +$176 +1 +0%
WF
1055
Welch & Forbes
Massachusetts
$500K +$17.6K +100 +4%
BDFN
1056
Bond & Devick Financial Network
Minnesota
$497K -$101K -575 -19%
NGA
1057
Naples Global Advisors
Florida
$496K -$55.9K -318 -11%
PP
1058
Patron Partners
Texas
$494K +$47K +267 +12%
PWP
1059
Phillips Wealth Planners
Mississippi
$491K -$12.8K -73 -3%
FCFC
1060
First Commonwealth Financial Corp
Pennsylvania
$490K -$2.81K -16 -0.7%
AG
1061
Appleton Group
Wisconsin
$488K
KCM
1062
KRS Capital Management
Michigan
$488K +$206K +1,170 +93%
GWP
1063
Gateway Wealth Partners
Wisconsin
$488K -$16K -91 -4%
AWM
1064
Axxcess Wealth Management
California
$487K +$202K +1,151 +90%
BWM
1065
BerganKDV Wealth Management
Minnesota
$484K -$56.1K -319 -12%
KOC
1066
Koss-Olinger Consulting
Florida
$484K
TSWM
1067
Tyler-Stone Wealth Management
Ohio
$483K +$423K +2,404 New
HC
1068
Hourglass Capital
Texas
$483K
SMH
1069
Sanders Morris Harris
Texas
$483K
GWM
1070
Geneos Wealth Management
Colorado
$481K +$12K +68 +3%
BSB
1071
Bangor Savings Bank
Maine
$480K -$44.5K -253 -10%
MA
1072
MONECO Advisors
Connecticut
$480K +$2.64K +15 +0.6%
VCA
1073
Verdence Capital Advisors
Maryland
$479K +$75.6K +430 +22%
LB
1074
Leo Brokerage
Texas
$478K +$18.3K +104 +5%
MCM
1075
Monument Capital Management
Virginia
$475K +$11.6K +66 +3%