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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1351
Pegasus Partners
Wisconsin
$320K -$6.18K -28 -2%
DIM
1352
DLK Investment Management
California
$319K +$293K +1,326 New
WSC
1353
Wellington Shields & Co
New York
$319K +$138K +625 +89%
CW
1354
CreativeOne Wealth
Kansas
$319K +$62.7K +284 +27%
FHA
1355
Flagship Harbor Advisors
Massachusetts
$319K -$55.4K -251 -16%
OFS
1356
Orrstown Financial Services
Pennsylvania
$318K +$292K +1,322 New
HWM
1357
HFR Wealth Management
New York
$318K +$29.8K +135 +11%
LAM
1358
L2 Asset Management
Massachusetts
$317K -$10M -45,517 -97%
MAM
1359
Meeder Asset Management
Ohio
$317K +$9.27K +42 +3%
IAIM
1360
International Assets Investment Management
Florida
$316K -$30.9K -140 -10%
QWP
1361
Quotient Wealth Partners
Texas
$316K +$290K +1,313 New
BWFA
1362
Baltimore-Washington Financial Advisors
Maryland
$315K +$288K +1,306 New
RFS
1363
Retirement Financial Solutions
Tennessee
$314K -$5.52K -25 -2%
CWM
1364
Connecticut Wealth Management
Connecticut
$313K +$287K +1,301 New
MCM
1365
McRae Capital Management
New Jersey
$313K
OHWA
1366
Oak Hill Wealth Advisors
Virginia
$313K
SNB
1367
Security National Bank
Nebraska
$313K
KIA
1368
Knollwood Investment Advisory
Maryland
$313K +$287K +1,300 New
LAS
1369
Legacy Advisory Services
Pennsylvania
$313K +$287K +1,300 New
PFP
1370
Paragon Financial Partners
California
$312K +$1.1K +5 +0.4%
SWS
1371
SYSTM Wealth Solutions
Illinois
$311K -$19K -86 -6%
PA
1372
Probity Advisors
Texas
$311K -$13.9K -63 -5%
APP
1373
Avantax Planning Partners
Iowa
$311K +$2.87K +13 +1%
WA
1374
Wealth Architects
California
$310K +$7.95K +36 +3%
SSWM
1375
Strait & Sound Wealth Management
California
$309K