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Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
1501
Farmers & Merchants Trust Company
California
$241K +$221K +999 New
FFA
1502
Fragasso Financial Advisors
Pennsylvania
$240K +$5.08K +23 +2%
KFI
1503
Key Financial Inc
Pennsylvania
$239K
PPWM
1504
Paragon Private Wealth Management
Kentucky
$238K -$26.5K -120 -11%
SC
1505
Steph & Co
Wisconsin
$237K -$48.3K -219 -18%
AFT
1506
Alpha Family Trust
California
$237K
DWA
1507
Delap Wealth Advisory
Oregon
$237K +$217K +985 New
FSCM
1508
Front Street Capital Management
Montana
$237K -$12.1K -55 -5%
CB
1509
CNB Bank
Pennsylvania
$236K
VP
1510
Verum Partners
North Carolina
$236K -$5.08K -23 -2%
O3W
1511
Omni 360 Wealth
New Jersey
$236K +$216K +978 New
AF
1512
Apexium Financial
Texas
$235K +$216K +977 New
CWM
1513
Cahaba Wealth Management
Georgia
$235K -$36.4K -165 -14%
ETC
1514
Exchange Traded Concepts
Oklahoma
$235K +$157K +711 +269%
HKAM
1515
Horizon Kinetics Asset Management
New York
$235K +$215K +975 New
BOSSRA
1516
B.O.S.S. Retirement Advisors
Utah
$235K +$215K +974 New
CIP
1517
Convergence Investment Partners
Florida
$234K -$1.54K -7 -0.7%
AO
1518
Advisor OS
Illinois
$233K +$213K +967 New
RFO
1519
RiverGlades Family Offices
Florida
$233K +$187K +849 New
KCM
1520
Kathmere Capital Management
Pennsylvania
$233K +$213K +966 New
PCIG
1521
Partners Capital Investment Group
Massachusetts
$232K -$66K -299 -24%
DOA
1522
D'Orazio & Associates
Virginia
$232K +$213K +963 New
AMCA
1523
Arthur M. Cohen & Associates
Illinois
$232K +$212K +962 New
HBWM
1524
Hollow Brook Wealth Management
New York
$230K
TH
1525
TCTC Holdings
Texas
$230K