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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
1701
Safeguard Investment Advisory Group
California
$268K -$6.46K -20 -2%
ICP
1702
Interchange Capital Partners
Pennsylvania
$267K +$275K +853 New
CFGS
1703
Concourse Financial Group Securities
Alabama
$267K +$44.6K +138 +19%
HP
1704
Hyperion Partners
Pennsylvania
$267K +$274K +850 New
RFO
1705
RiverGlades Family Offices
Florida
$266K
IAMOG
1706
Investors Asset Management of Georgia
Georgia
$266K -$44.2K -137 -14%
RCM
1707
Radnor Capital Management
Pennsylvania
$265K +$48.4K +150 +22%
W
1708
Wealthquest
Ohio
$265K
GL
1709
Gerber LLC
Ohio
$264K +$11.6K +36 +4%
MAA
1710
Matrix Asset Advisors
New York
$264K
AFS
1711
Access Financial Services
Minnesota
$263K
NRW
1712
Nova R Wealth
Kansas
$262K +$7.1K +22 +3%
BW
1713
BIP Wealth
Georgia
$262K
PAM
1714
Palisade Asset Management
Minnesota
$261K -$102K -317 -28%
HWP
1715
Hibernia Wealth Partners
Louisiana
$261K +$22.6K +70 +9%
NAS
1716
NWF Advisory Services
California
$260K -$19.7K -61 -7%
HR
1717
Howe & Rusling
New York
$260K +$268K +830 New
CWC
1718
Carolinas Wealth Consulting
North Carolina
$260K +$110K +342 +70%
SFS
1719
Symphony Financial Services
Ohio
$259K +$262K +813 New
FC
1720
Financial Council
Maryland
$259K -$4.52K -14 -2%
CWA
1721
Centennial Wealth Advisory
Michigan
$259K +$51K +158 +24%
QPWM
1722
Quadrant Private Wealth Management
Pennsylvania
$257K +$12.9K +40 +5%
GWA
1723
Gratus Wealth Advisors
Virginia
$257K
CGH
1724
CMG Global Holdings
Texas
$257K
CSI
1725
Cross Staff Investments
New York
$257K