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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
1876
SYM Financial Corp
Indiana
$305K +$1.46K +4 +0.5%
FI
1877
Finivi Inc
Massachusetts
$305K
BPFA
1878
Barnes Pettey Financial Advisors
Mississippi
$304K +$30.9K +85 +12%
PTB
1879
Pioneer Trust Bank
Oregon
$303K
QFW
1880
QTR Family Wealth
Florida
$303K +$364 +1 +0.1%
CWA
1881
Cascade Wealth Advisors
Washington
$303K
SFS
1882
Sharp Financial Services
Pennsylvania
$303K +$43.6K +120 +17%
WAG
1883
Windsor Advisory Group
Ohio
$302K +$293K +806 New
DTC
1884
Davidson Trust Company
Washington
$301K +$292K +804 New
CIM
1885
Cambria Investment Management
California
$301K +$292K +803 New
XWM
1886
Xcel Wealth Management
Florida
$300K +$47.3K +130 +19%
FAT
1887
First American Trust
California
$299K +$291K +801 New
AB
1888
Atlas Brown
Kentucky
$299K +$1.09K +3 +0.4%
BAM
1889
BOS Asset Management
Illinois
$299K
HKAM
1890
Horizon Kinetics Asset Management
New York
$298K -$276K -758 -49%
ABWM
1891
Alpine Bank Wealth Management
Colorado
$298K +$20K +55 +7%
CWG
1892
Crown Wealth Group
North Carolina
$296K +$6.91K +19 +2%
ACA
1893
Affinity Capital Advisors
California
$296K -$2.18K -6 -0.8%
MAM
1894
McLean Asset Management
Virginia
$296K +$4.37K +12 +2%
MCM
1895
Mendel Capital Management
Arkansas
$296K
PEA
1896
Park Edge Advisors
Ohio
$295K -$62.6K -172 -18%
GWA
1897
Gratus Wealth Advisors
Virginia
$295K -$33.5K -92 -10%
HWA
1898
HHM Wealth Advisors
Tennessee
$295K -$8K -22 -3%
CPA
1899
Cardiff Park Advisors
California
$295K +$286K +787 New
LFS
1900
Legacy Financial Strategies
Kansas
$294K +$16.4K +45 +6%