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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
801
Phoenix Wealth Advisors
North Carolina
$261K -$42 -1 -0%
EFS
802
Essex Financial Services
Connecticut
$260K +$236K +5,643 New
CA
803
Calton & Associates
Florida
$259K +$235K +5,615 New
AWM
804
Accel Wealth Management
Iowa
$258K +$2.93K +70 +1%
FC
805
Financial Council
Maryland
$256K – – –
CMBA
806
C.M. Bidwell & Associates
Hawaii
$254K -$6.48K -155 -3%
SMC
807
Smith, Moore & Co
Missouri
$253K +$836 +20 +0.4%
NB
808
NBT Bank
New York
$253K – – –
MC
809
Machina Capital
France
$253K -$889K -21,272 -79%
BFA
810
Bill Few Associates
Pennsylvania
$252K +$228K +5,460 New
TPI
811
Trust Point Inc
Wisconsin
$251K -$203K -4,855 -47%
MWM
812
Marion Wealth Management
Pennsylvania
$250K +$251 +6 +0.1%
GSB
813
Greenfield Savings Bank
Massachusetts
$249K -$2.76K -66 -1%
OL
814
Optas LLC
Texas
$248K +$225K +5,390 New
KI
815
Kapitalo Investimentos
Brazil
$248K -$97.1K -2,323 -30%
MG
816
Mather Group
Illinois
$248K +$46.4K +1,111 +26%
AA
817
Advisory Alpha
Michigan
$248K +$225K +5,375 New
CB
818
Cadence Bank
Mississippi
$247K – – –
WCA
819
Westover Capital Advisors
Delaware
$247K -$12.8K -307 -5%
SFC
820
Strategic Financial Concepts
Texas
$247K -$2.17K -52 -1%
PCM
821
Pennsylvania Capital Management
Pennsylvania
$247K -$1.38K -33 -0.6%
SFS
822
Stiles Financial Services
Minnesota
$247K +$224K +5,355 New
MC
823
Moors & Cabot
Massachusetts
$246K -$16.4K -393 -7%
FFS
824
Founders Financial Securities
Maryland
$245K +$220K +5,272 New
NW
825
NewEdge Wealth
Pennsylvania
$241K +$218K +5,226 New