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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1251
Penney Financial
Texas
$332K – – –
FB
1252
First Bancorp
Maine
$331K -$11K -42 -4%
CA
1253
Cambridge Advisors
Nebraska
$331K -$23.6K -90 -7%
PK
1254
Pflug Koory
Nebraska
$330K – – –
NAS
1255
Nicolet Advisory Services
Wisconsin
$330K -$3.41K -13 -1%
CL
1256
CVFG LLC
Indiana
$330K -$11.8K -45 -4%
ATC
1257
Adirondack Trust Company
New York
$329K – – –
TPI
1258
Trust Point Inc
Wisconsin
$329K +$7.35K +28 +3%
EWM
1259
Edge Wealth Management
New York
$328K -$26K -99 -8%
TWM
1260
Tradition Wealth Management
Minnesota
$327K -$37.3K -142 -11%
MJPCFAI
1261
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$326K +$297K +1,130 New
BWM
1262
BigSur Wealth Management
Florida
$325K – – –
GWS
1263
Greykasell Wealth Strategies
California
$325K -$19.2K -73 -6%
NCM
1264
Narwhal Capital Management
Georgia
$324K – – –
GC
1265
Grimes & Company
Massachusetts
$323K +$5.25K +20 +2%
ALC
1266
Alexander Labrunerie & Co
Missouri
$323K – – –
TFS
1267
Thoroughbred Financial Services
Tennessee
$322K -$12.1K -46 -4%
AFP
1268
Ausdal Financial Partners
Iowa
$321K -$48.1K -183 -14%
CFS
1269
Commonwealth Financial Services
West Virginia
$321K +$2.89K +11 +1%
WH
1270
Willner & Heller
California
$318K -$85.9K -327 -23%
KFA
1271
Kapstone Financial Advisors
Ohio
$317K -$13.1K -50 -4%
BFC
1272
Bedel Financial Consulting
Indiana
$317K -$20.7K -79 -7%
HC
1273
Hamilton Capital
Ohio
$316K +$287K +1,093 New
LIA
1274
LBMC Investment Advisors
Tennessee
$315K -$132K -503 -32%
LAM
1275
L2 Asset Management
Massachusetts
$314K +$19.2K +73 +7%