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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Steph & Co
Wisconsin
$237K +$8.64K +173 +3%
RCM
1002
Raleigh Capital Management
North Carolina
$236K +$115K +2,307 +74%
HWMG
1003
Hurlow Wealth Management Group
Indiana
$235K -$41K -822 -13%
PCM
1004
Perritt Capital Management
Illinois
$235K +$25K +500 +10%
DWT
1005
Dorsey & Whitney Trust
South Dakota
$234K -$7.94K -159 -3%
OFS
1006
OneAscent Financial Services
Alabama
$233K +$266K +5,334 New
SMF
1007
Sterling Manor Financial
New York
$232K
LF
1008
Lantz Financial
Illinois
$231K
HCM
1009
HM Capital Management
Missouri
$229K
IA
1010
IndexIQ Advisors
New York
$229K +$188K +3,757 +255%
HC
1011
Hamilton Capital
Ohio
$228K +$26.6K +532 +11%
SAI
1012
Systematic Alpha Investments
New Jersey
$227K
CPC
1013
Congress Park Capital
New York
$227K +$260K +5,200 New
ATPW
1014
Ashton Thomas Private Wealth
Arizona
$226K -$41K -822 -14%
NFC
1015
Northeast Financial Consultants
Connecticut
$226K -$49.9K -1,000 -16%
JCM
1016
Jag Capital Management
Missouri
$226K +$196K +3,925 New
FNBT
1017
FineMark National Bank & Trust
Florida
$224K -$107K -2,137 -29%
WA
1018
WealthTrust Axiom
Pennsylvania
$223K +$1.5K +30 +0.6%
SFS
1019
Stiles Financial Services
Minnesota
$223K +$255K +5,104 New
SWA
1020
Stratos Wealth Advisors
Ohio
$222K -$89.7K -1,796 -26%
CSPIA
1021
Cary Street Partners Investment Advisory
Virginia
$222K +$253K +5,065 New
IGWM
1022
ICA Group Wealth Management
Colorado
$222K +$293K +5,877 New
EFS
1023
Essex Financial Services
Connecticut
$221K -$24.2K -484 -9%
PK
1024
Pflug Koory
Nebraska
$221K
RE
1025
RBC Europe
United Kingdom
$221K