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Name Holding Trade Value Shares
Change
Change in
Stake
APIM
3176
Agate Pass Investment Management
Washington
$205K +$195K +660 New
HCM
3177
Hilton Capital Management
New York
$205K +$7.38K +25 +4%
NFP
3178
Narus Financial Partners
Utah
$205K +$195K +660 New
GC
3179
Guidance Capital
Kentucky
$203K +$181K +614 New
ARG
3180
Advisory Resource Group
Oklahoma
$203K -$22.2K -75 -10%
IAG
3181
Investment Advisory Group
Massachusetts
$201K -$29.5K -100 -13%
STB
3182
S&T Bank
Pennsylvania
$201K +$191K +646 New
MSA
3183
McAlister Sweet & Associates
Texas
$200K +$191K +645 New
IWP
3184
IAG Wealth Partners
Wisconsin
$200K -$27.8K -94 -13%
AWM
3185
Avondale Wealth Management
Texas
$198K -$17.7K -60 -9%
CWM
3186
CarsonAllaria Wealth Management
Illinois
$193K +$591 +2 +0.3%
PCFFS
3187
Pacific Center for Financial Services
California
$189K +$295 +1 +0.2%
RAM
3188
Riggs Asset Management
Pennsylvania
$188K -$21.6K -73 -11%
GWSA
3189
Global Wealth Strategies & Associates
Colorado
$186K – – –
RDFA
3190
Ritter Daniher Financial Advisory
Ohio
$182K -$591 -2 -0.3%
AWM
3191
Abound Wealth Management
Tennessee
$174K +$16.2K +55 +11%
MFG
3192
Mendota Financial Group
Wisconsin
$174K +$134K +454 +432%
EL
3193
EMFO LLC
Florida
$172K – – –
AI
3194
AXS Investments
New York
$167K -$41.4K -140 -21%
RWM
3195
Raffa Wealth Management
District of Columbia
$166K – – –
JEST
3196
JTC Employer Solutions Trustee
Jersey
$165K – – –
CAM
3197
Costello Asset Management
Pennsylvania
$162K – – –
LFA
3198
Level Financial Advisors
New York
$154K +$6.2K +21 +4%
YDMI
3199
Y.D. More Investments
Israel
$154K -$10.3K -35 -7%
EARNEST Partners
3200
EARNEST Partners
Georgia
$151K – – –