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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
3276
Summit Financial Wealth Advisors
Louisiana
$292K +$23.4K +64 +9%
SWM
3277
Shelton Wealth Management
Texas
$291K -$6.21K -17 -2%
SL
3278
Sentinus LLC
Illinois
$291K +$277K +758 New
A
3279
AJOVista
Massachusetts
$290K
PCS
3280
Private Client Services
Kentucky
$290K +$50.8K +139 +22%
DC
3281
Dorval Corp
Minnesota
$290K
LA
3282
Lane & Associates
New Jersey
$289K +$365 +1 +0.1%
PFA
3283
Professional Financial Advisors
Nebraska
$289K
AIA
3284
Armor Investment Advisors
North Carolina
$289K +$731 +2 +0.3%
HIGP
3285
Hill Investment Group Partners
Missouri
$289K
NECFA
3286
New England Capital Financial Advisors
Connecticut
$289K +$365 +1 +0.1%
CFS
3287
CGC Financial Services
Oregon
$288K +$11K +30 +4%
APW
3288
Aurora Private Wealth
New Jersey
$288K -$23K -63 -7%
SHFA
3289
SS&H Financial Advisors
Michigan
$288K
CMA
3290
Cedar Mountain Advisors
Oregon
$288K +$5.84K +16 +2%
SA
3291
Skyline Advisors
Washington
$288K -$3.65K -10 -1%
PCMC
3292
Planning Capital Management Corporation
Pennsylvania
$288K -$365 -1 -0.1%
CTC
3293
Cetera Trust Company
Minnesota
$287K
APC
3294
Asset Planning Corporation
Tennessee
$286K
RDFA
3295
Ritter Daniher Financial Advisory
Ohio
$286K
LIWM
3296
Long Island Wealth Management
New York
$286K +$365 +1 +0.1%
WMWM
3297
Whitaker-Myers Wealth Managers
Ohio
$286K +$17.9K +49 +7%
LI
3298
Lafayette Investments
Maryland
$285K +$365 +1 +0.1%
WAM
3299
WealthTrust Asset Management
Florida
$285K -$97.5K -267 -26%
CFG
3300
Compton Financial Group
Maryland
$285K -$40.9K -112 -13%