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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
926
Mitchell McLeod Pugh & Williams
Alabama
$260K
HAFS
927
Hapanowicz & Associates Financial Services
Pennsylvania
$258K
NRS
928
Neville Rodie & Shaw
New York
$258K
HWM
929
HB Wealth Management
Georgia
$256K -$16.6K -76 -6%
MOS
930
MGO One Seven
Ohio
$255K -$321K -1,472 -55%
FCFC
931
First Citizens Financial Corp
Iowa
$254K
HVIA
932
Hudson Valley Investment Advisors
New York
$252K +$1.31K +6 +0.5%
QPWM
933
Quadrant Private Wealth Management
Pennsylvania
$251K +$654 +3 +0.3%
WA
934
Wealth Alliance
New York
$250K +$16.3K +75 +7%
PP
935
PDT Partners
New York
$250K +$253K +1,161 New
WP
936
WealthShield Partners
North Carolina
$247K -$14.8K -68 -6%
CWP
937
CFM Wealth Partners
Texas
$247K
PWM
938
Perigon Wealth Management
California
$247K +$27.2K +125 +12%
THWM
939
Taylor Hoffman Wealth Management
Virginia
$246K
WI
940
Wintrust Investments
Illinois
$246K +$218 +1 +0.1%
DWM
941
Dakota Wealth Management
Florida
$246K +$8.5K +39 +4%
BC
942
Bridgefront Capital
Texas
$245K +$249K +1,141 New
BWFA
943
Baltimore-Washington Financial Advisors
Maryland
$241K +$245K +1,123 New
SCM
944
Stevens Capital Management
Pennsylvania
$239K +$242K +1,109 New
DAM
945
Draper Asset Management
New York
$239K +$242K +1,110 New
NMG
946
New Millennium Group
Utah
$238K +$21.8K +100 +10%
ATPW
947
Ashton Thomas Private Wealth
Arizona
$238K
AWMG
948
Alliance Wealth Management Group
New Jersey
$237K
CYG
949
Clean Yield Group
Vermont
$237K
FMTCOCP
950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$237K