Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1051
Savvy Advisors Inc
New York
$262K +$266K +1,367 New
FIA
1052
Foundations Investment Advisors
Arizona
$262K +$48K +247 +22%
SFS
1053
Security Financial Services
Indiana
$261K +$265K +1,363 New
BBA
1054
Baader Bank Aktiengesellschaft
Germany
$261K +$63.4K +326 +29%
MIM
1055
MTM Investment Management
South Carolina
$260K +$9.72K +50 +4%
IPWA
1056
International Private Wealth Advisors
California
$260K -$10.1K -52 -4%
CRI
1057
Colonial River Investments
Virginia
$260K +$10.3K +53 +4%
CWM
1058
Connecticut Wealth Management
Connecticut
$260K -$79.5K -409 -23%
SWP
1059
Significant Wealth Partners
Illinois
$260K +$46.8K +241 +22%
WPC
1060
Wedmont Private Capital
Pennsylvania
$257K +$14.4K +74 +6%
QCG
1061
Quadrant Capital Group
Ohio
$257K -$2.92K -15 -1%
FW
1062
FullCircle Wealth
Texas
$257K +$273K +1,403 New
JWCA
1063
J.W. Coons Advisors
Ohio
$254K -$1.94K -10 -0.7%
YIA
1064
YHB Investment Advisors
Connecticut
$253K – – –
BFA
1065
Beaumont Financial Advisors
Massachusetts
$252K -$972 -5 -0.4%
MSS
1066
Mitchell Sinkler & Starr
Pennsylvania
$251K +$255K +1,311 New
NFG
1067
Nations Financial Group
Iowa
$251K +$254K +1,307 New
CD
1068
Chapin Davis
Maryland
$250K – – –
BWM
1069
BCGM Wealth Management
Indiana
$250K +$1.75K +9 +0.7%
PCM
1070
Perkins Capital Management
Minnesota
$249K -$97.2K -500 -28%
GWCM
1071
Godshalk Welsh Capital Management
Pennsylvania
$249K -$43.7K -225 -15%
BWM
1072
Baron Wealth Management
Michigan
$245K -$1.36K -7 -0.5%
IAS
1073
Insigneo Advisory Services
Florida
$241K +$244K +1,256 New
VIP
1074
Vista Investment Partners
Oklahoma
$240K +$194 +1 +0.1%
SAMT
1075
Select Asset Management & Trust
Pennsylvania
$240K – – –