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Name Holding Trade Value Shares
Change
Change in
Stake
AT
2676
American Trust
Kentucky
$387K +$280K +2,772 New
CMA
2677
Cedar Mountain Advisors
Oregon
$386K -$40.5K -400 -13%
CS
2678
Capital Square
Tennessee
$385K
BWA
2679
BCU Wealth Advisors
Illinois
$385K +$279K +2,755 New
AWM
2680
Atticus Wealth Management
Florida
$385K +$278K +2,754 New
HP
2681
Hilltop Partners
Indiana
$384K +$278K +2,749 New
AFA
2682
American Financial Advisors
Georgia
$384K +$278K +2,748 New
WIA
2683
Wealthedge Investment Advisors
New York
$383K -$1.57M -15,489 -85%
SEP
2684
Signature Equity Partners
Ohio
$383K +$25.1K +248 +10%
SIC
2685
SJS Investment Consulting
Ohio
$383K -$151K -1,493 -35%
SFS
2686
Stiles Financial Services
Minnesota
$382K +$277K +2,738 New
PAM
2687
PVG Asset Management
Colorado
$382K +$164K +1,620 +145%
PCM
2688
Poehling Capital Management
Wisconsin
$382K +$277K +2,735 New
JC
2689
JM2 Capital
Oklahoma
$382K +$276K +2,733 New
EFG
2690
Everest Financial Group
Minnesota
$381K +$276K +2,731 New
CC
2691
Copos Capital
$381K +$276K +2,729 New
SFG
2692
SevenBridge Financial Group
Pennsylvania
$381K -$30.8K -305 -8%
LA
2693
Latitude Advisors
Florida
$380K +$275K +2,724 New
SCM
2694
Sunbeam Capital Management
Georgia
$380K +$275K +2,723 New
KWM
2695
KFG Wealth Management
Indiana
$379K +$275K +2,717 New
RFA
2696
Register Financial Advisors
Georgia
$379K +$274K +2,712 New
TNA
2697
True North Advisors
Texas
$378K +$274K +2,711 New
CCM
2698
Canal Capital Management
Virginia
$378K +$274K +2,707 New
BRM
2699
Boston Research & Management
Massachusetts
$377K +$273K +2,700 New
PAM
2700
PCG Asset Management
New Jersey
$377K +$273K +2,700 New