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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1626
Gradient Capital Advisors
California
$342K -$7.67K -203 -2%
BFA
1627
Beacon Financial Advisory
Ohio
$342K -$22.7K -601 -6%
MWM
1628
Maridea Wealth Management
New York
$341K +$104K +2,751 +42%
PAG
1629
Poinciana Advisors Group
Florida
$340K -$8.35K -221 -2%
1WM
1630
1900 Wealth Management
Texas
$340K +$2.34K +62 +0.7%
BFG
1631
Berger Financial Group
Minnesota
$340K -$7.82K -207 -2%
MW
1632
MBL Wealth
North Carolina
$340K +$21.5K +570 +7%
London & Capital Asset Management
1633
London & Capital Asset Management
United Kingdom
$339K +$347K +9,179 New
RWP
1634
Ridgecrest Wealth Partners
California
$339K -$68.9K -1,825 -17%
VRM
1635
Vectors Research Management
New York
$337K -$95.1K -2,518 -22%
CA
1636
Capital Advantage
California
$334K +$6.04K +160 +2%
KLCM
1637
KG&L Capital Management
Louisiana
$334K -$23.6K -625 -6%
BFG
1638
Beto Financial Group
Idaho
$334K +$258K +6,840 New
MLL
1639
Moody Lynn & Lieberson
Massachusetts
$333K -$15.4K -407 -4%
AMBIA
1640
Allen Mooney & Barnes Investment Advisors
Georgia
$333K +$11K +291 +3%
BHWA
1641
Beacon Harbor Wealth Advisors
Virginia
$333K – – –
WTB
1642
Washington Trust Bank
Washington
$332K +$38 +1 +0%
AF
1643
Arrow Financial
New York
$331K +$14K +370 +4%
CA
1644
Cornerstone Advisory
Maryland
$331K +$4.61K +122 +1%
6F
1645
626 Financial
Michigan
$331K -$211K -5,596 -38%
CSB
1646
City State Bank
Iowa
$331K -$18.9K -500 -5%
Advance Capital Management
1647
Advance Capital Management
Michigan
$330K +$338K +8,945 New
SHFA
1648
SS&H Financial Advisors
Michigan
$330K – – –
KFAS
1649
Keating Financial Advisory Services
Kansas
$327K +$335K +8,872 New
UF
1650
Univest Financial
Pennsylvania
$327K +$1.51K +40 +0.5%