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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2201
Bank of Stockton
California
$331K -$36K -608 -9%
NEPPG
2202
New England Professional Planning Group
Rhode Island
$331K +$14.4K +244 +4%
AFAS
2203
Acorn Financial Advisory Services
Virginia
$331K +$71.9K +1,215 +25%
HFS
2204
Howard Financial Services
Texas
$330K -$5.25M -88,755 -94%
BONST
2205
Bank of Nova Scotia Trust
Ontario, Canada
$330K -$10.9K -185 -3%
BL
2206
Balentine LLC
Georgia
$329K -$48.6K -822 -12%
OAM
2207
Oberweis Asset Management
Illinois
$329K -$1.72K -29 -0.5%
PV
2208
Private Vista
Illinois
$329K +$49.5K +836 +16%
OFG
2209
OmniStar Financial Group
North Carolina
$329K +$359K +6,077 New
HIS
2210
Horizon Investment Services
Indiana
$328K -$40K -677 -10%
HFA
2211
High Falls Advisors
New York
$328K +$532 +9 +0.1%
KPWG
2212
KFA Private Wealth Group
Virginia
$327K -$27.3K -461 -7%
TLP
2213
Trinity Legacy Partners
Texas
$327K +$84.6K +1,430 +31%
CRWM
2214
Castle Rock Wealth Management
California
$326K -$37.3K -630 -10%
BFIC
2215
Bedell Frazier Investment Counselling
California
$326K
CCA
2216
Clearwater Capital Advisors
Illinois
$325K -$4.73K -80 -1%
QT
2217
Quantamental Technologies
New York
$325K +$355K +6,000 New
BCP
2218
Berkeley Capital Partners
Georgia
$324K -$32.8K -554 -8%
RIA
2219
RPG Investment Advisory
California
$323K -$5.27M -89,105 -94%
AWM
2220
Aprio Wealth Management
Georgia
$323K +$353K +5,962 New
VAM
2221
Verity Asset Management
North Carolina
$323K +$353K +5,962 New
OR
2222
Olympiad Research
Connecticut
$322K +$352K +5,944 New
VAS
2223
Valicenti Advisory Services
New York
$321K -$45.6K -770 -11%
OWM
2224
Opes Wealth Management
California
$321K +$108K +1,825 +44%
FDS
2225
Freedom Day Solutions
Texas
$320K +$54.7K +924 +19%