Name Holding Trade Value Shares
Change
Change in
Stake
PSB
626
Piscataqua Savings Bank
New Hampshire
$663 – – –
HI
627
Hoey Investments
Pennsylvania
$638 – – –
AFG
628
Albion Financial Group
Utah
$638 +$136 +5 +26%
SRCM
629
Signature Resources Capital Management
California
$637 – – –
PWA
630
Physician Wealth Advisors
Utah
$611 +$27 +1 +5%
CFP
631
Comprehensive Financial Planning
Pennsylvania
$610 +$542 +20 +667%
SWP
632
SIMA Wealth Partners
Virginia
$558 – – –
HI
633
Horizon Investments
North Carolina
$558 +$569 +21 New
MFT
634
Moisand Fitzgerald Tamayo
Florida
$532 – – –
NWS
635
Nvest Wealth Strategies
Ohio
$532 +$542 +20 New
FDW
636
Fourth Dimension Wealth
Ohio
$531 – – –
ICM
637
Islay Capital Management
Texas
$531 – – –
CFB
638
Cullen/Frost Bankers
Texas
$531 +$542 +20 New
HC
639
Hurley Capital
New York
$531 +$542 +20 New
NL
640
Navalign LLC
California
$531 +$542 +20 New
CPG
641
Cornerstone Planning Group
New Jersey
$521 -$108 -4 -15%
PCFFS
642
Pacific Center for Financial Services
California
$481 – – –
NECFA
643
New England Capital Financial Advisors
Connecticut
$479 – – –
AG
644
AmeriFlex Group
Nevada
$452 -$461 -17 -50%
JFA
645
JNBA Financial Advisors
Minnesota
$452 – – –
SL
646
Salomon & Ludwin
Virginia
$447 -$1.98K -73 -81%
RIAS
647
Rachor Investment Advisory Services
Michigan
$425 +$434 +16 New
QWM
648
Quaker Wealth Management
New Jersey
$399 +$81 +3 +25%
LC
649
Lavaca Capital
Texas
$398 -$1.08K -40 -73%
BGAI
650
Bruce G. Allen Investments
Colorado
$398 – – –