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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
901
Old Port Advisors
Maine
$305K -$63.4K -972 -15%
SWP
902
Significant Wealth Partners
Illinois
$304K +$5.54K +85 +2%
SMBT
903
Southern Michigan Bank & Trust
Michigan
$304K -$13K -200 -4%
HTC
904
Haverford Trust Company
Pennsylvania
$301K +$196 +3 +0.1%
TPCW
905
TD Private Client Wealth
New York
$300K -$9.53K -146 -3%
AC
906
AlphaCore Capital
California
$299K +$35.4K +543 +11%
SFG
907
Sovereign Financial Group
Connecticut
$299K +$33.8K +518 +11%
FCFC
908
First Citizens Financial Corp
Iowa
$298K – – –
SCA
909
Snowden Capital Advisors
New York
$296K -$53.8K -824 -13%
FSBI
910
Fearless Solutions (Best Invest)
Texas
$293K – – –
SW
911
Simplicity Wealth
New Jersey
$292K +$343K +5,265 New
CFP
912
Catalyst Financial Partners
Massachusetts
$291K +$43.4K +666 +15%
MIC
913
Means Investment Company
Maine
$289K – – –
DWA
914
Delap Wealth Advisory
Oregon
$287K – – –
LA
915
LexAurum Advisors
Kansas
$287K +$10.2K +156 +3%
HFAS
916
Hummer Financial Advisory Services
Illinois
$286K – – –
CIAS
917
Capital Investment Advisory Services
North Carolina
$284K +$6.52K +100 +2%
SCM
918
Spreng Capital Management
Ohio
$284K – – –
SIC
919
Sigma Investment Counselors
Michigan
$283K – – –
MA
920
MONECO Advisors
Connecticut
$283K +$15.9K +243 +5%
SIC
921
SJS Investment Consulting
Ohio
$282K -$9.79K -150 -3%
UIM
922
USS Investment Management
United Kingdom
$281K -$6.34M -97,176 -95%
JE
923
Jacobs Equity
Utah
$280K +$6.52K +100 +2%
BFM
924
Boothbay Fund Management
New York
$280K +$132K +2,018 +67%
PCM
925
Prelude Capital Management
New York
$280K +$329K +5,040 New