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Name Holding Trade Value Shares
Change
Change in
Stake
NAG
2626
Northstar Advisory Group
New Jersey
$207K -$252K -627 -55%
LPAM
2627
Lodestar Private Asset Management
California
$207K -$7.63K -19 -4%
FWP
2628
FAS Wealth Partners
Kansas
$207K +$210K +522 New
CPIA
2629
Cornell Pochily Investment Advisors
New York
$206K +$4.42K +11 +2%
BONH
2630
Bank of New Hampshire
New Hampshire
$206K -$16.1K -40 -7%
DAL
2631
Delta Accumulation LLC
California
$206K – – –
BAM
2632
Bosun Asset Management
Illinois
$206K -$21.7K -54 -9%
CWM
2633
Cahaba Wealth Management
Georgia
$205K -$314K -783 -60%
MLA
2634
MB, Levis & Associates
Pennsylvania
$205K +$401 +1 +0.2%
MCA
2635
Magnolia Capital Advisors
Mississippi
$203K +$219K +546 New
EL
2636
EWA LLC
Pennsylvania
$203K +$207K +515 New
MAG
2637
Mayfair Advisory Group
Alabama
$203K +$203K +506 New
WCFA
2638
Walkner Condon Financial Advisors
Wisconsin
$202K +$205K +510 New
W
2639
Wealthquest
Ohio
$202K – – –
PS
2640
Portfolio Strategies
New York
$201K +$204K +507 New
SIS
2641
Sound Income Strategies
Florida
$201K -$41.7K -104 -17%
NMG
2642
New Millennium Group
Utah
$197K – – –
GC
2643
Gibson Capital
Pennsylvania
$192K – – –
HDIM
2644
Hanson & Doremus Investment Management
Vermont
$192K +$8.03K +20 +4%
GA
2645
GoalVest Advisory
New York
$190K +$53.4K +133 +38%
HGERS
2646
Householder Group Estate & Retirement Specialist
Arizona
$188K +$191K +475 New
JSAM
2647
J. Safra Asset Management
New York
$181K -$61.4K -153 -25%
BIA
2648
Bell Investment Advisors
California
$180K -$6.42K -16 -3%
CNBTD
2649
Citizens National Bank Trust Department
Mississippi
$180K – – –
M
2650
MOTCO
Texas
$177K -$8.43K -21 -4%